Administration Panel

The Administration panel is the central hub for configuring and managing your InnoQualis EQMS instance. From here, administrators can manage users, roles, permissions, groups, form templates, workflow configurations, and system-wide settings.

Access the Admin panel

1. Log in with an account that has the Admin role.
2. On the left sidebar, select Admin.
3. Select a tab along the top to switch between management areas.

Note

The Admin panel is protected by role-based access control. Only users with the Admin role can access it. Non-admin users will see a fallback message if they attempt to navigate to /admin.

Navigate between admin sections

The Admin panel uses a tabbed interface. Select any tab to load its management area inline. The active tab is reflected in the URL as a query parameter (for example, /admin?tab=roles), so you can bookmark or share direct links to specific admin sections.

Available tabs

Tab	URL Parameter	Description
Users	users (default)	User account management
Roles	roles	Role definitions and permission assignment
Job Roles	job-roles	Job role definitions with department mapping
Permissions	permissions	Searchable list of all system permissions
System	system	System configuration
Audit	audit	System-wide audit trail
Deviation Forms	deviation-forms	Dynamic form templates for deviations
CAPA Forms	capa-forms	Dynamic form templates for CAPAs
Audit Forms	audit-forms	Dynamic form templates for audits
Workflow Templates	workflow-templates	Approval workflow configuration
Document Templates	document-templates	Reusable document template management
Validation Package	validation-package	Compliance documentation generation
Onboarding Packs	onboarding-packs	New employee document bundles
Training Requalification	training-requalification	Requalification period settings
Training Matrix	training-matrix	Organization training matrix
Workspace Setup	workspace-setup	Workspace and compliance configuration
System Export	system-export	Data export package generation
Data Import	data-import	Data import from external files

Create a user

1. On the left sidebar, select Admin.
2. Select the Users tab (selected by default).
3. Select Create User.
4. Enter the user’s Email, Full Name, and Password.
5. From the dropdown, select a Role.
6. Select Save.

Edit a user

1. On the left sidebar, select Admin.
2. Select the Users tab.
3. Select the user row or the Edit button.
4. Modify the user’s details or role assignment.
5. Select Save.

Create a role

1. On the left sidebar, select Admin.
2. Select the Roles tab.
3. Select Create Role.
4. Enter a role name and select the permissions to include.
5. Select Create Role to save.

Caution

Modifying role permissions takes effect immediately for all users assigned to that role. Review changes carefully before saving.

Create a job role

1. On the left sidebar, select Admin.
2. Select the Job Roles tab.
3. Select Create Job Role.
4. Enter the job role name, description, and department.
5. Save the job role.

Create a group

1. On the left sidebar, select Admin.
2. Select the Users tab.
3. Select the Groups sub-tab.
4. Select + Create Group.
5. Enter a group name and description.
6. After creation, select the group to manage its members.
7. Add or remove users from the group membership list.

Search permissions

1. On the left sidebar, select Admin.
2. Select the Permissions tab.
3. Enter a search term in the search box to filter by permission name, description, module, or action.

Tip

Use the permissions search when configuring roles to understand exactly what each permission grants. Permissions follow the format module.action (for example, documents.create, audit.view_trails).

Configure form templates

1. On the left sidebar, select Admin.
2. Select the appropriate form tab: Deviation Forms, CAPA Forms, or Audit Forms.
3. Create or edit form templates with custom fields and sections.

Configure workflow templates

1. On the left sidebar, select Admin.
2. Select the Workflow Templates tab.
3. Define approval workflows with states, transitions, and approval rules.

Manage document templates

1. On the left sidebar, select Admin.
2. Select the Document Templates tab.
3. Upload and manage reusable document templates (.docx, .pdf).

Generate validation package documentation

1. On the left sidebar, select Admin.
2. Select the Validation Package tab.
3. Generate compliance documentation including VMP, URS, IQ/OQ/PQ, traceability matrices, and more.

Configure onboarding packs

1. On the left sidebar, select Admin.
2. Select the Onboarding Packs tab.
3. Create document bundles that are automatically assigned to new team members.

Configure training requalification

1. On the left sidebar, select Admin.
2. Select the Training Requalification tab.
3. Set periodic requalification intervals for completed training records.

View the training matrix

1. On the left sidebar, select Admin.
2. Select the Training Matrix tab.
3. Review the organization-wide training assignment matrix.

Configure workspace settings

1. On the left sidebar, select Admin.
2. Select the Workspace Setup tab.
3. Configure workspace name, industry, ISO standards, and GMP compliances.

Export system data

1. On the left sidebar, select Admin.
2. Select the System Export tab.
3. Generate a complete data export package for migration or backup.

Import data

1. On the left sidebar, select Admin.
2. Select the Data Import tab.
3. Import data from CSV, Excel, JSON, or scanned files (with OCR support).

View the audit trail

1. On the left sidebar, select Admin.
2. Select the Audit tab.
3. View, filter, and export the system-wide audit trail.

Related guides

• Form Builder — Detailed guide for creating dynamic form templates
• Workflow Templates — Configuring approval workflows
• Document Templates — Managing reusable document templates
• Validation Package — Generating compliance documentation
• Data Import & Export — Importing and exporting system data
• Onboarding Packs — Setting up new employee onboarding
• Training Requalification — Configuring requalification periods
• Supplier Settings — Supplier classification and requirements
• Audit Trail — Viewing and exporting the audit trail
• Workspace Setup — Initial workspace configuration