Difference between revisions of "Account Management"
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| 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. | ||
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|License]] Management | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|License]] Management | ||
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|User]] Management | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|User]] Management | ||
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| style="width: 265px;" | | | style="width: 265px;" | | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Licenses are assigned at the two levels. First the license must be assigned to an active user. Then the use is assigned acces to one or more companies. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> View both assigned and unassigned licenses. |
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| colspan="4" | [[Customer_Management#top|Top]] | | colspan="4" | [[Customer_Management#top|Top]] | ||
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| − | | class="headerMainTitles" colspan="4" id="customertaskstab" | | + | | class="headerMainTitles" colspan="4" id="customertaskstab" | Company Assignments |
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| colspan="4" style="width: 265px;" | [[File:AcctMngLicDetails 1400x279.png|License Details]] | | 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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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Used to provide user access to active companies. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add, remove company assignements |
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| colspan="4" | [[Customer_Management#top|Top]] | | colspan="4" | [[Customer_Management#top|Top]] | ||
Revision as of 10:22, 26 June 2023
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| 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 | |||
| Licenses are assigned at the two levels. First the license must be assigned to an active user. Then the use is assigned acces to one or more companies. | |||
| • View both assigned and unassigned licenses. | |||
| Top
| |||
| Company Assignments | |||
| |||
| Overview | |||
| Used to provide user access to active companies. | |||
| • Add, remove company assignements | |||
| 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
| |||
