Wiki source code of Clients

Last modified by sghareeb on 2014/06/14 17:41
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1 Client Responsibilities allows you to associate users in your organization with specific clients. This association will allow a user to view and interact with data for these specific clients, regardless of Organizational Unit placements or responsibilities.
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5 Use the following procedure for establishing client responsibility:
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7 0. Prerequisites:
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9 0.1 Roles have been defined in [[__Role Administration__>>doc:Role Administration]][[
10 >>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165536/Help+-+Role+Administration]]0.1.1 A Worker role has been defined which has a basic set of create/view/edit permissions defined.
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12 0.2 Staff users have been defined in [[__Staff Administration__>>doc:Staff Administration]]
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14 0.2.1 At least one user has been assigned the Worker role
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18 ~1. In the Administration sidebar, click on the "Responsibilities..." option.
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20 1.1 Click on the "Client" tab.
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22 1.2 Just to the right of the Admin sidebar is a staff list with the standard selection buttons and filtering capabilities.
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24 1.3 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.
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26 1.4 Locate and double-click on the staff person you wish to assign a client responsibility.
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28 1.5 **Note **that the staff person may have multiple roles (check the "Assigned Roles" dropdown to see if there is more than 1 item). For such users, a different set of client responsibilities can be assigned for each role. Also, if client responsibilities have been defined for one role, those responsibilities are NOT inherited/copied to other roles for that staff person.
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32 Image here
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35 2. Assign the selected user with responsibility for one or more clients with the following steps:
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37 2.1 Double-click on the client that this user is responsible for. The client will appear in the right pane.
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39 2.2 To remove a Client Responsibility, click on the item in the right pane and then click on "Remove Responsibility"
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42 (% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)image here
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45 (% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)3. Repeat step 2 for additional Client Responsibility assignments
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49 4. Click on the user's "Assigned Roles" dropdown in the User's profile area. If this user has additional roles, select another role and repeat step 2 & 3 for each role.
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53 5. Click on the Save button to save this information.
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