Rillsoft Integration Server 10 documentation
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Rillsoft Integration Server 10 documentation
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Quick Start
Quick Start
Registration
Set up RIS:
server or cloud
Create your first client
Create your first user and assign a role
Connect the resource pool to Rillsoft Project
Task-
Oriented Help
Task-
Oriented Help
Manage clients
Manage clients
Clients
Clients
See also
See also
New client
Edit a client
Portfolio structure hierarchy of a client
E-
mail templates list
Client’s user list
Floating licenses of a client
Delete a client
Resource pool versions of a client
Client release
Organization chart
Folders
Folder roles
Manage users and permissions
Manage users and permissions
Users
Users
See too
See too
New user
Edit user properties
Delete user
Customize user access rights
Define a user’s client access
Subordinate personnel resources to a user
User info
User roles
Resource pool and teams
Resource pool and teams
Personnel
Roles
Team
Share projects and portfolios
Share projects and portfolios
Lock
Projects
Portfolio
Links
Project Import
Enable Teamwork with Summary Projects
Enable Teamwork with Summary Projects
Set up Rillsoft Integration Server for several project managers
Monitor locks in team operation
Configure add-
ons
Configure add-
ons
i
Calendar
E-
mail notification
Vacation planning
Vacation Import
Retention period
Timesheet
Data Management System
(DMS)
Timeline
Troubleshooting
Troubleshooting
Why can’t a user log in?
Why is a resource pool not synchronized?
Why doesn’t i
Calendar sync work?
Why doesn’t a user see a project or portfolio?
Why does floating license access fail?
Role-
Based Help
Role-
Based Help
IT administration
Project manager
Resource manager
PMO / executive management
Expert Knowledge
Expert Knowledge
LDAP
Floating licenses in detail
DMS integration in depth
API access keys and i
Calendar in depth
Cloud vs.
on-
premises operation
Reference System
Reference System
Main menu Rillsoft Integration Server
Administration
Roles and permissions matrix
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