User management - Revision history

Onea: /* Company upload */

2021-02-23T15:01:48Z

‎Company upload

Onea: /* Nomadesk */

2021-02-23T12:03:18Z

‎Nomadesk

Nele.scherrens at 08:21, 16 April 2019

2019-04-16T08:21:45Z

Nele.scherrens: /* Relink companies */

2018-12-21T09:45:07Z

‎Relink companies

Nele.scherrens: /* Exact */

2018-09-28T14:20:19Z

‎Exact

Nele.scherrens at 14:19, 28 September 2018

2018-09-28T14:19:28Z

Nele.scherrens at 09:16, 27 July 2018

2018-07-27T09:16:28Z

Nele.scherrens at 09:52, 27 June 2017

2017-06-27T09:52:27Z

Onea at 07:24, 4 November 2016

2016-11-04T07:24:33Z

Onea at 07:07, 18 October 2016

2016-10-18T07:07:53Z

← Older revision		Revision as of 15:01, 23 February 2021
Line 65:		Line 65:

	==Company upload==		==Company upload==
		+
		+	As of 1Archive version 2021.2 it's possible to add your own companies via Excel upload.
		+
		+	{{info\|Note that this is only applicable for environments which have this functionality activated.}}<br/>
		+
		+	In order to do this, you need an Excel file with all the companies you would like to import listed. To retrieve a template, please contact our support department at [mailto:onea-support@unifiedpost.com onea-support@unifiedpost.com].<br/>
		+	<br/>
		+	Once you have your Excel file, go to ''"My account"'' on top of the page. Scroll down until you see the ''"Company upload"'' block and click the ''"Choose file"'' button next to ''"Select Excel file"''.<br/>
		+	<br/>[[image:company-upload.png\|500px\|link=]]<br/>
		+
		+	If you chose a file, the ''"Parse Excel file "'' button will become active:<br/>
		+	<br/>[[image:company-upload-selected-file.png\|500px\|link=]]<br/>
		+
		+	Clicking the ''"Parse Excel file"'' button results in a new screen opening which shows you either an error message, or a list of companies out of your Excel file. If you uploaded an Excel file which is not empty and contains the correct fields for a company import, you should see a screen similar to this one:<br/>
		+	<br/>[[image:company-upload-available-companies.png\|300px\|link=]]<br/>
		+
		+	This screen allows you to select the companies you want to import from your Excel file. Just select the ones you want to import, and the ''"Import selected companies"'' button will become available.
		+	<br/>{{info\|Note that if you want to update information of already imported companies, this can also be done here. Select the company which has updated info in the Excel file, and the update will be performed in 1Archive too.}}
		+	<br/>[[image:company-upload-selected-companies.png\|300px\|link=]]<br/>
		+
		+	After clicking the ''"Import selected companies"'' button, you'll be redirected to again another page which is showing you the status of the import.<br/>
		+	<br/>[[image:company-upload-success.png\|500px\|link=]]<br/>
		+
		+	If you would have selected an empty Excel file, or an invalid file (either another Excel file, or any other file) you will be presented with an error message when trying to parse the file.<br/>
		+	<br/>[[image:company-upload-invalid.png\|500px\|link=]]<br/>

	==Nomadesk==		==Nomadesk==

@@ Line 63: / Line 63: @@
 <br/>[[image:import_new_companies.png|link=]]<br/>
 <br/>
 ==Nomadesk==

← Older revision		Revision as of 08:21, 16 April 2019
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	<br/>{{note\|By default, reminders are sent. Only if you turn them off in the above setting, you don't receive them anymore.}}		<br/>{{note\|By default, reminders are sent. Only if you turn them off in the above setting, you don't receive them anymore.}}
		+
		+	==Multiple user rights==
		+	Whenever a user has multiple user rights (this occur whenever someone needs to be accountant and approver for example), there's a dropdown list located next to ''"My account"''. This will show all user rights you're having. To login as an approver, click on the approver user. To login as an accountant, click on the accountant user.<br/>
		+	<br/>[[image:multiple-users.png\|link=]]<br/>
		+
		+	<br/>{{info\|Please [[Contact\|contact]] us whenever this needs to be setup for you.}}

@@ Line 42: / Line 42: @@
 <br/>
 ===Relink companies===
-When some of your companies have a broken link with Exact Online, this is indicated with a warning next to the "Relink companies" button. Click this button to fix the broken links for these companies.
+When some of your companies have a broken link with Exact Online, this is indicated with a warning next to the "Relink companies" button. Clicking this button will give you a new page where you will see a list of companies.<br/>
-<br/>[[image:authorized_with_errors.png|link=]]<br/>
+<br/>{{warning|The relinkable companies are the ones that are available in the Exact Online account which you used for authenticating with EIS. If a company is not available in your Exact Online account, you will not be able to relink this one to your EIS account.}}
 <br/>
 ===Add new companies===
 <br/>{{warning|If you want to add dossiers to BilltoBox too, make sure you first do the 1Archive part. This way you already have the needed API key you will need to enter in BilltoBox.}}<br/>

@@ Line 36: / Line 36: @@
 <br/>[[image:not_authorized.png|link=]]<br/>
+<br/>
 Click the "Authorize" button to link your EIS account to your Exact Online account. You will be redirected to Exact Online to enter your credentials and your verification code. If everything is correct, you will now see you're authorized with Exact Online:
 <br/>[[image:authorized.png|link=]]<br/>
+<br/>
 ===Relink companies===
 When some of your companies have a broken link with Exact Online, this is indicated with a warning next to the "Relink companies" button. Click this button to fix the broken links for these companies.
 <br/>[[image:authorized_with_errors.png|link=]]<br/>
+<br/>
 ===Add new companies===
 <br/>{{warning|If you want to add dossiers to BilltoBox too, make sure you first do the 1Archive part. This way you already have the needed API key you will need to enter in BilltoBox.}}<br/>

@@ Line 3: / Line 3: @@
 <br/>[[image:my_account.png|link=]]
 <br/><br/>
-This page allows you to customize some of the behavior settings of 1Archive. The different options that are available:
+This page allows you to customize some of the behavior settings of 1Archive. The different options that are available:<br/>
 <br/>
-<br/><div style="font-size: 130%;">'''My account'''</div>
+==My account==
 * '''Name''': allows you to change your name.
 * '''E-mail''': allows you to change your e-mail address.
@@ Line 23: / Line 23: @@
 <br/>{{info|When the "Skip locked documents" setting is checked, you will not be able to open locked documents. If it isn't checked, you can still view the document but everything will be read-only.}}<br/>
-<br/><div style="font-size: 130%;">'''Accounts'''</div>
+==Accounts==
 * [[image:edit.png|link=]] '''"Edit account"''': allows you to change your username to login and password.
 * [[image:remove.png|link=]] '''"Remove account"''': allows you to remove the login credentials.
@@ Line 29: / Line 29: @@
 <br/>
-<br/><div style="font-size: 130%;">'''Backup persons'''</div>
+==Exact==
-The [[image:add.png|link=]] "Add" button allows you to define a backup person. This person will be able to process the documents that have been assigned to you in the period of your absence.
+To be able to synchronize data and book documents, your companies need to be linked to Exact Online. To be able to set this up, one of the users that has rights to the company needs to authorize and link the company to his/her authorization.
-<br/>{{Info|This is only useful for approvers.}}
+<br/>[[image:import_new_companies.png|link=]]<br/>
 <br/>
-<br/><div style="font-size: 130%;">'''Nomadesk'''</div>
+==Nomadesk==
 [[image:nomadesk_my_account.png|link=]]<br/>
 <br/>
@@ Line 46: / Line 70: @@
 When all data is correctly entered, you will see your files in the ''"[[Nomadesk|Nomadesk]]"'' tab.
-<br/><div style="font-size: 130%;">'''Reminder settings'''</div>
+==Reminder settings==
 * '''Type of "New document" notification''': the value for this parameter defines if you would like to receive e-mails regarding new documents or not. There are 3 different values to choose from:
 **''Per each new document'': send an e-mail per new available document.

@@ Line 19: / Line 19: @@
 <br/>{{Note|''Invoke button and open next document'' is preferable.}}<br/>
 * '''Skip confirmations''': if checked, no extra confirmation will be asked when performing actions like booking, cancelling, ...
 <br/><div style="font-size: 130%;">'''Accounts'''</div>

@@ Line 14: / Line 14: @@
 <br/>{{Note|3 months is preferable, this for performance reasons.}}<br/>
 * '''Hierarchical person''': shows the person who is hierarchical above you and gets your reminders when you don't react in time. This is only shown when available.
-* '''Button behavior''': allows you to define what behavior the [[image:save.png|link=]] "Save" button should have.
+* '''Button behavior''': allows you to define what behavior the action buttons should have.
 ** ''Invoke button and close'': perform the action the button needs to do and close the current opened document.
 ** ''Invoke button and open next document'': perform the action the button needs to do and open the next document.

@@ Line 1: / Line 1: @@
 <div style="font-size: 150%;">'''Location''': "My account"</div>
-<br/><div style="font-size: 130%">[[image:email.png|link=]]     '''If you would like to create an extra user, please contact us via [mailto:support@onea.be?Subject=New%20user%20request support@onea.be]'''</div>
+<br/><div style="font-size: 130%">[[image:email.png|link=]]     '''If you would like to create an extra user, please fill in following form: [https://onearchive.wufoo.com/forms/q3oboyf01o40z6/ add new user form]'''</div>
 <br/>[[image:my_account.png|link=]]
 <br/><br/>