Difference between revisions of "User management"

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m (Text replace - "One Archive" to "1Archive")
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'''Location: '''My account
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<div style="font-size: 150%;">'''Location''': "My account"</div>
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<br/><div style="font-size: 130%">[[image:email.png]]    '''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>
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<br/>[[image:my_account.png]]
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<br/><br/>
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This page allows you to customize some of the behavior settings of 1Archive. The different options that are available:
  
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These settings enable you to customize the behavior of '''1Archive''' to a certain level. You can decide whether to display the next invoice or the task list after clicking Save/Set ready for download. <br/>You can also define your language settings and parameters for the view.
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<br/><div style="font-size: 130%;">'''My account'''</div>
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* '''Name''': allows you to change your name.
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* '''E-mail''': allows you to change your e-mail address.
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* '''User language''': allows you to define the default language which should be used for 1Archive.
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* '''Default view''': allows you to select the page you find the most convenient to see when logging in.
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<br/>{{Info|If you choose “Archive”, when logging on, it will reopen the subdivision you were on at closing.}}<br/>
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* '''Default view limit''': allows you to define the limit of the number of documents you wish to see in your archive.
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<br/>{{Note|3 months is preferable, this for performance reasons.}}<br/>
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* '''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.
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* '''Button behavior''': allows you to define what behavior the [[image:save.png]] "Save" button should have.
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** ''Invoke button and close'': perform the action the button needs to do and close the current opened document.
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** ''Invoke button and open next document'': perform the action the button needs to do and open the next document.
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<br/>{{Note|''Invoke button and open next document'' is preferable.}}<br/>
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* '''Skip confirmations''': if checked, no extra confirmation will be asked when performing actions like booking, cancelling, ...
  
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Values available:
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<br/><div style="font-size: 130%;">'''Accounts'''</div>
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* [[image:edit.png]] '''"Edit account"''': allows you to change your username and password.
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* [[image:remove.png]] '''"Remove account"''': allows you to remove the login credentials.
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<br/>{{warning|Caution: removing your account has the effect that you're not able to login anymore!}}
  
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* Language: select one of the available languages to use. The setting has influence on the way data is formatted in the view.
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<br/><div style="font-size: 130%;">'''Backup persons'''</div>
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* Default view: Select the page that you find the most convenient for you to be your opening page each time you enter '''1Archive'''.
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The [[image:add.png]] "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.
  
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<br/>{{Info|This is only useful for approvers.}}
  
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{{Info|If you choose “Archive”, when logging on, it will reopen the subdivision you were on at closing.}}
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<br/><div style="font-size: 130%;">'''Reminder settings'''</div>
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* '''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:
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**''Per each new document'': send an e-mail per new available document.
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* Default view limit: 3 months is preferable, this for performance reasons.
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**''Summary'': send an e-mail with a summary of the different newly available documents.
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* Button behavior: determines which page to display after save/set for download/cancel.  Select between ‘Invoke button and close’ or ‘invoke button and open next document’.
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**''Never'': never send an e-mail for newly available documents.
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* Skip confirmations: No confirmation will be asked while performing actions like "Set ready for download", "Cancel", ...
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* '''Type of "Reminder" notification''': the value for this parameter defines if you would like to receive e-mails regarding outstanding, unhandled documents. There are 2 different values to choose from:
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**''Summary'': send a summary of the different reminders.
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**''Never'': never send reminder e-mails.
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{{Note|Invoke button and open next document” is preferable.}}
 
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* Accounts - username: username used to logon.
 
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* Accounts – password: password used to logon.
 
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{{Note|Backup persons and reminder settings are not used in the KIS application.}}
 
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{{Note|If you want to create an extra user, please contact us.}}
 

Revision as of 15:37, 8 June 2016

Location: "My account"

Email.png If you would like to create an extra user, please contact us via support@onea.be


My account.png

This page allows you to customize some of the behavior settings of 1Archive. The different options that are available:


My account
  • Name: allows you to change your name.
  • E-mail: allows you to change your e-mail address.
  • User language: allows you to define the default language which should be used for 1Archive.
  • Default view: allows you to select the page you find the most convenient to see when logging in.

Info.png If you choose “Archive”, when logging on, it will reopen the subdivision you were on at closing.

  • Default view limit: allows you to define the limit of the number of documents you wish to see in your archive.

Note.png 3 months is preferable, this for performance reasons.

  • 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 Save.png "Save" button 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.

Note.png Invoke button and open next document is preferable.

  • Skip confirmations: if checked, no extra confirmation will be asked when performing actions like booking, cancelling, ...

Accounts
  • Edit.png "Edit account": allows you to change your username and password.
  • Remove.png "Remove account": allows you to remove the login credentials.

Warning.png Caution: removing your account has the effect that you're not able to login anymore!

Backup persons

The Add.png "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.


Info.png This is only useful for approvers.

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.
    • Summary: send an e-mail with a summary of the different newly available documents.
    • Never: never send an e-mail for newly available documents.
  • Type of "Reminder" notification: the value for this parameter defines if you would like to receive e-mails regarding outstanding, unhandled documents. There are 2 different values to choose from:
    • Summary: send a summary of the different reminders.
    • Never: never send reminder e-mails.
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