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sa_maintenance_4 [2018/08/10 09:20] – [Buttons] Viola Scott | sa_maintenance_4 [2022/05/04 09:49] – [Top Section] Shelley Hunter | ||
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===== Users ===== | ===== Users ===== | ||
- | A User is somebody working within the agency. Everyone who will be logging into IQX Enterprise | + | A User is somebody working within the agency. Everyone who will be logging into IQX must be entered as a user. Users are connected to areas of location (branch and division) and expertise |
It is sensible to have the login name to be the same as the Windows login name. | It is sensible to have the login name to be the same as the Windows login name. | ||
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====Buttons==== | ====Buttons==== | ||
**Reset Password** or **<color # | **Reset Password** or **<color # | ||
- | A User who has a password will have the button **Reset Password**. | + | A User who has a password will have the button **Reset Password**. |
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**Leave** | **Leave** | ||
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====Top Section==== | ====Top Section==== | ||
- | Main details about the User. Division is for allocating to a User what data they can view. If users are to be restricted to only seeing data attached to their default division, or selected, they should also have Own or Select the appropriate ones in Division Access. If you tick the Use as Template box when you create a new User it will use this record as template to set default Roles, Maintenance etc. When a User leaves tick the Not in Use box. It prevents login and the User name will not appear in the Desk Top or Contact Event Selector drop down. Reporting Rights enable sophisticated levels of access to reports and what can be done with them. Users can View, Print or Edit reports which have an Access Level up to the same figure as their Reporting Rights figure. Suggest 0 for casual/Temp Users, | + | Main details about the User. |
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+ | **Division** is for allocating to a User what data they can view. If users are to be restricted to only seeing data attached to their default division, or selected, they should also have Own or Select the appropriate ones in Division Access. | ||
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+ | If you tick the **Use as Template** box when you create a new User it will use this record as template to set default Roles, Maintenance etc. | ||
+ | If Not in Use is ticked then the User cannot log in to IQX and the User name will not appear in the Desk Top or Contact Event Selector drop down. \\ \\ | ||
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+ | **Reporting Rights** enable sophisticated levels of access to reports and what can be done with them. Users can View, Print or Edit reports which have an Access Level up to the same figure as their Reporting Rights figure. Suggest 0 for casual/Temp Users, | ||
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+ | **TS Query Code** determines which Timesheet Query Reasons | ||
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+ | **Override Form ID** <color # | ||
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+ | **Startup Form** <color # | ||
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+ | **Startup in Own Division** If a user has access to more than one division but primarily works from one this can be set so that when they log in to IQX it opens on their default division. | ||
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+ | **System User** If the record has been created simply to be associated with automatic jobs this should be ticked so that any contact events created as part of the job running will be filtered on the Person, Company and Vacancy selector. | ||
==== Roles View ==== | ==== Roles View ==== | ||
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A user can carry out maintenance work on a department (questionnaires associated with department for example). | A user can carry out maintenance work on a department (questionnaires associated with department for example). | ||
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- | **2.16.6** | ||
- | ==Role to make Contact Events visible== | ||
- | It is possible to set a User so that **ALL** of their contact events are available to all regardless of division access restrictions. | ||
- | This feature can be set up in Maintenance - Users - Roles - Contact Events available to all - tick. | ||
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- | <color red> | ||
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- | ====New Person Wizard - filtering of Temp Desks==== | ||
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- | **(2.16.2+)** | ||
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- | In order to avoid long lists Temp Desks are filtered according to the Users’ Division Access as set in Users – Division Access and also in File - Select Division. | ||
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- | This feature will require System Administrator set up. | ||
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- | {{ : | ||
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- | In addition, Defunct Temp Desks can now be hidden when completing the New Person Wizard and in the Temp Desk drop down menu. | ||
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- | This is activated in by your System Administrator. | ||
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- | ==== Add to Diary List Option to Multiselect and Delete==== | ||
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- | **(2.3.5+)**\\ | ||
- | This feature enables multi-selecting and deletion in Diary List. | ||
- | To use this feature - Desktop - Diary List – Highlight the entries to be deleted using the mouse and the Ctrl key - Delete - Confirm. | ||
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- | To enable this feature will require the ability to delete major records - Maintenance - Users - Roles - General - Can Delete Major Records – Tick. | ||
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- | Along with the setting to delete in bulk on Diary List. - Maintenance - General Settings – Group - Switchable Fields - 2850 - Delete in Bulk on Diary List = Y. | ||
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- | {{ : | ||
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- | If All Users are selected but the User has been restricted from deleting other users reminders the Delete button will not show. | ||
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