Description of the Menu Users
From Metis Documentation
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== Employees == | == Employees == | ||
| - | Filter, | + | The administrator can manage the users of his/her version and his/her children versions as shown in the following example: |
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| + | [Screenshot of the Users / Employees screen] | ||
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| + | The left hand part of the screen allows the administrator to filter the users per version. | ||
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| + | The version drop-down menu is populated with the current version as well as the children versions. To see the list of users of a specific version, select a version from a drop-down list then click on the ''Filter'' button. The table on the right shows the list of existing users for the desired version. | ||
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| + | The table contains the following information: | ||
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| + | * the first column contains a padlock icon or not. If a padlock icon appears, this means that the user cannot be deleted and its properties cannot be edited. This also means that the user has been created by the parent version or imported from Master Data. Therefore, in the case where the user has been created by the parent version, only an administrator of the parent version can edit the properties of this user or delete that user. | ||
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| + | * Code: this column shows the employee's ID | ||
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| + | * Last name: this column shows the employee's last name | ||
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| + | * First name: this column shows the employee's first name | ||
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| + | The "Code", Last Name" and "First Name" columns are searchable. Their contents can be sorted by alphabetic order. | ||
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| + | Important note: when the administrator creates a version, he/she must define at least one user for the child version otherwise no users are able to login, administer and use the child version. | ||
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| + | === Adding an Employee === | ||
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| + | To add an employee, the administrator must first pay attention to the Version selected in the filter area. If the administrator has selected a version other than his/her version, the user is created in that specific version. | ||
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| + | A click on the ''Add'' button displays the following window: | ||
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| + | [Screenshot of the user window with empty fields] | ||
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| + | The user data consists of the following properties: | ||
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| + | * Employee Code: 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 XX characters *** 30 characters? *** | ||
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| + | * 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 XX characters *** 50 characters? *** | ||
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| + | * 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 XX characters *** 50 characters? *** | ||
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| + | * Language: this is the user's application default language. This paramater 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 (see link to the Language page). Select a language then press enter to save the entry. | ||
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| + | * Password: this is the user's password. Enter a password then press on enter to save the entry. The password is encrypted at input time and at display time. This field is limited to XX characters *** 50 characters? *** | ||
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| + | * 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 below | link to the Sales Groups submenu page). Select a language then press enter to save the entry. | ||
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| + | * 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. | ||
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| + | * Office: this is the user's office or sales outlet. A pop-up window contains the authorized offices defined for the version (see below | link to the Offices submenu page). Select an office then press enter to save the entry. | ||
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| + | * Nomad User: this setting determines if the user is authorized to log into the Metis Smart Quote children versions. Tick the checkbox then press on enter to enable this right. Leave the checkbox unticked to disable this right. | ||
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| + | *** How to define if the user is a user of Metis PM/BW/QSA ??? *** | ||
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| + | *** Describe the behaviour if the admin gives a setting (e.g. a language or a profile) that a child version user cannot use ? Nothing is displayed? What is used instead?*** | ||
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| + | *** Describe how to define the user's role (the field is missing) **** | ||
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| + | === Deleting an Employee === | ||
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| + | The administrator can delete a user by selecting it first, then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | To delete the user, click on the ''Yes'' button. | ||
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| + | The administrator can select and delete several users at the same time. | ||
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| + | Remember that users with a padlock icon cannot be deleted. If the administrator tries to do so, the following message appears: | ||
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| + | [Screenshot of the warning pop-up window] | ||
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| + | *** check and describe the case where several users including a locked user are selected then deleted... today it is possible to delete the locked user then the user reappears after a refresh *** | ||
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| + | === Editing an Employee === | ||
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| + | Selecting a user and clicking on the ''Edit'' button displays the properties of the user that the administrator can modify, as shown in the following example: | ||
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| + | [Screenshot of the user properties] | ||
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| + | The properties of a user includes: | ||
| + | - his/her code (i.e. his/her employee ID) | ||
| + | - his/her last name | ||
| + | - his/her first name | ||
| + | - his/her default language for the use of Metis | ||
| + | - his/her password | ||
| + | - his/her sales group | ||
| + | - his/her profile group | ||
| + | - his/her office or sales outlet | ||
| + | - Nomad user mode enabled or not | ||
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| + | If the administrator does not have the right to edit the properties of a user, he/she receives the following message when trying to edit one of the properties: | ||
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| + | [Screenshot of the no permission pop up window] | ||
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| + | *** Check how to define if the user is a user of Metis PM/BW/QSA ??? + user's role *** | ||
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| + | If the administrator has selected several users before clicking on the ''Edit'' button, the properties of the user that has been selected first are displayed. | ||
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| + | === Preview === | ||
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| + | Selecting a user and clicking on the ''Preview'' button displays the properties of the user, as shown in the following example: | ||
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| + | [Screenshot of the user properties] | ||
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| + | The properties of a user includes: | ||
| + | - his/her code (i.e. his/her employee ID) | ||
| + | - his/her last name | ||
| + | - his/her first name | ||
| + | - his/her default language for the use of Metis | ||
| + | - his/her password | ||
| + | - his/her sales group | ||
| + | - his/her profile group | ||
| + | - his/her office or sales outlet | ||
| + | - Nomad user mode enabled or not | ||
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| + | None of these fields are editable. | ||
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| + | *** Check how to define if the user is a user of Metis PM/BW/QSA ??? + user's role *** | ||
== Offices == | == Offices == | ||