Description of the Menu Users
From Metis Documentation
(→Employees) |
(→Employees) |
||
| Line 5: | Line 5: | ||
Under the mane employees, it should be clear that the concept is only to define and list all users of the application but also to insert the persons who may have a relation to the business process handled by Metis Smart Suite. For example, Project leaders who will be in charge on setting up the offer systems could be included in this list and thus also selected within Metis Smart Quotes when creating the offer. The administrator can manage the employees of his/her version and his/her children versions as shown in the following example: | Under the mane employees, it should be clear that the concept is only to define and list all users of the application but also to insert the persons who may have a relation to the business process handled by Metis Smart Suite. For example, Project leaders who will be in charge on setting up the offer systems could be included in this list and thus also selected within Metis Smart Quotes when creating the offer. The administrator can manage the employees of his/her version and his/her children versions as shown in the following example: | ||
| - | [ | + | |
| + | [[File:MSM_Users_Employees.png|center|600x400px]] | ||
| + | |||
The left hand part of the screen allows the administrator to filter the users per version. | The left hand part of the screen allows the administrator to filter the users per version. | ||
| Line 40: | Line 42: | ||
A click on the ''Add'' button displays the following window: | A click on the ''Add'' button displays the following window: | ||
| - | [ | + | |
| + | [[File:MSM_Users_Employees_Add.png|center|600x400px]] | ||
| + | |||
The user data consists of the following properties: | The user data consists of the following properties: | ||
| - | * | + | * '''MAIN''' |
| - | * | + | ** '''Employee Cod'''e: this code is an ID for the user. It must be unique. This field is mandatory to save the user. Enter a code then press on enter to save the entry. This field is limited to 20 characters. |
| - | * | + | ** '''Last Name''': this is the user's last name. This field is mandatory to save the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters. |
| - | * | + | ** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters. |
| - | * | + | ** '''Language''': this is the user's application default language. This parameter sets the language in which Metis's graphic user interface and its contents are displayed by default to the user. A pop-up window contains the authorized languages defined for the version. Select a language then press enter to save the entry. |
| - | * | + | ** '''Type''': this setting defines which type of user is being created. The drop-down list allows to select between : online, offline and offline connected mode. |
| - | * | + | ** '''Password''': this is the user's password. Enter a password then press enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters |
| - | * | + | ** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window contains the authorized sales groups defined for the version (see the [[#Sales Groups| Sales Groups]] section below). Select a language then press enter to save the entry. |
| - | * | + | ** '''User Role''': this is user's role in the organization in which Metis is deployed. A pop-up window contains the created and authorized user roles defined for the version. Select a user role then press enter to save the entry. |
| - | * | + | * '''Function''': this is the user's function within the organization. |
| - | *** | + | ** '''Nomad User''': this setting determines if the user is authorized to log into the Metis Smart Quote children versions. Tick the check-box then press on enter to enable this right. Leave the check-box unticked to disable this right. |
| + | |||
| + | *'''RIGHTS PROFILE''' | ||
| + | ** '''Profile Group''': this is user's group of profiles. This determines the user's rights. A pop-up window contains the authorized profiles groups defined for the version (see below | link to the Profiles page). Select a profile group then press enter to save the entry. | ||
| + | |||
| + | *'''OFFICE''' | ||
| + | ** '''Office''': this is the user's office or sales outlet. A pop-up window contains the authorized offices defined for the version (see the [[#Offices| Offices]] section below). Select an office then press enter to save the entry. | ||
| + | |||
| + | *'''COMPANY''' | ||
| + | ** '''Company''': | ||
| + | ** '''Department''': | ||
| + | |||
| + | *'''ADDRESS''' | ||
| + | ** '''Street''' | ||
| + | ** '''Building''' | ||
| + | ** '''Zip Code''' | ||
| + | ** '''City''' | ||
| + | |||
| + | * '''CONTACT''' | ||
| + | ** '''Email''' | ||
| + | ** '''Fax''' | ||
| + | ** '''Mobile''' | ||
| + | ** '''Tel''' | ||
| + | |||
| + | |||
| + | |||
| + | {{Note | ||
| + | | In order to define to which application of the Metis Smart Suite the user has access he/she needs to be linked to the appropriate functionality profile.This will provide rights to either Metis Smart Modeling, Metis Smart Quote or Metis Smart Monitoring; or a combination of those applications. | ||
| + | }} | ||
| - | |||
| - | |||
=== Deleting an Employee === | === Deleting an Employee === | ||