Home Portal

Skip to end of metadata
Go to start of metadata
System Accounts tab

 

The System Accounts tab contains information and settings related to how a customer works in XTRF. In this tab, you can set the status of the customer and the settings of both the Partner Zone/Portal and FTP.

The settings made here will be applied to the Partner Zone and the Partner Portal. To enable the Partner Portal, which means that the customer will use the Partner Portal and not the Partner Zone, go to System > Configuration > Partner Management > Customer Portal.

 

System Login

The login name currently assigned to the customer.

    • The login name is the same as the customer's ID number. Therefore, to change the customer's system login, change the ID number on the Identification Data tab.
    • To create or view the logins the customer uses for external systems, click on user name in other systems . A new window appears. For a description of the window, click here: Partner Aliases Window.
Password

The password currently assigned to the customer.

To change the password, click Edit System Account at the bottom of the tab.

Access Rights
 

A customer cannot be assigned to both a status and a group. If you deselect the Assign to Status tickbox, the customer will be assigned the rights of the group selected in the Assign to Group field.

Assign to Status

The customer's current assignment to the status selected for him/her on the Identification Data tab. Each status can have unique rights in XTRF, such as access to certain areas in the Partner Zone/Portal.

    • To assign the customer to the selected status, select the tickbox. The Assign to Group field is locked.
    • To remove the customer's assignment to the selected status, deselect the tickbox. The Assign to Group field is unlocked.
    • To change the status of the customer, go to the Identification Data tab.

 

To modify a status, go to System > Configuration > Partner Management > Partner Groups - Rights.

If you decide to assign a customer to a group and not to his/her selected status, you can use the status as a filter property whenever searching for customer in a Browse table. For example, a customer has the Incomplete Data status, but you deselected the Assign to Status tickbox and assigned this customer to a group because this group's rights are more appropriate for the customer's work. However, when you want to finish entering all of the customer's information, you can select the Incomplete Data status in the search filter to limit the number of entries in the Browse table.

Assign to Group

Permission for the customer to access the Partner Zone/Portal.

    • To give the customer access to the Partner Zone/Portal, select the tickbox.
    • To prohibit the customer from accessing the Partner Zone/Portal, deselect the tickbox.

To create a group, go to System > Configuration > Partner Management > Partner Groups - Rights.

Partner Zone Settings
Partner Zone Login Allowed

Permission for the customer to access the Partner Zone/Portal.

    • To give the customer access to the Partner Zone/Portal, select the tickbox.
    • To prohibit the customer from accessing the Partner Zone/Portal, deselect the tickbox.

A project manager can log directly in to the selected customer's account in the Partner Zone/Portal by clicking Login as this Partner.

Preferred Interface Language

How values will be formatted and the language of the interface on the Partner Zone/Portal.

To customise the Partner Zone/Portal, click Edit Preferences. A new window appears. For a description of the window, click here: Preferences - Partner.

FTP Access Settings
FTP Login Allowed

If given access, the customer can log in to the FTP server but only download files.

    • To give or deny access, click Edit System Account at the bottom of the tab.
    • To inspect the customer's FTP, click Browse FTP.
FTP Write Allowed

If given access, the customer can log in to  the FTP server and download and upload files.

To give or deny access, click Edit System Account at the bottom of the tab.

Home Directory

The customer's directory on the FTP server.

Edit System Account

Click to edit the customer's settings for the Partner Zone/Portal.

When you click on this button, a new window opens. For a description of the window, click here: Edit System Account Window .
 

To customise the following automated email templates, go to System > Configuration > Partner Management > E-mail/SMS Templates.

Send Welcome Email

An automated welcome email sent to a customer after registration. If the customer was given access to the Partner Zone/Portal, the welcome e-mail contains the URL to the Partner Zone/Portal and his/her login name and password.

Click to automatically send the automated email to the customer.

Resend Login Info

An automated email sent to the customer which contains the the URL to the Partner Zone/Portal and the customer login name and password. This email assumes that the customer has forgotten such information and requested to have it resent.

Click to automatically resend the login information to the customer.

EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.
Create Quote

Click to create an estimate for a project of this customer.

When you click this button, you are taken to a new page. For a description of the page, click here: Quote Create.

Create Project

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.