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Customer access

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This commit is contained in:
John Cardinal
2021-11-12 20:49:31 +00:00
parent b3f36de12c
commit 98d495dfd2
4 changed files with 43 additions and 51 deletions
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9
docs/8.0/ayanova/docs/adm-global-settings.md
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@@ -10,10 +10,7 @@ This section controls the rights granted to Customer type Users (known as **"Con
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 if tags on Contacts, Customers or Head Offices (related to Contact user) have **any** matching tags
* **Not Tagged With** tag control - denies access if tags on Contacts, Customers or Head Offices (related to Contact user) **any** matching tags
"Active" has the highest priority followed by "Not tagged with" and lastly "Tagged with". This means "Not tagged with" takes precedence over "Tagged with" if both match a Contact or it's ancestors tags.
* **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".
@@ -21,12 +18,12 @@ Tags are matched to **any single** matching tag in the selected tags. This mean
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 print their own work order reports
* 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 on it's header only
* 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