Documentation
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INDEX

Documentation Library

Search for information on Hornbill Documentation.

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Have questions about this site?

What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

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Application Roles

  • Article
  • 2 minutes to read
Role Type Privilege Level Description
Activities Template Manager Security User This role grants the rights to manage activities templates.
Contacts Admin Security User This role grants the rights to add, edit and delete contacts as well as customise portals.
Core Role Assignment Basic This role provides limit access to core functionality without collaboration
Coworker Lifecycle Security User This role grants the rights to design and use the lifecycle button on the coworkers page
Form Designer Security User This role grants the rights to design existing forms including adding additional fields as well as changing the default layouts.
Home Page Manager Security User This role grants the rights to manage the Home Page
Locations Manager Security User This role grants the rights to manage Locations
Organisations Admin Security User This role grants the rights to add, edit and delete organisations.
Simple List Management Elevation User This is an elevation role that grants rights to manage simple lists.
Sites Manager Security User This role grants the rights to manage Sites
System Initializer Elevation User This elevated role should only ever be used for the FlowCode elevation, initial data setup and configuration.
Translator Security User This role grants the rights to define translations for application strings between different languages.
User Administrator Elevation User This is an elevation role that grants rights to administer Core User, Contact and Organisation entities.
User Import Security User This role should only be used for User Import Tool.
webRTC signalling Elevation User This role is an elevated role used when starting a webRTC chat
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In This Document