Users

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Contents

Info

  • Parent Mantis: 597

Solution ver 1

Non Jag users

File:Non jaguar user profile.JPG

With all roles enabled:

File:Non jaguar user profile all roles.JPG

Jag users

File:Jaguar user profile.JPG

Ver 2

Mantis: 0003193: [* IPortal] (ph2) Redesign user lists and user profiles

Core requirements:

  • merge Jaguar and non-Jaguar user profiles. In this case "jaguar user" will simply become one of the roles
  • make user management more convenient:
    • many filters to select multiple users
    • ability to apply actions to multiple users such as updating field
  • improve visibility management
  • add default CT visibility filters for Jaguar role

Default CT visibility filters for Jaguar role

Add extra panel to Jag user profile to set up default visibility filters - this interface should be standard - same as for Client role. See #Visibility Settings Redesigned

These settings will be used in reports and report like views such as List CTs.

Default CT visibility filters for Jaguar group

File:Jaguar User Groups.JPG

Add extra panel to Jag user group profile to set up default visibility filters.

These settings will be used in reports and report like views such as List CTs.

New merged user profile

File:New merged user profile.JPG

New user management

File:Users panel redesigned.JPG

File:Update user roles pop-up.JPG

  • Filters list is user specific
  • "Make public" option makes it available for all users. This filter will appear on Filters List of other users.

File:Filters management.JPG

Visibility Settings Redesigned

File:CT visibility settings.JPG

Ver 3

Add visibility templates temp: re-use this: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Visibility_Redesign&oldid=16868

History

Links to Archived / Old specs

Rel 2.0

Show error if user selects more than one item on the list and clicks "Edit" (jag, non jag users, jag users groups)

Rel 2.1

On Edit Non Jag users form, Part B. Visibility.

  • in addition to "E0. Client Company:" dropdown have another option: "E0. Client groups" (single select). NOTE: Client groups is a list in CT2: go to Admin > Client Groups.
  • Only one or another can be selected (so add radio)
  • If "Client groups" selected then this user will have "visibility" to all CTs in that group - will see all shipment for all Clients Companies in the group selected as E0. on CTs profile.

(This was requested by Marc to accommodate Arden Client company)

  • Add a check box for Sale role to be an additional for Management role. Some user can be both in Management and Sale role. Please add this feature for Management dropdown for Type. -- Tira 2:45 PM November 19 2009
  • Add a check box for Credit Note Approval user to have a permission to see and take action on approve and reject credit note issued by operators (this is mainly for users who will receive an credit note approval request) -- Tira 2:45 PM December 23 2009

0003193: [* IPortal] (ph2) Redesign user lists and user profiles

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