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
2021-06-15 18:50:05 +00:00
parent 640c9018e8
commit eb4beb6ea6
2 changed files with 26 additions and 3 deletions
Download Patch File Download Diff File Expand all files Collapse all files

21
docs/8.0/ayanova/docs/adm-global-settings.md
View File

@@ -1,3 +1,24 @@
# ADM-GLOBAL-SETTINGS Placeholder
[Under construction]
## 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.
### 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 to those Contacts, Customers or Head Offices (checked in that order) with **any** matching tags.
* **Not Tagged With** tag control - denies access to those Contacts, Customers or Head Offices (checked in that order) with **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.
Note that 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
* 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
* Customer Service Request extra information - sets HTML markup 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.
* Customer Service Requests - controls access for Customer to their own Customer service requests: viewing a list of CSR's, creating new CSR's and viewing existing CSR's
*

8
docs/8.0/ayanova/docs/cust-contacts.md
View File

@@ -1,11 +1,13 @@
# CUSTOMER-CONTACT Placeholder
[Under construction]
This form is used to manage Customer type Users known as "Contacts" in AyaNova.
## LOGIN NAME
We recommend using the users Email address as their login name
## User Settings
This section is a duplicate of the [User settings](home-user-settings.md) form.
This section is a duplicate of the [User settings](home-user-settings.md) form and is available to the Contact user to manage their own settings only if enabled under [Global settings](adm-global-settings.md).
Note that Tags are not visible to Contact type users anywhere in AyaNova as that is considered private information to be used only by regular AyaNova Users ("Inside" Users - staff) so the Tags section of a Customer Contact form is available only when opened by a inside staff type (non Customer) User with sufficent rights.