Last Updated on May 28, 2021 by maximosecrets

Administration

Category Configuration

• Configure a set of categories and sub-categories
• Add a picture to a category or sub-category
• Use a wizard to describe an issue
• Add additional questions to be answered specific to the sub-category or issue
• Add instructions to help user troubleshoot or gather additional details

Properties and Guest URL

• Use the users default site to restrict the data that an end user selects from: categories, people, locations and assets
• Allow guest users to raise a service request
• Set defaults for some attributes

People

Users Tab

Add User

• Add new user using a wizard
• Add user details including email address, first and last name, site and location, ship to and billing addresses
• Add job title, select supervisor, add a default insert site, shift, time zone, and one or more contact numbers
• Add one or more crafts for the user
• Select a license type
• Add one or more security groups
• Add the user to one or more person groups
• Add an image for the person
• User is initially added in Pending status

Dashboard

• Filter and sort by title, first name or last name, filter by license type
• Email address of user has hyperlink to launch your default mail application
• Phone number has hyperlink to make a call or use facetime

Persons Group Tab

• Add a new person group and name for the person group
• Add team members to a person group
• Add an image for the person group

Crafts Tab

• Add a new craft, description and hourly rate, and select the organization

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