UG:Users Admin USER GUIDE

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Revision as of 14:33, 23 January 2012 (edit) Denise (Talk | contribs) (→Add New Jaguar User) ← Older edit		Revision as of 16:34, 23 January 2012 (edit) (undo) Denise (Talk | contribs) (→Add new Client user) Newer edit →
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	[[File:Jag User DB Config Tab.JPG]]		[[File:Jag User DB Config Tab.JPG]]
-	=== Add new Client user ===	+	=== Add new Client User ===
	3 tabs:		3 tabs:
	'''General Tab'''		'''General Tab'''
		+
		+	[[File:Client User Role.JPG]]
	'''Additional Tab'''		'''Additional Tab'''
		+	[[File:Client Addtl Tab.JPG]]
	'''Dashboard Configuration Tab'''		'''Dashboard Configuration Tab'''
		+
		+	[[File:Client DB Config Tab.JPG]]
		+
		+	==== Shipper User ====
		+
		+	Additional tab - same above applies for the General Tab & the Dashboard Configuration Tab.
		+
		+	[[File:Shipper Addtl Tab.JPG]]
		+
		+	==== Planner User ====
		+
		+	Additional tab - same above applies for the General Tab & the Dashboard Configuration Tab.
		+
		+	[[File:Planner Addtl Tab.JPG]]
	=== Edit Existing Users ===		=== Edit Existing Users ===

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Revision as of 16:34, 23 January 2012

Contents 1 Intro 2 Common filters 2.1 Active 2.2 User Role 2.3 Email Domain Name 2.4 Search String 2.5 Save Current Filter 2.6 Manage Filters 3 User Admin 3.1 Go to Admin Menu >> Users Admin 3.2 Get list of Users 3.3 To Add New Jaguar User 3.4 Add new Client User 3.4.1 Shipper User 3.4.2 Planner User 3.5 Edit Existing Users 3.6 Remove, Archive & Restore Users 3.7 Double Click to Open Filters Panel 3.8 Search 4 History 4.1 Ver 1 4.2 Ver 2 5 See Also

Intro

This is a complete list of users that have access to the CyberTrax system. It is a merged list of both Jaguar (internal) and non-Jaguar (client, shipper, planner) users, their profile settings, according to their user roles. Currently it is known that the AM, with a select few of their team members, and the support of the isales team are creating new client users. As well as maintaining these users according to the client companies associated with their team.

Common filters

Currently there are multiple ways in which users may filter through the User list:

• Active
• User Role
• Email Domain Name
• Search String

Users also have the ability to Manage and Save their filter settings, so that the system will remember their preferences the next time they access User Admin.

Active

This filter refers to the list of users who are currently "Active" and can access our application according to their #User Role.

NOTE: Is this a default filter and the list will always default to show ALL active users when you access this feature.

User Role

This filter is selected by way of a check box and can be set to 1 or many roles at the same time. Once you "Apply Filter" the system will search all users to find who has that user role set in their user profile. Currently there are 10 users roles available to choose from and are according to Jaguar & Non Jaguar user roles.

Jaguar Roles (aka Internal roles):

• Basic Ops
• Super Ops
• Basic Acc
• Super Acc
• Management
• Sales

Non Jaguar Roles (aka Client Application roles):

• Client User
• Shipper
• Planner
• Report User

Email Domain Name

An e-mail domain name is the 'name' listed inside of an e-mail address, it is found between the @ and .com So for IE cotyinc would be the e-mail domain name for all Coty client users as their e-mail addresses are users first_last name@cotyinc.com

Previously this filter was a text box where users could enter and search through the list to find those users according to their e-mail domain name; now this filter is a drop down menu, containing the full list of users e-mail domain names.

Search String

This is s text field where users can type in a word or two and search the entire list to find their results. For IE, search the name John and the list will display all results found that contain this name in their profile (First Name, Last Name, Company Name, etc).

Save Current Filter

This option allows users to save any combination of filters that can be reused in the future, with an option to save them publicly, which can be utilized by other admin users.

Manage Filters

Here is where the user may find both their private saved filters and ALL public saved filters.

User Admin

Go to Admin Menu >> Users Admin

Get list of Users

This list is a combined list of all active users, both Jaguar and Non Jaguar. It contains the users e-mail address, First and Last Names, including their user role(s) that's set in their profile and their Company - City Address Name. Here is where the following "Core Actions" (Create, Edit, Remove, Archive and Restore) may be used for any user.

To Add New Jaguar User

Select the "Add" option on the left hand bottom of the screen

3 tabs:

General Tab

Additional Tab

Dashboard Configuration Tab

Add new Client User

3 tabs:

General Tab

Additional Tab

Dashboard Configuration Tab

Shipper User

Additional tab - same above applies for the General Tab & the Dashboard Configuration Tab.

Planner User

Additional tab - same above applies for the General Tab & the Dashboard Configuration Tab.

Edit Existing Users

Remove, Archive & Restore Users

Double Click to Open Filters Panel

Here you will find all available filters to select from and the default filter 'Active'.

Search

History

Ver 1

• Implemented in Dec 2011 release

Ver 2

• Covered in the above and implement in Jan 2012 release

See Also

• Link to CT2 User Guide: Category:Support
• Link to spec: Users#SOW_2