There is no best way to use Cumulus. Many aspects of the program can be changed to adapt to your way of managing your assets. Fundamental changes can be made by modifying the preferences.
The Preferences window is available only from within the Cumulus Client application as soon as a Cumulus catalog is open. All user settings and catalog settings are configured from within this single window. The available options depend on permissions of the logged-in user.
When making catalog-specific changes and more than one Cumulus catalog is open, a drop-down list enables you to select the catalog which settings you want to change. (You cannot make changes to a catalog you are not connected to.)
The left column of the Preferences window displays icons for the sections you have the permissions to access. These permissions are Server permissions and they are defined employing the User Manager module of the Server Console.
What you can see in the window and what you are allowed to edit depends on the permissions you have for viewing, modifying and creating the different preferences. For details on the different sets or settings see:
Clicking on the icon opens the Properties dialog of the selected set, template or action – offering two tabs. The Description tab allows you to enter a display name and a description for the item in each language supported by Cumulus. The Sharing tab allows you to define whether you want to share an item with others. And if you want to share, you may define specific users or roles that are allowed to use the item.
icon opens the Properties dialog of the selected set, template or action – offering two tabs. The Description tab allows you to enter a display name and a description for the item in each language supported by Cumulus. The Sharing tab allows you to define whether you want to share an item with others. And if you want to share, you may define specific users or roles that are allowed to use the item.