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U N D E R  C O N S T R U C T I O N
 
  
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= General =
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'''Available with the next release, planned for mid October'''
  
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In this tab super agency-, agency-, agency light and multi/single company administrators are created or modified.
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= User Interface
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[[File:Administrators tab.PNG|RTENOTITLE]]
  
 
== Section 'Login' ==
 
== Section 'Login' ==
  
 
{|
 
{|
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|-
 
! Field
 
! Field
 
! Description
 
! Description
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|-
 
|-
 
| Password
 
| Password
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|The password must contain at least 8 characters and must contain letters and numbers.
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| The password must contain at least 8 characters and must contain letters and numbers.  
 
When creating a new administrator, a password will be suggested automatically.
 
When creating a new administrator, a password will be suggested automatically.
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|-
 
|-
 
| E-Mail
 
| E-Mail
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|}
 
|}
  
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== Section Login ==
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= New fields =
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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: /> />
  
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{|
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{| data-mce-style="width: 100%;"
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|-
 
! Field
 
! Field
 
! Description
 
! Description
 
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| Home Agency
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| colspan="1" | Add. managed Agencies
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| Default Agency for the administrator
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| colspan="1" |  
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|-
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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
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|colspan=2| ''Support Function - Administrate agencies''
 
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|-
 
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| add. managed agencies
 
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| Allocate additional agencies for Administration. More agencies can be allocate by clicking "add new"
 
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| Can edit agency
 
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| allows to modify the agnecy configuration & setup in the "my agency" tab.
 
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|-
 
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| Can create/delete companies
 
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| allows to create/delete companies, if deactivated only edit companies are allowed
 
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|-
 
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|colspan=2| ''Support Function - Administrate companies''
 
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|-
 
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| managed companies
 
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| Allocate the company for he Administrator. More companies can be allocate by clicking "add new"
 
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|-
 
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| Can edit company
 
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| allows to edit the company profile  
 
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|-
 
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| Can create/delete travellers
 
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| allows to create/delete travellers, if deactivated only edit travellers are allowed
 
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|-
 
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| Linked traveller profile
 
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| referenced traveller profile, merge of the user profile of administrator and traveller (former Profil Manager)
 
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|}
 
  
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If the fields "Can edit Company" is acitvated and/or "Can create/delete companies" is deactivated the administrator can modify/edit the following fields in the company profile:
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'''P.S:''' This field appears only if an agency administrator role is selected
  
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* Street
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|-
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* Street 2
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| colspan="1" | Add Managed companies
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* ZIP
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| colspan="1" |
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* Place
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*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
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* Country
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*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
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* Phone
 
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* Fax
 
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* Email, Email2, Email3
 
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* E-Mail invoice delivery
 
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* Generic fields "my agency" with READ_WRITE and/or COMPANY ONLY
 
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==Technical / Functional details ==
 
  
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User authorization levels
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'''P.S:''' This field appears only if a company administrator role is selected
  
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There are different hierarchical user authorization levels:
 
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{|
 
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!user
 
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!Setting
 
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!rights/access
 
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|-
 
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|Super Agency Admin
 
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|
 
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*Home agency
 
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*Administrate agency
 
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*Add. managed agencies
 
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*Can edit agency
 
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*Can create/delete companies
 
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|A administrator of two or more agencies. Allowed to modify the agency configruation & setup and to create/delete companies.
 
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|-
 
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|Agency Admin
 
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*Home agency
 
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*Administrate agency
 
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*Can edit agency
 
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*Can create/delete companies
 
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|A administrator of one agency. Allowed to modify the own agency configruation & setup and to create/delete companies.
 
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|-
 
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|Agency light Admin
 
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|
 
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*Home agency
 
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*Administrate agency
 
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*Add. managed agencies (optional)
 
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*Can create/delete companies (acitve/deactiv)
 
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| A administator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. May the admin is allowed to create/delete companies.
 
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|-
 
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|Single/Multi Company Admin
 
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|
 
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*Administrate companies
 
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*Managed companies
 
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*Can edit company (acitve/deactive)
 
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*can delete/create travellers (acitve/deactive)
 
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| A company administrator of one ore more companies. May the administrator is allowed to edit the company profile and delete/create travellers.
 
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|-
 
 
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Other Features
 
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## The red marked fields are mandatory.
 
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## All white fields can be filled in, but are not absolutely necessary.
 
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## The gray marked fields are optional and contain a drop down menu with a range of available options.
 
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## The error message is always displayed at the top of the profile.
 
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## The active button is highlighted.
 
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## The entered information will be confirmed as soon as the saving button has been pressed.
 
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## An access can only be sent after a profile has been saved.
 
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## In order to delete a profile, press the delete button. This Action can not be undone and is therefore definitely.
 

Aktuelle Version vom 29. September 2020, 16:11 Uhr

Available with the next release, planned for mid October

 

RTENOTITLE

Section 'Login'

Field Description
Username The username must be unique in the agency.
Name First- and surename of the administrator.
Password The password must contain at least 8 characters and must contain letters and numbers.

When creating a new administrator, a password will be suggested automatically.

E-Mail E-Mail address of the administrator.
Phone Phone number of the administrator.
Active Check box to activate or deactivate the administrator.

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.

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=Administrators_New&oldid=1752»