Customer Management - Enable customer site management for your users
To join the POC, you will need to tick permission"Use customer site management in software".
For this,Go to update on your context, then choose"GENERAL Parametering"and"Customer Management".
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To Users and Viewers
In the Setting module, General Setting, User Management, Ŕles, theof the'Type'will allow you to distinguish users (paid licenses) from viewers (unlimited and free) More doubt about the granting of permissions regarding "Visioners" because when you ...
Creating a Site
To create a Site, go to the module "Parametering", click on the menu 'General Parameters' then on the section 'Sites'. The registry of Sites appears. Then click on the " buttonCreation of a site" Complete mandatory fields marked with red asterisk ...
Creating a customer workforce
When creating a customer, you can assign a workforce to him. To create it, you have to go to the module 'Parametering', 'Customer management', 'Staffing'. Click on the " buttonCreation of a customer workforce" A new page opens. All you have to do is ...
Creating a type of customer
When creating a customer, you can assign a 'type'. To create it, you have to go to the module 'Parametering', 'Customer management', 'Type of customer'. Click on the " buttonCreation of a client type" A new page opens. All you have to do is fill in ...
Documentation - Permissions management
Your documentation can be managed by site or in a common manner. For this, you can set one of these two options in the module 'Parametering', 'Management Document', 'Management of permissions'. If you are making a change, remember to save.