Differences

This shows you the differences between two versions of the page.

--- sa_maintenance_4 [2018/08/10 09:21] – [Buttons] Viola Scott
+++ sa_maintenance_4 [2023/10/06 13:50] (current) – Viola Scott
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 ===== Users =====
-A User is somebody working within the agency. Everyone who will be logging into IQX Enterprise must be entered as a user. Users are connected to areas of location (branch and division) and expertise  (department) and have access rights set to areas of the program. The System Administrator must be set with full rights. User Details are the main settings for a User.
+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  (department) and have access rights set to areas of the program. The System Administrator must be set with full rights. User Details are the main settings for a User.
 It is sensible to have the login name to be the same as the Windows login name.
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+.22.9+ Users that have admin rights will now have a new view on the file menu - Assume User Roles.  This will allow a user to change your role to that of the selected user, i.e. what buttons, menu items, views and fields you can see and edit. It does not turn you into that user. It does not currently change report access levels or change your division access.  This can be useful for trying to get to the root of a user issue - whether it’s environmental or a configuration setting or other.
 ====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 #ed1c24>No Password</color>** \\
 A User who has a password will have the button **Reset Password**.  There is no method to send a User their existing password, it has to be reset to blank and the user has to enter a new one on login - go to File menu, Change Password - depending on what the Agency's password settings are.  On clicking the button it will be replaced by the **<color #ed1c24>No Password</color>** button, to indicate that there is no password in place.\\
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 ====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,  100 for Consultants,  200 for Admin Staff,  500 for Managers,  999 for System Administrator. General Roles determine what a user can see in IQX.
+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. \\ \\
+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,  100 for Consultants,  200 for Admin Staff,  500 for Managers,  999 for System Administrator. \\ \\
+**TS Query Code** determines which Timesheet Query Reasons a user can set when creating a Timesheet Query. The Code(s) specified relate to those set in [[sa_maintenance_2#timesheet_query_reasons|Timesheet Query Reasons]] \\ \\
+**Override Form ID** <color #ed1c24>Advanced Users Only</color> Allows a user to be given a different menu structure from the default. This must be used with great care, and only in consultation with IQX Support - an incorrect choice may result in users being unable to access the system.
+**Startup Form** <color #ed1c24>Advanced Users Only</color> Specifies an IQX form which will be loaded when the user first logs in. This must be used with great care, the form must not require parameters to be supplied at load time. Safe choices include DESKTOP, PERSONSELECTOR, COMPANYSELECTOR & TEMPDESK. If in doubt, consult IQX Support - an incorrect choice may result in users being unable to access the system.
+**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.
+**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 ====
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 A user can carry out maintenance work on a department (questionnaires associated with department for example).  Specify here which departments the user can have maintenance rights over. In order for this to be granted, the user also requires the ‘Department Maintenance’ Role.
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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.
-{{ :2-16-6_y.png? |}}
-<color red>**WARNING:** If this feature is activated then Contact Events, for that User, will have their Division IDs removed and all Contact Events once set this way cannot be reset to the original division. This setting effectively overrides the 'Can make Contact Event available to all users'.</color>
-====New Person Wizard - filtering of Temp Desks====
-**(2.16.2+)**
-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.
-This feature will require System Administrator set up.
-{{ :2-16-2_b.png? 450|}}\\
-In addition, Defunct Temp Desks can now be hidden when completing the New Person Wizard and in the Temp Desk drop down menu.
-{{ :2-16-2_z.png? |}} {{ :2-16-2_y.png? |}}\\
-This is activated in by your System Administrator.
-==== Add to Diary List Option to Multiselect and Delete====
-**(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.
-To enable this feature will require the ability to delete major records - Maintenance - Users - Roles - General - Can Delete Major Records – Tick.
-{{ :2-3-5-r1.png |}}
-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.
-{{ :2-3-5-r2.png |}}
-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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