Difference between revisions of "Account Management"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| class="navigationTitles" colspan="4" id="top" | [[File:AcctMngMain 1400x663.png|Customer ccexpress.png]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:AcctMngMain 1400x663.png|Account Management]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | To access Request, select the setup COG > Account
+
| colspan="4" style="width: 265px;" | To access Account Management, select the setup COG > Account
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | Use the Account feature to manage licenses and user accounts.
 
| colspan="4" style="width: 265px;" | Use the Account feature to manage licenses and user accounts.
−
|-
 
−
| colspan="4" style="width: 265px;" |  
 
−
|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|License]] Management
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|User]] Management
 
−
|-
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
 
| style="width: 265px;" | &nbsp;
 
| style="width: 265px;" | &nbsp;
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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | Ftp Server
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#ftpServer|Ftp Server]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 432px;" | Username
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#ftpuser|Username]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | Password
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#ftppassword|Password]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| class="headerMainTitles" colspan="4" id="customersitesTab" | License Management
 
| class="headerMainTitles" colspan="4" id="customersitesTab" | License Management
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:AcctMngLic 1400x527.png|License Management]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | Licenses are assigned at the two levels.&nbsp; First the license must be assigned to an active user.&nbsp; Then the user is assigned access to one or more companies.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;View both assigned and unassigned licenses.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+
| colspan="4" | &nbsp;[[Account_Management#top|Top]]  
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
+
| class="headerMainTitles" colspan="4" id="customertaskstab" | Company Assignments
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
+
| colspan="4" style="width: 265px;" | [[File:AcctMngLicDetails 1400x279.png|License Details]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
+
| colspan="4" style="width: 265px;" | Used to provide user access to active companies.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
−
|-
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
−
|-
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add, remove company assignements
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Account_Management#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
+
| class="headerMainTitles" colspan="4" id="customercontactstab" | User Management
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
+
| class="headerMainTitles" colspan="4" | [[File:AcctMngUser 1400x526.png|User Management]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Displays a list of user accounts.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| colspan="4" style="width: 265px;" | &nbsp;
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Account_Management#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
+
| class="headerMainTitles" colspan="4" id="customernotestab" | User Details
 
|-
 
|-
−
| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
+
| colspan="4" | [[File:AcctMngUserDetails 1400x449.png|Account User Details]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| colspan="4" style="width: 265px;" | Used to manage user accounts.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add, edit user accounts
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
+
| colspan="4" style="width: 265px;" | <div><span style="font-size:large;">•</span>&nbsp;Update User password</div>
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Assignment user licenses
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Role assignment
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Manage cost visibility
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Manage time setting AM/PM or Military
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#rolemanagement|Role]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#costVisibility|Cost Visibility]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
+
| class="fieldGrayBackgrounds" colspan="2" | &nbsp;
−
|-
+
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#UserTimesetting|AM PM]]
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
−
|-
 
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| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
 
−
|-
 
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| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Account_Management#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
+
| colspan="4" | [[File:AcctMngRoleMgnt 1400x527.png|Role Management]]
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Role management provides the abiity to control which forms are available to users.&nbsp; Forms can be added by module or by individual form.&nbsp;
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
−
|-
 
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| colspan="4" | &nbsp;
 
−
|-
 
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| colspan="4" | &nbsp;
 
−
|-
 
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| colspan="4" | &nbsp;
 
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|-
 
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| colspan="4" | &nbsp;
 
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|-
 
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| colspan="4" | &nbsp;
 
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|-
 
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| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add all forms for a module to the user
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Remove all forms from the user
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add one or more forms from a module to the user
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" | &nbsp;[[Account_Management#top|Top]]
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;
 
|}
 
|}

Latest revision as of 14:40, 24 July 2024

Navigation
To access Account Management, select the setup COG > Account
Overview
Use the Account feature to manage licenses and user accounts.
       
Fields
Ftp Server   Username Password
 
License Management
License Management
Overview
Licenses are assigned at the two levels.  First the license must be assigned to an active user.  Then the user is assigned access to one or more companies. 
• View both assigned and unassigned licenses.
 Top
Company Assignments
License Details
Overview
Used to provide user access to active companies.
• Add, remove company assignements
 Top
User Management
User Management
Overview
Displays a list of user accounts.
 
 Top
User Details
Account User Details
Overview
Used to manage user accounts.
• Add, edit user accounts
• Update User password
• Assignment user licenses
• Role assignment
• Manage cost visibility
• Manage time setting AM/PM or Military
Fields
Role   Cost Visibility  
  AM PM
 Top
Role Management
Overview
Role management provides the abiity to control which forms are available to users.  Forms can be added by module or by individual form. 
• Add all forms for a module to the user
• Remove all forms from the user
• Add one or more forms from a module to the user
 Top
 
Retrieved from "https://svconthego.net/index.php?title=Account_Management&oldid=3181"