Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
sa_maintenance_4 [2019/08/22 15:55] – [New Person Wizard - filtering of Temp Desks] Shelley Hunter | sa_maintenance_4 [2023/10/06 13:50] (current) – Viola Scott | ||
---|---|---|---|
Line 2: | Line 2: | ||
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 | 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. | ||
- | \\ | + | \\ \\ |
+ | 2.22.9+ Users that have admin rights will now have a new view on the file menu - Assume User Roles. | ||
====Buttons==== | ====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 # | **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**. | ||
Line 16: | Line 19: | ||
**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. \\ \\ | **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 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. | + | 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, | + | |
- | **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# | + | **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, |
+ | |||
+ | **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# | ||
+ | |||
+ | **Override Form ID** <color # | ||
+ | |||
+ | **Startup Form** <color # | ||
+ | |||
+ | **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 ==== | ==== Roles View ==== | ||
Line 49: | Line 64: | ||
- | ==== 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. | ||
- | |||
- | {{ : | ||
- | |||
- | 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. | ||
- | |||
- | {{ : | ||
- | |||
- | If All Users are selected but the User has been restricted from deleting other users reminders the Delete button will not show. | ||
- | \\ | ||
- | \\ |