Difference between revisions of "Users & Customers"

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(User Groups & Roles)
m (Tobi moved page Users&Customers to Users & Customers without leaving a redirect)
 
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[[file:Usergroupsmenu.PNG]]
 
[[file:Usergroupsmenu.PNG]]
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After this you will need to click on the "Create User group" button and enter the following values
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{| class="wikitable"
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| Name
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| The name of the user group
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|-
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| Discription
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| Discription of the purpose of the user group
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|-
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| Users
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| Users that are member of the user group
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|}
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Click on the button "Add User group" to add the user group
  
 
===Customers===
 
===Customers===
 
The users of the configurator have an account if there is no account with the user, then one is created. The user has basic information such as the customers and who the suppliers are. Customer groups are the same as user groups.
 
The users of the configurator have an account if there is no account with the user, then one is created. The user has basic information such as the customers and who the suppliers are. Customer groups are the same as user groups.
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'''Adding customers'''
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To add customers you will need to navigate to the Users&Customers module. At the left menu choose "Customers"
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[[file:CustomerMenu.PNG]]
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 +
In the following window click on "Create customer" at the top of youre screen right
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[[file:Createcustomer.PNG|1000px]]
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After this you will need to enter the following values
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 +
{| class="wikitable"
 +
| Company name
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| The name of the company
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|-
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| Address
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| Address of the company
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|-
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| Zipcode
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| Zipcode of the company
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|-
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| City
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| City of the company
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|-
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| Country
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| Country of the company
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|-
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| Website
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| Website of the company
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|-
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| Phone
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| Phone number of the company
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|-
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| Customer group
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| Group that the customer will be using.
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|-
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| Discount
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| Discount of the customer
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|-
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| Currency
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| Currency that the customer will use
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|}
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 +
Click on the button "Add customer" to add the customer.

Latest revision as of 15:13, 11 June 2020

It goes without saying that you will have users in the Qmaze builder. You do that here.

Users

You must add an user for each person that will use the builder. As soon as a user has an account, they can use the builder. You can also indicate in modules what the person has access to.

Adding users

To add users to to the Users&Customers module. On the top of your screen right click on the button "Create user"

CreateUser.PNG

Fill the following values and click on the button "Add user"

Username This will be also the loginname of the account
Name The name of the person that will get the account
Email address Email of the accountperson
Password Password of the account
Language This will provide the choosen language to be default for that user.
Customer Wich customer does the person belong
Role What role will the account have
Phone Phone number of the person
Landing page Landing page of the user.
Qmazebuilder acces? Provide acces to the Qmazebuilder
Detail screen Wich front end will be shown to the user
User groups Wich group the user is added to for example webuser.

User Groups & Roles

You can use User Groups and Roles as soon as you want to merge people into privileges. It is used to group users together. Once users are fed together they can be used in the report editor to treat specific goals in authentication. Such as that a specific group may see an element.

Adding User groups

To add user groups navigate to the Users&Customers module and choose on the menu at left side of the screen "User groups"

Usergroupsmenu.PNG

After this you will need to click on the "Create User group" button and enter the following values

Name The name of the user group
Discription Discription of the purpose of the user group
Users Users that are member of the user group

Click on the button "Add User group" to add the user group

Customers

The users of the configurator have an account if there is no account with the user, then one is created. The user has basic information such as the customers and who the suppliers are. Customer groups are the same as user groups.


Adding customers

To add customers you will need to navigate to the Users&Customers module. At the left menu choose "Customers"

CustomerMenu.PNG

In the following window click on "Create customer" at the top of youre screen right

Createcustomer.PNG

After this you will need to enter the following values

Company name The name of the company
Address Address of the company
Zipcode Zipcode of the company
City City of the company
Country Country of the company
Website Website of the company
Phone Phone number of the company
Customer group Group that the customer will be using.
Discount Discount of the customer
Currency Currency that the customer will use

Click on the button "Add customer" to add the customer.