Description of the Menu Users
From Metis Documentation
(→Deleting an Office) |
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*'''MAIN''' | *'''MAIN''' | ||
| - | ** '''Employee | + | ** '''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 20 characters. Uniqueness is enforce by Metis Smart Suite throughout the whole environment. |
** '''Last Name''': this is the user's last name. This field is also mandatory to describe the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters. | ** '''Last Name''': this is the user's last name. This field is also mandatory to describe 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. | ** '''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 '''[[Description_of_the_Menu_Versions_Languages|language]]'''. This parameter sets the language in which Metis' | + | ** '''Language''': this is the user's application default '''[[Description_of_the_Menu_Versions_Languages|language]]'''. This parameter sets the language in which Metis' graphic user interface and its content are displayed by default to the user. A pop-up window contains the available languages defined for the version. 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 enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters | ** '''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 containing authorized sales groups defined for the version (see the [[#Sales Groups| Sales Groups]] section below), select the appropriate language then press enter to save the entry. | ** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window containing authorized sales groups defined for the version (see the [[#Sales Groups| Sales Groups]] section below), select the appropriate language then press enter to save the entry. | ||
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== Sales Groups == | == Sales Groups == | ||
| - | The administrator can define the various sales groups to which the users and end-users can belong | + | The administrator can define the various sales groups to which the users and end-users can belong, as shown in the example below. Sales groups are important when calculating regional statistics. Once a sales group has been created, it can then be linked to a user through the [[Description_of_the_Menu_Users#Employees|employees]] sub-menu by editing the user and selecting the corresponding sales group under the section titled '''Main'''. |
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| - | The table displays the name of the various sales groups. The | + | The table displays the name of the various sales groups. The content of the table can be sorted alphabetically. |
{{Note | {{Note | ||
| - | | The sales groups are visible to all versions. | + | | The sales groups are visible to all versions. Special care should be taken when deleting a sales group from the list. |
}} | }} | ||
| - | Information defined in this menu is then made available in the Employee | + | Information defined in this menu is then made available in the Employee sub-menu in order to link a user user to a sales group. |
{{Tip | {{Tip | ||
| - | | As Sales Groups are common to all versions, it is recommended to create only Sales groups which | + | | As Sales Groups are common to all versions, it is recommended to create only Sales groups which can be used within the whole Metis environment. |
}} | }} | ||
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=== Adding a Sales Group === | === Adding a Sales Group === | ||
| - | + | In the '''Sales Group''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Sales Group . When it is clicked, the '''Sales Group''' creation window opens, it allows to define all related information. | |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| - | + | The administrator has to type in the name of the sales group and validate the window to save the entry. This field is limited to 30 characters. | |
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| - | [ | + | Once all related mandatory and optional information have been set, the new Sales Group can be saved by validating the '''Sales Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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=== Editing a Sales Group === | === Editing a Sales Group === | ||
| - | + | In the '''Sales Group''' 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 Sales Group. Selecting a Sales Group and clicking on it opens the '''Sales Group''' edition window where all related properties and information can be edited. | |
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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 Sales Group . Modifications applied to the selected Sales Group will only be saved once the Sales Group 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 a Sales Group === | ||
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| + | In the '''Sales Group''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Sales Group . Selecting one or more Sales Group and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Users_Sales_Groups_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Sales Group is removed from Metis Smart Suite and deleted from the Metis Database. | ||
== 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. |
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=== 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 | |
| - | + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | |
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| + | In order to define a User Role the following information needs to be provided: | ||
| + | * '''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''' : link to a defined Office for statistical purposes | ||
| + | * '''Sales Groups''' : link to a defined Sales Group for statistical purposes | ||
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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. | |
| + | === Editing User Roles === | ||
| - | [[File: | + | 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. |
| - | + | [[File:MSM_Users_User_Roles_Edit.png|center|600x400px]] | |
| - | + | 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 === | ||
| - | [[File: | + | 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. |
| - | + | [[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. | ||
| + | }} | ||