WICE-Administration: Unterschied zwischen den Versionen
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==== Group permissions ==== | ==== Group permissions ==== | ||
− | Click here to configure and set up the user rights | + | Click here to learn about how to configure and set up the user rights:[[Group permissions]] |
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==== Plugin permissions ==== | ==== Plugin permissions ==== |
Version vom 23. April 2013, 14:22 Uhr
Inhaltsverzeichnis
WICE-Administration
General settings for the program will be carried out in the WICE Administrationn module. This is usually done by your WICE-administrator. The right to access the administration will be in ususally allocated only to individual users. It is treated independently of any of the other group rights.
Important: Please note that it is not useful to give each employee an access to this module. Usually only your WICE administrator has access. Please also note that a user with administrative rights has also possibly further rights to the basic functionality of WICE. |
As WICE administrator, you have the possibility to configure the system, import data, add, edit or delete delete user accounts and to configure any installed plug-ins here.
Click on "Admin" in the WICE menu bar and the following window is displayed:
Please keep in mind that this view may vary depending on the system configuration. In particular in the section "Plugins" only the plugins installed in your system appear.
The following menu items are available to configure your WICE system:
Categories / filter
Categories
Create the categories for the addresses, tickets, statuses, resources, projects, and project tasks here. Using these categories, then various selections can be made. Categories
Default filters
Preferences with regard to the filter settings for certain modules can be made here. So by choosing these default settings here these are automatically displayed E.g. when opening a module. Default filters
Business line categories 2
Here you can manage the subcategories for the business line categories that you have created for the business line categories 1 in the categories section. Business line categories 2
Status-filter links
Here you can limit the availability of filters/categories on specific statuses in the ticket module. Status-filter links
General configuration
Mandatory fields
Here you can specify which fields must be necessarily completed by the user when entering new addresses, contact persons or tickets: Mandatory fields
Custom fields
You can define custom fields here that can be used in company, contact person and employee addresses: Custom fields
PDF print configuration
This menu item is used to select a font for the printing of PDF documents PDF print configuration
Addresses main view
Here you can select each column to be displayed in the main(lis) view of the company, contact person and employee addresses: Addresses main view
You can define here which modules and plugins should be displayed in the main menu. The appearance of the main menu items is independent of the access rights of the users. For more informations click here: Main menu
Disclaimer
You can use this feature to display all users a message after logging in: Admin Disclaimer
More system settings
More important system settings can be managed here: More system settings
Module configuration
Voting Manager
Here you can configure the votings for the news column on the dashboard: Voting Manager
Article Manager
In this menu you can create new articles and manage your existing article: Article Manager
Price lists
In this menu, you can create price lists in PDF format directly from the WICE article manager: Price lists
Workflow Manager
In this menu, you can define the workflows integrated in the WICE ticket module. Workflow Manager
Invoice print manager
Here you define the template for printing chance based documents. Invoice print manager
Monitoring
Connection speed
Here you can monitor the performance of your internet connection with WICE. Connection speed
WICE access statistics
Here you can see which modules and functions are most commonly accessed by the WICE users: WICE access statistics
Login statistics
Interested in knowing when and how long your users were logged in - the login statistics will answer this question. Login statistics
Database
Address Import (CSV)
Hereby you can import address data in comma separeted value - format (CSV) to WICE. Addresses import (CSV)
Address-import (Excel)
To comfortably import addresses using Excel spreadsheets by using this feature: Address-import (Excel)
Archive old mails
Here, you can control the archiving of older emails.
Empty address trash category
With this feature all the addresses assigned to the trash bin category can be removed permanently from the system.
History of changes
Hereby you can look up and revert changes in addresses and tickets. History of changes
Plugins
Here you can see a list of all your installed plugins. Plugins are either activated via the Super Administration for the respective clients or can be directly ordered for OnDemand customers.
Add ons
Order new add-on / plugin
User accounts
LDAP authentication
Here you can configure the user authentication using LDAP. Find out more here: LDAP authentication
Add user / order new user
Here you can create new users that you if you exceed your user limit you can directly order through our integrated online order system: Add user
User overview
This menu gives you an overview of all users set up in the system. From there, you can delete or edit any user and provide individual users with access to the administration and the right to export addresses. User overview
Group permissions
Click here to learn about how to configure and set up the user rights:Group permissions
Plugin permissions
Click here to set up the access control to all installed plugins for your user groups. Plugin permissions
Fast access options to users, user profiles and mail accounts
Editing a certain user
Here you can enter a user name for editing a certain user directly
Editing a certain user profile
Here you can edit directly the user profile for a certain user.
Editing Mail accounts of a certain user
Enter the user name to directly edit the mail account of a certain user.