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userdocs:travelwise:getting_started:user_management [2014/11/25 04:05] dokuwiki_sync |
userdocs:travelwise:getting_started:user_management [2015/05/26 00:31] (current) dokuwiki_sync |
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| Access to some Travelwise functions can be limited by the travel agency management according to the user' areas of responsibility. | Access to some Travelwise functions can be limited by the travel agency management according to the user' areas of responsibility. | ||
| - | {{:userdocs:travelwise:getting_started:um.png?nolink|}} | + | {{:userdocs:travelwise:getting_started:um_2_.png?nolink|}} |
| + | |||
| + | **Inhouse Users** - user rights for Travelwise.net (also called inhouse Application). | ||
| + | **Farewise Users** - www.farewise.dk users access rights (this functionality is relevant for //Billetkontoret A/S// only). | ||
| ===== User Creation ===== | ===== User Creation ===== | ||
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| To remove access and to hide such users from the program user lists check 'Locked' setting in the grid. | To remove access and to hide such users from the program user lists check 'Locked' setting in the grid. | ||
| - | ===== User Rights ===== | + | ===== Inhouse User Rights ===== |
| * **AU (Agent User)** - basic set of the user 'read-only' or 'write' rights, other rights are applied in combination with it. | * **AU (Agent User)** - basic set of the user 'read-only' or 'write' rights, other rights are applied in combination with it. | ||
| * **CC (Create Customer)** - user gets right to create and edit customers if 'write' is set. | * **CC (Create Customer)** - user gets right to create and edit customers if 'write' is set. | ||
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| * **SU (Super User)** - right to edit 'UnitExp' in the already issued invoice and to edit manual flight documents information after invoice issue (when in addition to regular flight ticket an ADM number is needed to be added as a manual flight document). | * **SU (Super User)** - right to edit 'UnitExp' in the already issued invoice and to edit manual flight documents information after invoice issue (when in addition to regular flight ticket an ADM number is needed to be added as a manual flight document). | ||
| + | ===== Context Menu Options ===== | ||
| + | 1 right mouse click on the user name to get quick access to the main operations. | ||
| + | {{:userdocs:travelwise:getting_started:um_menu.png?nolink|}} | ||
| ===== Other Settings ===== | ===== Other Settings ===== | ||
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| * Brand - if set, then this brand is going to be applied instead of the default one on Order creation by the user. | * Brand - if set, then this brand is going to be applied instead of the default one on Order creation by the user. | ||
| * Order Type - the selected type overrules the default one (the one set in //main menu: General Data -> Order Type//), when Order is created by the user. | * Order Type - the selected type overrules the default one (the one set in //main menu: General Data -> Order Type//), when Order is created by the user. | ||
| + | * Personal Settings - runs [[userdocs:travelwise:getting_started:settings:personal_settings|the form]] with above mentioned and other user settings. | ||
| + | * Log in as... - 1 right click on a user name, under whom you need to restart the application. Primarily for helpdesk purposes. Can be also applied if colleague asks to make some changes, issue documents under his/her account. | ||
| + | |||
| + | ===== Farewise Users ===== | ||
| + | For Billetkontoret A/S only. | ||
| + | Determines access to searching flight fares, booking online hotels, editing or reading possibilities. | ||
| + | **Autovoucher** setting is falsed by default. If enabled, it allows [[release_notes:farewise:voucher_robot|the following functionality]]. | ||
