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. Thos 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'''. | |
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| + | [Screenshot of the User roles screen] | ||
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| + | The table displays the name of the various User Roles. The contents can be sorted by alphabetic order and searched through using the left-hand side search functionality. | ||
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| + | {{Note | ||
| + | | The User Roles are visible to all versions. | ||
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=== Adding User Roles === | === Adding User Roles === | ||
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| + | To create a User Role, the administrator has to click on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]]. | ||
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| + | The '''User Role''' window is displayed and allows define it: | ||
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| + | [[File:MSM_Users_User_Roles_Add.png|center|600x400px]] | ||
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| + | In order to define a User Role the following information need to be provided: | ||
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| + | * '''Code''' : the User Roles Code is an abbreviation or ID which will be used to identifies the users by the their User role to be listed in specific lists. | ||
| + | * '''Sales''' : this check-box defines whether the User Role is related to Sales. | ||
| + | * '''Description''' : This fields allow the administrator to give user-friendly name to the User Roles being created. It can be provided in all activated languages. Those fields are limited to 50 characters. | ||
| + | * '''Office''' : ??? | ||
| + | * '''Sales Groups''' : ??? | ||
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| + | Validate the window to save the newly created User role. | ||
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=== Deleting User Roles === | === Deleting User Roles === | ||
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| + | The administrator can delete a User Role by selecting it first, then clicking on the "Delete" button | ||
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| + | [[File:MetisSmartModelingDeleteButton.PNG|link=]]. A confirmation window appears as shown in the following example: | ||
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| + | [[File:MSM_Users_Sales_Groups_Delete.png|center|600x400px]] | ||
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| + | To delete the User Role, validate the warning window. | ||
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| + | {{Note | ||
| + | | Multiple User Roles may be selected and deleted together. | ||
| + | }} | ||
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=== Editing User Roles === | === Editing User Roles === | ||
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| + | Selecting a User Role and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] displays the User Role property window, as shown in the following example: | ||
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| + | [Screenshot of the User roles properties] | ||
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| + | The administrator can modify all settings (see "Adding a User Roles" for a description) of the User Role by validating the window. | ||
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=== Preview === | === Preview === | ||
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| + | Selecting a User Role and clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] displays the User Role property window, as shown in the following example: | ||
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| + | [Screenshot of the User roles properties] | ||
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| + | In this view the User Roles properties cannot be edited. | ||