Person Here you have the possibility to enter all important data of this person. The only mandatory information is the name, which must be specified so that the person can be added. If they do not assign a customer/cost center to the person, they are simply made aware of it. The private e-mail address is only used in connection with private mail. Namely, the person will be notified when they receive private mail. Web API User Profile: You can only make this setting
only if you have the corresponding license. With the User
Profile you set which information the person has access to via a
a Web application. A change of this setting
is only applied after a
restart of the service. Edit person When you edit a person's name, first name and name suffix, the old data entered is saved in the corresponding field with the suffix
(Old). Operation The following functions are available in the editing dialog box for the person:
Customer/cost center Several customers/cost centers can be assigned to the person, but only one of them is considered current. (The one for which the period is defined more precisely). If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied. Groups of people Here the person can be assigned to one or more groups of persons. Workplace In the Workstation tab, a workstation can be assigned to the currently selected person. A person must have at least one workstation for the standard service. This defines the physical work center.
If this is not the case, no work center can be defined for a particular service. This is indicated by the note written in red
written in red, as long as <standard> is not assigned. If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied. Deputy If the person has a deputy, this can be defined here. P.O. Boxes If this person's mail is not to be delivered to the seat, but to a P.O. box, the necessary settings can be made here. settings can be made here. If the mail of this person is not to be placed in the mailbox for a certain period of time, this should also be defined here. be defined here as well. If after a change of this data the Edit persons dialog is left with Cancel, the change of this data is nevertheless taken over. data will still be applied. Capture / Delivery In the tab Entry / Delivery you can information about the delivery, as well as the availability at the different different entry modules can be stored. (Details see Entry / home delivery) Order For the selected person, the orders can be entered as well as edited and deleted here. you have mail For the selected person, the
assignments of templates that have been entered for 'you have mail' massges can be
can be defined here. Digitization Definitions can be entered here for the selected person for the digitization can be entered here. Private delivery addresses For the selected person it can be defined here
whether they receive private mail in the company. If this is the case, private
private delivery addresses can be entered here. For the
private delivery addresses, a special right is required.
special right. (Edit private delivery addresses) |
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