UG:Users Admin USER GUIDE

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Revision as of 18:59, 20 January 2012 by Denise (Talk | contribs)
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Contents

Intro

This is a complete list of users that have access to the CyberTrax system. Currently 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 just a small 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 4 filters available (Active, Archive, User Role & Email Domain Name), with Active being the default filter.

Active

This filter refer 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.

Archive

This filter refer to the list of users who are currently "Archived" and can no longer access our application.

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.

User Admin

Go to Admin Menu >> Users Admin

File:Admin - Users Admin.JPG

Default View once inside Users Admin Panel

This is a list of all of the users (Jag and Non Jag). Here users have the following "Core Actions", which is to create, Edit, Remove, Archive and Restore any user.

File:Users.JPG

Double Click to Open Filters Panel

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

File:Users Apply Filter Active Default.JPG

Search

History

Ver 1

  • Implemented in Dec 2011 release

Ver 2

  • Covered in the above and implement in Jan 2012 release

See Also

Personal tools