Differences
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sa_maintenance_4 [2016/07/25 13:58] – euan | sa_maintenance_4 [2023/10/06 13:50] (current) – Viola Scott | ||
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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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- | **Top Sections** – 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, | + | 2.22.9+ Users that have admin rights will now have a new view on the file menu - Assume User Roles. |
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- | == Roles View == | + | ====Buttons==== |
+ | |||
+ | If setup to use document stamps there will be an Add Signature button to create the Departmental Stamp for the User using a .jpg or .pngfile of the signtature. | ||
+ | **Reset Password** or **<color # | ||
+ | A User who has a password will have the button **Reset Password**. | ||
+ | \\ | ||
+ | **Leave** | ||
+ | \\ | ||
+ | The Leave button invokes the [[sa_maintenance_10|User Leave Actions]] wizard, that helps carry out the actions needed when a User leaves your organisation.\\ | ||
+ | \\ | ||
+ | ====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. | ||
+ | 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. \\ \\ | ||
+ | |||
+ | **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. | ||
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+ | ==== Roles View ==== | ||
This is broken down into five sections: | This is broken down into five sections: | ||
**General** - apply to all users, | **General** - apply to all users, | ||
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* **Report rights** allow the user to Add, Delete, set access levels and edit reports. Should be restricted. | * **Report rights** allow the user to Add, Delete, set access levels and edit reports. Should be restricted. | ||
* **Super Users** – users with a good knowledge of the program and high position in the agency. | * **Super Users** – users with a good knowledge of the program and high position in the agency. | ||
- | * Where an Agency wants each division to have viewing restricted to only clients, vacancies and candidates belonging to that division, only a few users should be able to view and be able to edit a division field. **Duplicate Person and Company records** can be drag-merged together. However this is irreversible so the right should be limited. | + | * Where an Agency wants each division to have viewing restricted to only clients, vacancies and candidates belonging to that division, only a few users should be able to view and be able to edit a division field. **Duplicate Person and Company records** can be drag-merged together. However this is irreversible so the right should be limited.\\ |
- | * **Questionnaire View ** - Questions can be set for Users such as Direct Telephone Numbers – which can be used with Email Signatures or letters. The questions are set in Maintenance >> Questionnaires >> Consultant Questionnaire | + | |
- | * **Division Access View** - This grid specifies which divisions the user can access. | + | |
- | * **Department Maintenance View** - A user can carry out maintenance work on a department (questionnaires associated with department for example). | + | |
- | \\ | + | |
- | **2.16.6** | + | |
- | ==Role to make Contact Events visible== | + | ====Questionnaire View==== |
+ | Questions can be set for Users such as Direct Telephone Numbers – which can be used with Email Signatures or letters. The questions are set in Maintenance >> Questionnaires >> Consultant Questionnaire\\ | ||
- | It is possible | + | ====Division Access View==== |
+ | This grid specifies which divisions the user can access. | ||
- | This feature | + | ====Department Maintenance View==== |
+ | A user can carry out maintenance work on a department (questionnaires associated with department for example). | ||
+ | \\ | ||
- | {{ : | ||
- | <color red> | ||
- | ====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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- | {{ : | ||
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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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- | {{ : | ||
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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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