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;" | ||
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| − | | class="navigationTitles" colspan="4" id="top" | [[File:AcctMngMain 1400x663.png| | + | | class="navigationTitles" colspan="4" id="top" | [[File:AcctMngMain 1400x663.png|Account Management]] |
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| class="headerMainTitles" colspan="4" id="customersitesTab" | License Management | | class="headerMainTitles" colspan="4" id="customersitesTab" | License Management | ||
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| − | | colspan="4" style="width: 265px;" | [[File: | + | | colspan="4" style="width: 265px;" | [[File:AcctMngLic 1400x527.png|License Management]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab | | class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab | ||
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| − | | colspan="4" style="width: 265px;" | [[File: | + | | colspan="4" style="width: 265px;" | [[File:AcctMngLicDetails 1400x279.png|License Details]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab | | class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab | ||
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| − | | class="headerMainTitles" colspan="4" | [[File: | + | | class="headerMainTitles" colspan="4" | [[File:AcctMngUser 1400x526.png|User Management]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab | | class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AcctMngUserDetails 1400x449.png|Account User Details]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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Revision as of 10:17, 26 June 2023
| |||
| Navigation | |||
| To access Request, select the setup COG > Account | |||
| Overview | |||
| Use the Account feature to manage licenses and user accounts. | |||
| • License Management | |||
| • User Management | |||
| Fields | |||
| Ftp Server | Username | Password | |
| License Management | |||
| |||
| Overview | |||
| Sites are managed using the Site Management form. | |||
| • Use the More drop-list to Add a new site | |||
| • Select a site in the results grid to Edit the site. | |||
| • Use the More drop-list to Search for an existing site. | |||
| Top
| |||
| Tasks Tab | |||
| |||
| Overview | |||
| Tasks are managed using the Task Management form. | |||
| • Use the More drop-list to add a new task | |||
| • Select Edit in the results grid to rdit an existing task. | |||
| • Select Replicate in the results grid to replicate the task. | |||
| • Select Remove in the results grid to remove the task. | |||
| Fields | |||
| Task Type | Task Desc | ||
| Top
| |||
| Contacts Tab | |||
| |||
| Overview | |||
| Contacts are managed using the Contact Management form. | |||
| • Use the More drop-list to add a new customer contact | |||
| • Select a site in the Results Grid to edit the site. | |||
| Top
| |||
| Notes Tab | |||
| |||
| Overview | |||
| Notes are managed on the Notes Tab. | |||
| • Use the More drop-list to toggle the form to add a new customer note. | |||
| • Use the More drop-list to toggle the form to search for an existing customer note. | |||
| • Click the Edit option in the Results Grid to edit an existing customer note. | |||
| • Click the Remove option in the Results Grid to remove an existing customer note. | |||
| Fields | |||
| Category | |||
| Note | |||
| Top
| |||
