Administration

The administration area of calServer v2 is located at /v2/admin/* and provides comprehensive configuration options for the entire system.

Administrator privileges required

All features in this area require the Administrator role or corresponding RBAC permissions. Without sufficient privileges, the menu items are not visible.

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Administration Areas

• User Management

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  Create users, configure roles with permissions, assign customers, and manage groups.

  Users · Roles · Groups

• Field Management

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  Configure dynamic fields, define required fields, and control field-specific visibility per role.

  Go to Field Management

• Status & Rules

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  Define statuses, configure automatic status transitions, and analyze status statistics.

  Capture Status · Status Rules · Statistics

• Categories

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  Manage hierarchical categories for inventory, calibrations, repairs, and bookings.

  Go to Categories

• Grid Templates

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  Create default column templates for data grids and assign them to roles.

  Go to Grid Templates

• Settings

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  Manage general system settings, languages, database access, and demo data.

  General · Languages · Database · Demo Data

• Email

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  Configure mail servers, manage templates, and set up automated email actions.

  Go to Email Management

• File Management

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  Configure storage backends, DMS inbox, document approval, and signatures.

  Go to File Management

• Reports

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  Manage report templates, variables, and JasperStarter integration for PDF generation.

  Go to Reports

• SSO / LDAP

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  Configure Single Sign-On and LDAP integration for centralized user authentication.

  Go to SSO / LDAP

• Tickets

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  Manage ticket categories, priorities, types, and milestones for the internal ticket system.

  Go to Tickets

• Maintenance & Operations

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  System information, backups, in-app updates, scheduled tasks, SSL certificates, and troubleshooting in one place.

  To Maintenance & Operations

• Audit Trail

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  View the complete change log of all system activities for compliance requirements.

  Go to Audit Trail

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Technical Foundations

Topic	Description
System Requirements	Docker, database, browser, and hardware requirements
Installation	Activate V2, start containers, set up database
Configuration	Environment variables, Nginx routing, Redis, and queues