Administrators New: Unterschied zwischen den Versionen
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==Technical / Functional details == | ==Technical / Functional details == | ||
| − | ===User authorization Levels=== | + | |
| + | === User authorization Levels === | ||
There are different hierarchical user authorization levels: | There are different hierarchical user authorization levels: | ||
{| | {| | ||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| − | |Super Agency Admin | + | ! user |
| − | | | + | ! Setting |
| − | *Home agency | + | ! rights/access |
| − | *Administrate agency | + | |- |
| − | *Add. managed agencies | + | | Circel Agency Admin |
| − | *Can edit agency | + | | |
| − | *Can create/delete companies | + | * Home Agency |
| − | |A administrator of two or more agencies. Allowed to modify the agency configruation & setup and to create/delete companies. | + | | A administrator of a bundle of agencies (mostly TMC). Allowed to create/delete new agencies and modify the agency configruation & setup and to create/delete companies. Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency. |
| + | |- | ||
| + | | Super Agency Admin | ||
| + | | | ||
| + | *Home agency | ||
| + | *Administrate agency | ||
| + | *Add. managed agencies | ||
| + | *Can edit agency | ||
| + | *Can create/delete companies | ||
| + | |||
| + | | A administrator of two or more agencies. Allowed to modify the agency configruation & setup and to create/delete companies. | ||
Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency. | Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency. | ||
| + | |||
|- | |- | ||
| − | |Agency Admin | + | | Agency Admin |
| − | | | + | | |
| − | *Home agency | + | *Home agency |
| − | *Administrate agency | + | *Administrate agency |
| − | *Can edit agency | + | *Can edit agency |
| − | *Can create/delete companies | + | *Can create/delete companies |
| − | |An administrator of one agency. Allowed to modify the own agency configuration & setup and to create/delete companies. | + | |
| + | | An administrator of one agency. Allowed to modify the own agency configuration & setup and to create/delete companies. | ||
|- | |- | ||
| − | |Agency light Admin | + | | Agency light Admin |
| − | | | + | | |
| − | *Home agency | + | *Home agency |
| − | *Administrate agency | + | *Administrate agency |
| − | *Add. managed agencies (optional) | + | *Add. managed agencies (optional) |
| − | *Can create/delete companies (acitve/deactive) | + | *Can create/delete companies (acitve/deactive) |
| − | | An administrator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. Dependig on the user setup the administrator is allowed to create/delete companies. | + | |
| + | | An administrator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. Dependig on the user setup the administrator is allowed to create/delete companies. | ||
Profile Center: Section "Publishing" and "Send credentials" are not shown | Profile Center: Section "Publishing" and "Send credentials" are not shown | ||
| + | |||
|- | |- | ||
| − | |Single/Multi Company Admin | + | | Single/Multi Company Admin |
| − | | | + | | |
| − | *Administrate companies | + | *Administrate companies |
| − | *Managed companies | + | *Managed companies |
| − | *Can edit company (acitve/deactive) | + | *Can edit company (acitve/deactive) |
| − | *can delete/create travellers (acitve/deactive) | + | *can delete/create travellers (acitve/deactive) |
| + | |||
| An company administrator of one or more companies. Depending on the user setup the administrator is allowed to edit the company profile and delete/create travellers. | | An company administrator of one or more companies. Depending on the user setup the administrator is allowed to edit the company profile and delete/create travellers. | ||
| − | |||
|} | |} | ||
Version vom 11. Oktober 2018, 14:47 Uhr
Available with the next release, planed 18th Ocober 2015
Inhaltsverzeichnis
General
In this tab super agency-, agency-, agency light and multi/single company administrators are created or modified.
User Interface
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 address of the administrator. | |
| Phone | Phone number of the administrator. |
| Active | Check box to activate or deactivate the administrator. |
| Field | Description |
|---|---|
| Home Agency | Default Agency for the administrator |
| Support Function - Administrate agencies | |
| add. managed agencies | Allocate additional agencies for Administration. More agencies can be allocate by clicking "add new" |
| Can edit agency | allows to modify the agency configuration & setup in the "my agency" tab. |
| Can create/delete companies | allows to create/delete companies, if deactivated only edit companies are allowed |
| Support Function - Administrate companies | |
| manage all companies | allows to administrate all companies |
| managed companies | Allocate the company for the administrator. More companies can be allocate by clicking "add new" |
| Can edit company | allows to edit the company profile |
| Can create/delete travellers | allows to create/delete travellers, if deactivated only edit travellers are allowed |
| Read-only Access | allows only Read-mode |
| Profile Reminders | Module: Profile ReminderThis field indicates if the administrator wants to be informed of any expired profile data's of his associated traveller profiles.
|
| Linked traveller profile | referenced traveller Profile. Administrator and traveller profile will be linked. Access rights are given to the traveller profile (former Profil Manager) |
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:
- 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
Technical / Functional details
User authorization Levels
There are different hierarchical user authorization levels:
| user | Setting | rights/access |
|---|---|---|
| Circel Agency Admin |
|
A administrator of a bundle of agencies (mostly TMC). Allowed to create/delete new agencies and modify the agency configruation & setup and to create/delete companies. Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency. |
| Super Agency Admin |
|
A administrator of two or more agencies. Allowed to modify the agency configruation & setup and to create/delete companies.
Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency. |
| Agency Admin |
|
An administrator of one agency. Allowed to modify the own agency configuration & setup and to create/delete companies. |
| Agency light Admin |
|
An administrator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. Dependig on the user setup the administrator is allowed to create/delete companies.
Profile Center: Section "Publishing" and "Send credentials" are not shown |
| Single/Multi Company Admin |
|
An company administrator of one or more companies. Depending on the user setup the administrator is allowed to edit the company profile and delete/create travellers. |
Other Features
- The red marked fields are mandatory.
- All white fields can be filled in, but are not absolutely necessary.
- The gray marked fields are optional and contain a drop down menu with a range of available options.
- The error message is always displayed at the top of the profile.
- The active button is highlighted.
- The entered information will be confirmed as soon as the saving button has been pressed.
- An access can only be sent after a profile has been saved.
- In order to delete a profile, press the delete button. This Action can not be undone and is therefore definitely.
