Description of the Menu Users
From Metis Documentation
(→Offices) |
(→Sales Groups) |
||
| Line 271: | Line 271: | ||
== Sales Groups == | == Sales Groups == | ||
| - | The administrator can define the various sales groups to which the users can belong to, as shown in the | + | The administrator can define the various sales groups to which the users and end-users can belong to, 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 employees sub-menu by editing the user and selecting the corresponding sales group under the section titled '''Main'''. |
| + | |||
[Screenshot of the Users / Offices screen] | [Screenshot of the Users / Offices screen] | ||
| Line 278: | Line 279: | ||
The table displays the name of the various sales groups. The contents can be sorted by alphabetic order. | The table displays the name of the various sales groups. The contents can be sorted by alphabetic order. | ||
| - | |||
| - | + | {{Note | |
| + | | The sales groups are visible to all versions. | ||
| + | }} | ||
| - | |||
| - | + | Information defined in this menu is then made available in the Employee submenu in order to link a user user to a sales group. | |
=== Adding a Sales Group === | === Adding a Sales Group === | ||
| - | To | + | To create a sales group, the administrator has to click on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]]. The '''Sales Group''' window is displayed and allows to enter the name of the new sales group: |
| + | |||
| + | |||
| + | [[File:MSM_Users_Sales_Groups_Add.png|center]] | ||
| - | |||
| - | The administrator has to type in the name of the sales group and | + | 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. |
=== Deleting a Sales Group === | === Deleting a Sales Group === | ||
| - | The administrator can delete a sales group by selecting it first, then clicking on the | + | The administrator can delete a sales group by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. A confirmation window appears as shown in the following example: |
[Screenshot of the confirmation pop-up window] | [Screenshot of the confirmation pop-up window] | ||
| - | To delete the sale group, | + | To delete the sale group, validate the warning window. |
| + | {{Note | ||
| + | | Multiple sales groups may be selected and deleted together. | ||
| + | }} | ||
| - | |||
=== Editing a Sales Group === | === Editing a Sales Group === | ||
| - | Selecting a sales group and clicking on the | + | Selecting a sales group and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] displays the sales group designation window, as shown in the following example: |
[Screenshot of the office properties] | [Screenshot of the office properties] | ||
| - | The administrator can modify the designation of the sales group. | + | The administrator can modify the designation of the sales group by validating the window. |
== User Roles == | == User Roles == | ||