Description of the Menu Users
From Metis Documentation
(→Sales Groups) |
(→User Roles) |
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== User Roles == | == User Roles == | ||
| - | The administrator can define the various User Roles to which the users and end-users can be linked to, as shown in the example below. User Roles are important for sorting employees into task based groups. Those roles are then used in Metis Smart Quotes to list the different employees in appropriate drop-down lists or simple lists. Once a user role has been created, it can then be linked to an employee through the employees sub-menu by editing it and selecting the corresponding user role under the section titled '''Main'''. | + | The administrator can define the various User Roles to which the users and end-users can be linked to, as shown in the example below. User Roles are important for sorting employees into task based groups. Those roles are then used in Metis Smart Quotes to list the different employees in appropriate drop-down lists or simple lists. Once a user role has been created, it can then be linked to an employee through the [[Description_of_the_Menu_Users#Employees|employees]] sub-menu by editing it and selecting the corresponding user role under the section titled '''Main'''. |
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| - | The table displays the name of the various User Roles. The | + | The table displays the name of the various User Roles. The content can be sorted by alphabetically and searched through using the left-hand side search functionality. It allows the user/administrator to find User Roles based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list. |
{{Note | {{Note | ||
| - | | | + | | User Roles are visible to all versions. |
}} | }} | ||
=== Adding User Roles === | === Adding User Roles === | ||
| - | + | In the '''User Roles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new User Roles. When it is clicked, the '''User Roles''' creation window opens, it allows to define all related information. | |
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[[File:MSM_Users_User_Roles_Add.png|center|600x400px]] | [[File:MSM_Users_User_Roles_Add.png|center|600x400px]] | ||
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| - | + | {{Note | |
| - | * '''Sales''' : | + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. |
| - | * '''Description''' : | + | }} |
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| + | In order to define a User Role the following information needs to be provided: | ||
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| + | * '''Code''' : abbreviation or ID which will be used to identifies the users by the their User role to be listed in specific lists. | ||
| + | * '''Sales''' : defines whether the User Role is related to Sales. | ||
| + | * '''Description''' : user-friendly name for the User Roles being created. It can be provided in all available languages. Those fields are limited to 50 characters. | ||
* '''Office''' : ??? | * '''Office''' : ??? | ||
* '''Sales Groups''' : ??? | * '''Sales Groups''' : ??? | ||
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| + | Once all related mandatory and optional information have been set, the new User Roles can be saved by validating the '''User Roles''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| - | + | === Editing User Roles === | |
| + | In the '''User Roles''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected User Roles. Selecting a User Roles and clicking on it opens the '''User Roles''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Users_User_Roles_Edit.png|center|600x400px]] | ||
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| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new User Roles. Modifications applied to the selected User Roles will only be saved once the User Roles edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | ||
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| - | + | === Deleting User Roles === | |
| + | In the '''User Roles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected User Roles. Selecting one or more User Roles and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Users_Users_Roles_Delete.png|center]] | ||
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| - | + | Once the warning is confirmed, the selected User Roles is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| + | === Previewing User Roles === | ||
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| + | In the '''User Roles''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table/list allows the user/administrator to see all properties and information related to the selected User Roles. Selecting a User Roles from the table/list and clicking on it opens the '''User Roles''' preview window. | ||
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new User Roles. | |
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| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||