admin/raven
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Browse Source
This commit is contained in:
John Cardinal
2021-11-19 23:26:44 +00:00
parent 54986239fe
commit 7039d1e252
1 changed files with 32 additions and 26 deletions
Download Patch File Download Diff File Expand all files Collapse all files

58
docs/8.0/ayanova/docs/adm-global-settings.md
View File

@@ -1,8 +1,8 @@
# ADM-GLOBAL-SETTINGS Placeholder
# Global settings
## Overview
The global settings form is used to control Business settings, general User interface settings and Customer access.
The global settings [form](ay-start-form-overview.md) is used to control Business settings, general User interface settings and Customer access.
(Technical settings that control how the AyaNova server operates are separate from business settings and are documented in the [Server operations](ops-intro.md) section of this manual)
@@ -10,40 +10,46 @@ The global settings form is used to control Business settings, general User inte
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
* `Business administration` full access
* `Business administration - restricted` read only access
- `Business administration` full access
- `Business administration - restricted` read only access
## Business section
## Business settings
* Default parts purchase tax - default tax to apply on [purchase orders](inv-purchase-orders.md)
* Default service sales tax - default tax to apply on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md)
*
- Default parts purchase tax - default tax to apply on [purchase orders](inv-purchase-orders.md)
- Default service sales tax - default labor tax to apply for [Labors](acc-service-rates.md) and [Travels](acc-travel-rates.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md)
- Default parts sales tax - default tax to apply for [Parts](inv-parts.md) and [Loaners](svc-loaners.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive maintenance orders](svc-pms.md)
-
## Customer Access
This section controls the rights granted to Customer type Users (known as **"Contacts"**) who log into AyaNova using their Customer Contact AyaNova User account for self service options.
## Company information settings
## User interface settings
## Customer access settings
This section controls the rights granted to Customer type Users (known as **"Contacts"**) who log into AyaNova using their Customer Contact AyaNova User account for self service options.
### Controls
Each feature that Contacts have access to in AyaNova is listed with controls to grant or deny rights to that feature:
* **Active** checkbox - enables or disables this particular feature entirely
* **Tagged With** tag control - grants access **ONLY** if tags on Contacts, Customers or Head Offices (related to Contact user) have *any* matching tags
- **Active** checkbox - enables or disables this particular feature entirely
- **Tagged With** tag control - grants access **ONLY** if tags on Contacts, Customers or Head Offices (related to Contact user) have _any_ matching tags
Tags are matched to **any single** matching tag in the selected tags. This means the tags "red, green, brown" will match to a Contact tagged with any one of "red", "green" or "brown".
Tags are matched to **any single** matching tag in the selected tags. This means the tags "red, green, brown" will match to a Contact tagged with any one of "red", "green" or "brown".
### Customer Access settings
These settings control access to features in AyaNova for Customer Contact users
* Default work order report - sets which Work order report is available to Customers through AyaNova. If not set they are not able to view or download their own work order reports
* Customer Service Request message to Customer - sets message displayed to the Customer in their Customer Service Request form. This optional display is available to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form
* Customer Service Requests - Customer service requests: viewing a data table of CSR's, creating new CSR's and viewing existing CSR's
* WorkOrders - Customer Work orders: view a data table of their work orders, and optionaly print work orders
* Work order header Wiki - View the Wiki section of the Work order Header (no other Wiki parts of Work Order) if they are able to view their own work orders
* Work order header Attachments - Grants access for the customer to be able to download *any* of the attachments for that work order set in it's header only (no other Attachment areas of Work Order)
* User settings - Contact User account settings where users can set their personal account settings such as notification email address, login name and password, locale settings etc
* Notification "Service reminder" - ability to subscribe to the "Service Reminder" notification for their own work orders
* Notification "CSR Accepted" - ability to subscribe to their Customer Service Request being accepted for service
* Notification "CSR Rejected" - ability to subscribe to their Customer Service Request being rejected for service
* Notification "Work order created" - ability to subscribe to be notified when a work order is created for them
* Notification "Work order completed" - ability to subscribe to be notified when one of their work orders is set to a completed status
- Default work order report - sets which Work order report is available to Customers through AyaNova. If not set they are not able to view or download their own work order reports
- Customer Service Request message to Customer - sets message displayed to the Customer in their Customer Service Request form. This optional display is available to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form
- Customer Service Requests - Customer service requests: viewing a data table of CSR's, creating new CSR's and viewing existing CSR's
- WorkOrders - Customer Work orders: view a data table of their work orders, and optionaly print work orders
- Work order header Wiki - View the Wiki section of the Work order Header (no other Wiki parts of Work Order) if they are able to view their own work orders
- Work order header Attachments - Grants access for the customer to be able to download _any_ of the attachments for that work order set in it's header only (no other Attachment areas of Work Order)
- User settings - Contact User account settings where users can set their personal account settings such as notification email address, login name and password, locale settings etc
- Notification "Service reminder" - ability to subscribe to the "Service Reminder" notification for their own work orders
- Notification "CSR Accepted" - ability to subscribe to their Customer Service Request being accepted for service
- Notification "CSR Rejected" - ability to subscribe to their Customer Service Request being rejected for service
- Notification "Work order created" - ability to subscribe to be notified when a work order is created for them
- Notification "Work order completed" - ability to subscribe to be notified when one of their work orders is set to a completed status