Description of the Menu Users
From Metis Documentation
(→Offices) |
(→Employees) |
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== Employees == | == Employees == | ||
| - | 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 not 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 (users and end-users) of his/her version and his/her children versions as shown in the following example: |
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{{Warning | {{Warning | ||
| 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. | | 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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| + | {{Note | ||
| + | | By user, it is understood a Metis Smart Modeling and by End-User a Metis Smart Quotes user. | ||
}} | }} | ||
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** '''Function''': this is the user's function within the organization. | ** '''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. | ** '''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. | ||
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*'''RIGHTS PROFILE''' | *'''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. | ** '''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''' | *'''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. | ** '''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. | ||
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*'''COMPANY''' | *'''COMPANY''' | ||
** '''Company''': this is the user's company name | ** '''Company''': this is the user's company name | ||
** '''Department''': this is the user's department within the above company | ** '''Department''': this is the user's department within the above company | ||
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*'''ADDRESS''' | *'''ADDRESS''' | ||
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** '''Zip Code''': this is the user's zip code | ** '''Zip Code''': this is the user's zip code | ||
** '''City''': this is the user's city name | ** '''City''': this is the user's city name | ||
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* '''CONTACT''' | * '''CONTACT''' | ||
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| 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. | | 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. | ||
}} | }} | ||
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| + | {{Warning | ||
| + | | As it is only possible to log into Metis Smart Modeling once a user has been defined for the version, the creation of the first user of a version is done within the parent version. This means that the credentials used to log into the application cannot be edited. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | When creating a user and/or an end-user, the password is automatically set from the version. | ||
| + | }} | ||
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=== Deleting an Employee === | === Deleting an Employee === | ||