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Standard Knowledgebase Guide

Welcome to the Standard Knowledgebase Guide! This guide describes the out-of-the-box setup of Agiloft's standard knowledgebase (KB). It's primarily intended for admin users or system designers who need structural information about the out-of-the-box system for customization purposes.

The standard KB contains several modules that are pre-configured with Agiloft best practices and automation. This guide introduces you to Agiloft concepts and the default setup of user interfaces, permission handling, and look and feel in the out-of-the-box system. Then it transitions to an in-depth look at the platform modules and tables that make up those modules.

This guide focuses on the modules and tables in the out-of-the-box Default Admin navigation setup. You can view and customize the navigation menu for all teams by going to Setup > Look and Feel > Navigation Menu Setup. See Navigation Menu Setup for details.
  • Overview: Introduction to this guide, Agiloft concepts, and additional documentation
  • User Interfaces: Introduction to the user interfaces and their purpose
  • User Permissions: Introduction to permissions and the default user groups, teams, and roles
  • Table Concepts: Introduction to table concepts and common fields
  • Core Tables: Foundational tables that are integral to all of the platform modules
  • Contract Management: Tables that support Contract Lifecycle Management
  • Sourcing Event Management: Tables that support creating, approving, and posting Sourcing Events
  • Supplier Management: Tables that support onboarding, approving, and managing suppliers
  • Project Management: Tables that support organizing projects and managing purchase orders
  • Master Data: Tables that store static reference data used throughout the system, such as country, state, and currency data
  • System: Tables that are system-managed, like Activity Log and Communications, as well as tables that manage other automation and functions
  • AI Platform: Tables that support the AI Platform
  • Hidden Tables: Tables that are hidden from the Default Admin navigation menu by default because they aren't accessed directly but may be linked to other tables or dashboards
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