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''Note: ''more Cytric sources can be found at [[Profile_Traveller#Cytric_Source|Cytric Source]]
 
''Note: ''more Cytric sources can be found at [[Profile_Traveller#Cytric_Source|Cytric Source]]
  
 +
 
  
 +
 
  
 +
 
  
−
 
+
 
−
 
 
−
 
 
−
 
 
  
 
= Release Note 17. February 2020 =
 
= Release Note 17. February 2020 =
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[[File:Publishing errors.PNG|Publishing errors]]
 
[[File:Publishing errors.PNG|Publishing errors]]
  
 +
 
  
−
= Release note 12. March 2020 =
+
 
−
 
 
−
 
 
  
 +
= Release Note 12. March 2020 =
  
−
== Profile Center - all erronous CSV ==
+
== Profile Center - all erroneous CSV ==
  
−
In the Profile Center at the section "Import/Export" two new export funcitons are available.
+
In the Profile Center under the section "Import/Export", two new export funcitons are available.
  
−
*<u>all travelers with publishing errors(CSV)</u> = will export all travelers which&nbsp;contains a synchronisation error to at least one system  
+
*<u>all travelers with publishing errors(CSV)</u> = will export all traveler profiles&nbsp;which&nbsp;contain&nbsp;a synchronisation error to at least one system  
−
*<u>all companies with publsihing errors(CSV)</u>&nbsp;= will export all companies&nbsp;which&nbsp;contains a synchronisation error to at least one system  
+
*<u>all companies with publsihing errors(CSV)</u>&nbsp;= will export all company profiles which&nbsp;contain&nbsp;a synchronisation error to at least one system  
  
 
[[File:Import Export.PNG|Import_Export]]
 
[[File:Import Export.PNG|Import_Export]]
  
 +
&nbsp;
  
 +
== Administrator - new rights, "can show plaintext CC" ==
  
 +
With the new tick-box "can show plaintext CC" on the Administrator profile it can be configured so that&nbsp;the administrator is allowed to de-tokenize credit cards.
  
−
 
+
New tick-box on the Administrator tab under&nbsp;Settings
−
== Administrator - new rights "can show plaintext CC" ==
 
−
 
 
−
With the new tick-box "can show plaintext CC" in the Administrator profile it can be configured, if the administrator is allowed to de-tokenize credit cards.
 
−
 
 
−
New tick-box in the Administrator - Settings
 
  
 
[[File:Can show plaintext cc.PNG|Can_show_plaintext_cc]]
 
[[File:Can show plaintext cc.PNG|Can_show_plaintext_cc]]
Zeile 235: Zeile 233:
 
[[File:Show plaintext.PNG|Show_plaintext]]
 
[[File:Show plaintext.PNG|Show_plaintext]]
  
 +
&nbsp;
 +
 +
&nbsp;
  
 
== New Sabre sources ==
 
== New Sabre sources ==
Zeile 241: Zeile 242:
  
 
{|
 
{|
 +
|-
 
! Faces Sabre Source
 
! Faces Sabre Source
 
! Sabre Profile Field
 
! Sabre Profile Field
 
|-
 
|-
−
| prefFirstName
+
| &nbsp;prefFirstName
−
| 
+
| Traveler Information / Preferred First Name
 +
|-
 +
| &nbsp;prefSurName
 +
| Traveler Information / Preferred Last Name
 +
|-
 +
| &nbsp;AIR_PREF¥
 +
| Air Preference / General Information (Trip Type: All)
 +
|-
 +
| &nbsp;GRND_PREF¥<VendorCode>¥
 +
| Ground Transportation Preferences / Vendor / Additional Information
 +
|}
 +
 
 +
&nbsp;
 +
 
 +
= Release Note July &&nbsp;August 2020 =
 +
 
 +
== Export/Import Company setup ==
 +
 
 +
The function to export or import company&nbsp;customs fields and custom publish actions into a specific company setup is now available in the company setup.
 +
 
 +
[[File:Company setup.PNG|Company setup]]
 +
 
 +
&nbsp;
 +
 
 +
== Profile Reminder - Passport expiry 8 months ==
 +
 
 +
Automatical email alerts for passports will be sent to the traveller, travel arranger, company or agency administrator&nbsp;8 months instead of 6 months before the expiration .
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== Privacy Policy ==
 +
 
 +
In the agency tab a new checkbox "Use own Privacy Policy" is selectable, where either&nbsp;the Umbrella Privacy Policy or just&nbsp;the own agency policy can&nbsp;be shown.
 +
 
 +
[[File:Privacy Policy.PNG|Privacy_Policy]]
 +
 
 +
''Note: ''by activating the "Use own Privacy Policy" at least one own agency privacy policy needs to be stored.
 +
 
 +
&nbsp;
 +
 
 +
== New Sources for synchronisation ==
 +
 
 +
With the following sources we improved the synchronisation to the interfaces.
 +
 
 +
=== Amadeus ===
 +
 
 +
{|
 +
|-
 +
! Amadues Prefix
 +
! Description
 +
|-
 +
| PFO
 +
| Format to be used<br/> PFO/<text>/<dateformat&nbsp;DDMMMYYYY><br/> e.g. PFO/CHECK UNUSED TICKETS/10MAY2021
 +
|}
 +
 
 +
=== Cytric ===
 +
 
 +
{|
 +
|-
 +
! Cytric Source
 +
! Cytric Field
 +
|-
 +
| ShareContactEmail
 +
| Personal Data
 +
Share e-mail address to receive notifications from the airline
 +
 
 +
|-
 +
| ShareContactMobile
 +
| Personal Data
 +
Share mobile number to receive notifications from the airline
 +
 
 +
|-
 +
| ShareContactMobilePhone
 +
| Personal Data
 +
Mobile Telephone
 +
 
 +
|-
 +
| personalDataGender
 +
| Personal Data
 +
Gender
 +
 
 +
|-
 +
| defaultDepartureRailStation
 +
| Personal Preferences
 +
Default Departure Rail Station
 +
 
 +
|}
 +
 
 +
Note:<br/> To synchronize the email/phone into a SR CTCE/CTCM in e.g. Amadeus CSX the setup beside the custom field needs to have the following custom publish action.
 +
 
 +
{|
 
|-
 
|-
−
| prefSurName
+
! Action
−
| 
+
! Profile type
 +
! Interface
 +
! Source
 +
! Target
 
|-
 
|-
−
| AIR_PREF¥
+
| COPY
−
| 
+
| T
 +
| CSX
 +
| tf:replace(genInternalShareConctactEmail, “yes=CTCE;no=”),email
 +
| SR*{}YY/{}
 
|-
 
|-
−
| GRND_PREF¥<VendorCode>¥
+
| COPY
−
| 
+
| T
 +
| CSX
 +
| tf:replace(genInternalShareConctactMobile, “yes=CTCM;no=”),genInternalShareConctactMobilePhone
 +
| SR*{}YY/{}
 
|}
 
|}
 +
 +
=== Sabre ===
 +
 +
{|
 +
|-
 +
! Sabre Source
 +
! Sabre Red Profile Field
 +
|-
 +
| 9{}-C
 +
| Contact Information
 +
Phone Type: Mobile
 +
 +
|}
 +
 +
= Release Note 23. September 2020 =
 +
 +
== Concur Org Unit/Division ==
 +
 +
A new filed within the Concur Interface&nbsp;(Target GDS) at company level is available, which gives the possibility to additionally link the company additional to a Concur Org Unit/Division.
 +
 +
[[File:Interface setup Concur.PNG|Interface_setup_Concur]]
 +
 +
The following logic will apply:
 +
 +
*Company with only stored Travel Config ID: All travelers from the entered Travel Config ID will be synchronized to/from the company
 +
*Company with Travel Config ID and Org Unit/Division: All travelers from the entered Travel Config ID and Org Unit/Division will be synchronized to/from the company
 +
 +
<u>''Note:''</u> if the Concur source "Division" is configured in a custom filed, the source will be ignored in case of the usage of the new Org Unit/Division field in the Interface setup.
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
 +
 +
 +
 +
 +
 +
= Preview of the next Release Note&nbsp; =
 +
 +
A new tab, Roles, is to be added to the UI by '''mid of October 2020''' and there will be a slight change made to the administrator tab as well. With the deployment, your agency administrators' current access rights will be automatically converted and mapped to the correct roles and migrated.&nbsp;
 +
 +
&nbsp;
 +
 +
[[File:Roles Tab.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
== Roles ==
 +
 +
Under this section, different reusable custom roles for a given support function can be created and assigned specific rights. A created role is later selectable in the administator tab.
 +
 +
Roles has been divided into two main sections:&nbsp;'''General'''&nbsp;and&nbsp;'''Rights'''
 +
 +
&nbsp;
 +
 +
[[File:Roles.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
{| data-mce-style="width: 100%;"
 +
|-
 +
! Field
 +
! Description
 +
|-
 +
| colspan="1" | Name
 +
| colspan="1" | Give a name to the role. We suggest sensible names like: Agency Admin all funtions, Agency Admin_can create,edit,delete role_use company setup etc. depending on the access rights alloted. This creates an overview hence the roles and funtions can easibly be told apart when assigning these to administrators
 +
|-
 +
| colspan="1" width="" | Circle
 +
| colspan="1" width="" | This is visible to Umbrella support. It can be used to assign a role to the whole circle, meaning the role would be visible/ selectable across all agencies of the particular circle
 +
|-
 +
| Home Agency
 +
| Specific agency to which the administrative role is to be created. Depending on the support function, this field might already be set to the default agency of the administrator creating the role. Circle administrators are able to choose the agency if there are multiple agencies in their circle
 +
|-
 +
| colspan="2" width="" |
 +
''As indicated in the above illustration, support functions are no longer under the administrator tab but rather under the roles tab. These must however be be assigned particular rights in order to be properly functional.&nbsp;Based on the function chosen, the access rights available for it is displayed on the right hand side ( with some already pre-selected although these can still be stripped away and/ or some added to the selection) i.e:''
 +
 +
*''A Company Administrator will never be able to access agency data or data residing outside of their designated company, but may be given access to more or less parts of the company profiles and travelers within these''
 +
 +
|-
 +
| colspan="1" width="" | <div>'''Support Function'''</div>
 +
| colspan="1" width="" | <div>'''Rights'''</div>
 +
|-
 +
| Administrate circle
 +
|
 +
In addition to the functions assignable to an agency administrator such a user can also be assigned the following rights:
 +
 +
*Can create agency
 +
 +
*Create/ modify/ configure a whole agency (add/ remove interfaces, change the system settings etc.)
 +
 +
*Can delete agency
 +
 +
*Can delete any agency within the circle
 +
 +
&nbsp;
 +
 +
&nbsp;It goes without saying that a circle admin can also:
 +
 +
*Create admin profiles but only assign roles equal to or lesser than their own assigned rights
 +
*Add an agency of the same circle to an agency administrator profile using the "Add. managed agencies" field
 +
*Administer all functions assigned on all agencies in the particular circle (mostly TMC)
 +
 +
|-
 +
| Administrate agencies
 +
|
 +
In addition to the functions assignable to a company administrator such a user can also be given some or all of the following access-rights:
 +
 +
*Can edit agency
 +
 +
*Allows to modify the none greyed out fields on the agency as well as to create/ edit the agency setup
 +
 +
*Can create role
 +
*Can edit role
 +
*Can delete role
 +
*Can create company
 +
*Can use company setup
 +
**If '''not activated''' then the acces to the "setup" is blended out hence the administrator is&nbsp;'''not able''' to create/ edit/ view the company custom settings 
 +
 +
[[File:Company Setup-Role.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*Can use (company) interface setup
 +
**If '''deactivated''' then the user is'''not able''' to activate/ deactivate or edit the free data field associated with the given interfaces 
 +
 +
[[File:Interface Setup.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*Can use traveller settings
 +
 +
*User is able to activate/ deactivate the below fields:
 +
 +
[[File:Traveller settings.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*Can toggle self registration
 +
*Can delete company
 +
*Can use mass publishing
 +
*Can use mass send credentials
 +
 +
|-
 +
| Administrate companies
 +
|
 +
*A company administrator can manage either a single or multiple companies based on activated settings (see below field definitions)
 +
*An administrator of a "Parent Company" is automatically allowed to manage all the subsidiaries
 +
 +
The following are the possible functions assignable to a company administrator:
 +
 +
*Can edit company credit card
 +
*Can edit company
 +
**If '''activated,''' the administrator can only modify/edit the following fields in the company profile: 
 +
*Street
 +
*Street 2
 +
*ZIP
 +
*Place
 +
*Country
 +
*Phone
 +
*Fax
 +
*Email, Email2, Email3
 +
*E-Mail invoice delivery
 +
*&nbsp;Generic fields "my agency" with READ_WRITE and/or COMPANY ONLY
 +
**If '''not activated, '''then a list of all the company administrators of a given agency is listed on the company tab. 
 +
*Can create traveller
 +
*Can edit traveller
 +
*Can delete traveller
 +
*Can edit traveller in subsidiaries
 +
**Is applicable to administrator profiles created to manage a "Parent Company" 
 +
*Can delete traveller in subsidiaries
 +
**Is applicable to administrator profiles created to manage a "Parent Company" 
 +
*Can use mass import/export
 +
*&nbsp;A company administrator is only able to import/ export the traveller profiles from the company tab
 +
 +
[[File:Company mass import-export.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*An agency administator can additionally import/ export via Profile Center Tab
 +
 +
[[File:Agency Admin mass export import.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*A circle administrator has the possibility to additionaly choose the specific agency to/ from which the mass import/ export should be conducted
 +
 +
[[File:Circle admin mass import export.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
*Can show plaintext cc
 +
*Read only
 +
**Allows only read only access of the pre-selected funtions (the user is therofore not able to edit any field in Umbrella Faces 
 +
 +
|}
 +
 +
== <br/> Administrator Tab - new fields ==
 +
 +
&nbsp;
 +
 +
A new search field "Role" has been added to the administator section. Predefined roles can be assigned to the user from the drop down list.
 +
 +
[[File:Administrators tab.PNG|RTENOTITLE]]
 +
 +
&nbsp;
 +
 +
Depending on the rights assigned to the role selected, either of the following fields may appear beneath the role:&nbsp;
 +
 +
{| data-mce-style="width: 100%;"
 +
|-
 +
! Field
 +
! Description
 +
|-
 +
| colspan="1" | Add. managed Agencies
 +
| colspan="1" |
 +
Allocate additional agencies for administration. More agencies can be allocated by clicking "add new". This has to be added to the profile by either Umbrella support, by a circle administrator or an agency administrator who has been assigned the rights to be able to administrate all the agencies in question
 +
 +
'''P.S:''' This field appears only if an agency administrator role is selected
 +
 +
|-
 +
| colspan="1" | Add Managed companies
 +
| colspan="1" |
 +
*If the "Manage all companies" box is ticked, search field box beneath it is blended out. This allows the user to administrate all companies of the home agency
 +
*If the user is allowed to only administrate one company then this is entered into the search field. Use the "Add new" button to create extra fields to insert more company names in case the user should administrate more than one company
 +
 +
'''P.S:''' This field appears only if a company administrator role is selected
 +
 +
|}
 +
 +
&nbsp;

Aktuelle Version vom 2. Oktober 2020, 07:44 Uhr

Release Note 19. November 2019

GDPR - Warning Message incase of date of birth is under 16 years

A Warning message is displayed if a user (all users) is adding a date of birth which is under 16 years. Similar function which we have alreday delivered for sensitive data (Meal request, smoker).

GDPR Child Warning

 

CSV File - Last modify & publish States

The CSV file export includes new columns:

Last modify date sortedPublishStates#.lastpublished Indicates the date of last synchronisation
Synchronisation Status sortedPublishStates#.lastpublishState Indicates status of last synchronisation 

This new columns are available for every connected interface.
Note: This is a only export function, no import possible.

 

Approver selectable by traveller

In the company profile "Traveller Setting" it can be selected whether a approver can be chosen by the traveller.

Traveller_Settings

Note: the default is true (activated checkbox)

Sabre – new sources for Employment Information

With the following sources for Employment Information we improved the synchronisation to Sabre

Employement Information Soucre
Division Division
Company Company
Business Unit BusinessUnit
Operating Unit OperatingUnit
Location LocationCd
Region RegionCd
Branch ID BranchID
Additional Information InformationText

Note: more Sabre sources can be found at Sabre Source

Concur – new sources

With the following sources we improved the synchronisation to/from Concur

Concur field Source
Hotel Travel Preferences - Rollaway bed PreferRollawayBed
Hotel Travel Preferences - Crib PreferCrib
Hotel Travel Preferences - Foam pillows PreferFoamPillows

Note: more Concur sources can be found at Concur Source

 

Cytirc - new sources

With the following sources we improved the synchronisation to/from Cytric

Cytric field Source
Billing address - Company - Rollaway bed billing_company
Billing address - Attention to billing_attentionto
Billing address - Street billing_street
Billing address - Postal Code billing_zip
Billing address - City billing_city
Billing address - Country billing_country
Billing address - State billing_state

Note: more Cytric sources can be found at Cytric Source

 

 

 

 

Release Note 17. February 2020

Amadeus CSX: Create new profile in case of error "Record Locator not found"

Amadeus removes profiles in case these are not used for over 700 days. During synchronization, this leads into the error message "RECORD LOCATOR NOT FOUND" and hinders the profile from being published to Amadeus CSX. To avoid this situation, we improved the synchronization such that Faces automatically removes the Profile number within Faces and creates a new Amadeus profile.

Note: All existing errors could be fixed by using the "initiate mass-publshing" in the Profile Center "all erroneous".

 

New Sabre Sources: General Information, Category & Type

The new Sabre sources synchronizes data to Sabre's "General Information". Using Faces' custom field definitions & custom publish actions, one can synchronize data to a different Category & Type under General Information in Sabre.

Example:
Custom field definitions

Custom publish field

Custom publish actions

Custom publish action

Currently, the following Types and Categories can be used:

Sabre Source General Information
Σ{}¥C/GEN Category: General Type: Special Service
Σ{}¥C/CAR Category: Car Type: Special Service
Σ{}¥C/HOT Category: Hotel Type: Special Service
Σ{}¥C/PAY Category: Payment Type: Special Service
Σ{}¥C/AIR Category: Air Travel Type: Special Service
Σ{}¥C/RAL Category: Rail Type: Special Service
Σ{}¥C/AIR,T/PE Category: Air Travel Type: Profile

 

Self-Registration: Email notification for new profiles

An Email notification is sent to all receivers stored in the "Send system notifications to" at agency level in case a new traveler has "self registered".

Email notification

 

Profile Center: Publishing errors

A new button is available in the Profil Center for circle and multi agency administrators to display all erronoues profiles.

Publishing errors

 

 

Release Note 12. March 2020

Profile Center - all erroneous CSV

In the Profile Center under the section "Import/Export", two new export funcitons are available.

  • all travelers with publishing errors(CSV) = will export all traveler profiles which contain a synchronisation error to at least one system
  • all companies with publsihing errors(CSV) = will export all company profiles which contain a synchronisation error to at least one system

Import_Export

 

Administrator - new rights, "can show plaintext CC"

With the new tick-box "can show plaintext CC" on the Administrator profile it can be configured so that the administrator is allowed to de-tokenize credit cards.

New tick-box on the Administrator tab under Settings

Can_show_plaintext_cc

De-tokenize credit card funciton

Show_plaintext

 

 

New Sabre sources

With the following sources we improved the synchronisation to Sabre.

Faces Sabre Source Sabre Profile Field
 prefFirstName Traveler Information / Preferred First Name
 prefSurName Traveler Information / Preferred Last Name
 AIR_PREF¥ Air Preference / General Information (Trip Type: All)
 GRND_PREF¥<VendorCode>¥ Ground Transportation Preferences / Vendor / Additional Information

 

Release Note July & August 2020

Export/Import Company setup

The function to export or import company customs fields and custom publish actions into a specific company setup is now available in the company setup.

Company setup

 

Profile Reminder - Passport expiry 8 months

Automatical email alerts for passports will be sent to the traveller, travel arranger, company or agency administrator 8 months instead of 6 months before the expiration .

 

 

Privacy Policy

In the agency tab a new checkbox "Use own Privacy Policy" is selectable, where either the Umbrella Privacy Policy or just the own agency policy can be shown.

Privacy_Policy

Note: by activating the "Use own Privacy Policy" at least one own agency privacy policy needs to be stored.

 

New Sources for synchronisation

With the following sources we improved the synchronisation to the interfaces.

Amadeus

Amadues Prefix Description
PFO Format to be used
PFO/<text>/<dateformat DDMMMYYYY>
e.g. PFO/CHECK UNUSED TICKETS/10MAY2021

Cytric

Cytric Source Cytric Field
ShareContactEmail Personal Data

Share e-mail address to receive notifications from the airline

ShareContactMobile Personal Data

Share mobile number to receive notifications from the airline

ShareContactMobilePhone Personal Data

Mobile Telephone

personalDataGender Personal Data

Gender

defaultDepartureRailStation Personal Preferences

Default Departure Rail Station

Note:
To synchronize the email/phone into a SR CTCE/CTCM in e.g. Amadeus CSX the setup beside the custom field needs to have the following custom publish action.

Action Profile type Interface Source Target
COPY T CSX tf:replace(genInternalShareConctactEmail, “yes=CTCE;no=”),email SR*{}YY/{}
COPY T CSX tf:replace(genInternalShareConctactMobile, “yes=CTCM;no=”),genInternalShareConctactMobilePhone SR*{}YY/{}

Sabre

Sabre Source Sabre Red Profile Field
9{}-C Contact Information

Phone Type: Mobile

Release Note 23. September 2020

Concur Org Unit/Division

A new filed within the Concur Interface (Target GDS) at company level is available, which gives the possibility to additionally link the company additional to a Concur Org Unit/Division.

Interface_setup_Concur

The following logic will apply:

  • Company with only stored Travel Config ID: All travelers from the entered Travel Config ID will be synchronized to/from the company
  • Company with Travel Config ID and Org Unit/Division: All travelers from the entered Travel Config ID and Org Unit/Division will be synchronized to/from the company

Note: if the Concur source "Division" is configured in a custom filed, the source will be ignored in case of the usage of the new Org Unit/Division field in the Interface setup.

 

 

 




Preview of the next Release Note 

A new tab, Roles, is to be added to the UI by mid of October 2020 and there will be a slight change made to the administrator tab as well. With the deployment, your agency administrators' current access rights will be automatically converted and mapped to the correct roles and migrated. 

 

RTENOTITLE

 

 

Roles

Under this section, different reusable custom roles for a given support function can be created and assigned specific rights. A created role is later selectable in the administator tab.

Roles has been divided into two main sections: General and Rights

 

RTENOTITLE

 

Field Description
Name Give a name to the role. We suggest sensible names like: Agency Admin all funtions, Agency Admin_can create,edit,delete role_use company setup etc. depending on the access rights alloted. This creates an overview hence the roles and funtions can easibly be told apart when assigning these to administrators
Circle This is visible to Umbrella support. It can be used to assign a role to the whole circle, meaning the role would be visible/ selectable across all agencies of the particular circle
Home Agency Specific agency to which the administrative role is to be created. Depending on the support function, this field might already be set to the default agency of the administrator creating the role. Circle administrators are able to choose the agency if there are multiple agencies in their circle

As indicated in the above illustration, support functions are no longer under the administrator tab but rather under the roles tab. These must however be be assigned particular rights in order to be properly functional. Based on the function chosen, the access rights available for it is displayed on the right hand side ( with some already pre-selected although these can still be stripped away and/ or some added to the selection) i.e:

  • A Company Administrator will never be able to access agency data or data residing outside of their designated company, but may be given access to more or less parts of the company profiles and travelers within these
Support Function
Rights
Administrate circle

In addition to the functions assignable to an agency administrator such a user can also be assigned the following rights:

  • Can create agency
  • Create/ modify/ configure a whole agency (add/ remove interfaces, change the system settings etc.)
  • Can delete agency
  • Can delete any agency within the circle

 

 It goes without saying that a circle admin can also:

  • Create admin profiles but only assign roles equal to or lesser than their own assigned rights
  • Add an agency of the same circle to an agency administrator profile using the "Add. managed agencies" field
  • Administer all functions assigned on all agencies in the particular circle (mostly TMC)
Administrate agencies

In addition to the functions assignable to a company administrator such a user can also be given some or all of the following access-rights:

  • Can edit agency
  • Allows to modify the none greyed out fields on the agency as well as to create/ edit the agency setup
  • Can create role
  • Can edit role
  • Can delete role
  • Can create company
  • Can use company setup
    • If not activated then the acces to the "setup" is blended out hence the administrator is not able to create/ edit/ view the company custom settings

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  • Can use (company) interface setup
    • If deactivated then the user isnot able to activate/ deactivate or edit the free data field associated with the given interfaces

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  • Can use traveller settings
  • User is able to activate/ deactivate the below fields:

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  • Can toggle self registration
  • Can delete company
  • Can use mass publishing
  • Can use mass send credentials
Administrate companies
  • A company administrator can manage either a single or multiple companies based on activated settings (see below field definitions)
  • An administrator of a "Parent Company" is automatically allowed to manage all the subsidiaries

The following are the possible functions assignable to a company administrator:

  • Can edit company credit card
  • Can edit company
    • If activated, the administrator can only modify/edit the following fields in the company profile:
  • Street
  • Street 2
  • ZIP
  • Place
  • Country
  • Phone
  • Fax
  • Email, Email2, Email3
  • E-Mail invoice delivery
  •  Generic fields "my agency" with READ_WRITE and/or COMPANY ONLY
    • If not activated, then a list of all the company administrators of a given agency is listed on the company tab.
  • Can create traveller
  • Can edit traveller
  • Can delete traveller
  • Can edit traveller in subsidiaries
    • Is applicable to administrator profiles created to manage a "Parent Company"
  • Can delete traveller in subsidiaries
    • Is applicable to administrator profiles created to manage a "Parent Company"
  • Can use mass import/export
  •  A company administrator is only able to import/ export the traveller profiles from the company tab

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  • An agency administator can additionally import/ export via Profile Center Tab

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  • A circle administrator has the possibility to additionaly choose the specific agency to/ from which the mass import/ export should be conducted

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  • Can show plaintext cc
  • Read only
    • Allows only read only access of the pre-selected funtions (the user is therofore not able to edit any field in Umbrella Faces


Administrator Tab - new fields

 

A new search field "Role" has been added to the administator section. Predefined roles can be assigned to the user from the drop down list.

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Depending on the rights assigned to the role selected, either of the following fields may appear beneath the role: 

Field Description
Add. managed Agencies

Allocate additional agencies for administration. More agencies can be allocated by clicking "add new". This has to be added to the profile by either Umbrella support, by a circle administrator or an agency administrator who has been assigned the rights to be able to administrate all the agencies in question

P.S: This field appears only if an agency administrator role is selected

Add Managed companies
  • If the "Manage all companies" box is ticked, search field box beneath it is blended out. This allows the user to administrate all companies of the home agency
  • If the user is allowed to only administrate one company then this is entered into the search field. Use the "Add new" button to create extra fields to insert more company names in case the user should administrate more than one company

P.S: This field appears only if a company administrator role is selected

 

Von «http://doc.umbrella.ch/tzdoc/index.php?title=Release_Note&oldid=1758»