2.9 KiB
ADM-GLOBAL-SETTINGS Placeholder
[Incomplete - 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 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.
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 print 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 list of CSR's, creating new CSR's and viewing existing CSR's
- WorkOrders - Customer Work orders: view a list, open (special limited Customer version of Workorder form without pricing or restricted information) 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
- 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