Description of the Menu Users

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 relationship with  the business process handled by Metis Smart Suite. For example, Project leaders who will be in charge of setting up and creating their requirements the offered 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:

The left hand part of the screen allows the administrator to filter the users per version.

 

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.

* 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.  

| The "Code", Last Name" and "First Name" columns are searchable. Their contents can be sorted by alphabetic order.

| 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.

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.

A click on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] displays the following window:

The user data consists of the following properties:

** '''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.

** '''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.

** '''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.

** '''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.

** '''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''': 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''': this is the user's company name

** '''Department''': this is the user's department within the above company

** '''Email''': this is the user's email address

** '''Fax''': this is the user's fax number

** '''Mobile''': this is the user's cellular phone number

** '''Tel''': this is the user's landline phone number

| 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.

| 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.

| When creating a user and/or an end-user, the password is automatically set from the version.

The administrator can delete a user by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. A confirmation window appears as shown in the following example:

To delete the user, validate the warning window.

| Once a user is deleted by the administrator in an online environment, he/she immediately looses the ability to log into the application. In an offline environment, an update is required.

Selecting a user and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] displays the properties of the user that the administrator can modify, as shown in the following example:

For details about the various properties describing an employee, please refer to the section "adding an employee".

Selecting a user and clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] displays the properties of the user, as shown in the following example:

For details about the various properties describing an employee, please refer to the section "adding an employee".  

Within a version functionality profile, a default password for this version can be defined. On the other hand, user specific passwords can be defined either from the user menu in Metis Smart Modeling or directly by the user from Metis Smart Quotes. For any reasons, it may be required to reset a user's password. To do this, simply select the user and click on the "Reset Password" button. It will bring up a window to confirm resting the password for the selected user.

The administrator can define the various offices or sales outlets of his/her version and his/her children versions as shown in the example above. Those offices are used in Metis to group the employees and provide structured statistics. In this sub-menu offices are added, edited and deleted. Offices are important when calculating regional statistics. Once an office has been created, it can then be linked to a user through the employees sub-menu by editing the user and selecting the corresponding office under the section titled '''Address'''.