The System Accounts tab contains information and settings related to how a provider works in XTRF. In this tab, you can set the status of the provider and the settings of both the Partner Zone and FTP.
The login name for the Partner Zone currently assigned to the provider.
The password to the Partner Zone.
To change the password, clickat the bottom of the tab.
A provider cannot be assigned to both a status and a group. If you deselect the Assign to Status tickbox, the provider will be assigned the rights of the group selected in the Assign to Group field.
|Assign to Status|
The provider'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.
To modify a status, go to System > Configuration > Partner Management > Partner Groups - Rights.
If you decide to assign a provider to a group and not to his/her selected status, you can use the status as a filter property whenever searching for providers in a Browse table. For example, a provider has the Incomplete Data status, but you deselected the Assign to Status tickbox and assigned this provider to a group because this group's rights are more appropriate for the provider's work. However, when you want to finish entering all of the provider'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|
The provider's appointed group. Each group can have unique rights in XTRF, such as access to certain areas in the Partner Zone.
To assign your provider to a group, deselect the Assign to Status tickbox, click on the drop-down list and select an item.
To create a group, go to System > Configuration > Partner Management > Partner Groups - Rights.
|Partner Zone Settings|
|Partner Zone Login Allowed|
Permission for the provider to access the Partner Zone.
A project manager can log directly in to the selected provider's account in the Partner Zone by clicking.
|Preferred Interface Language|
How values will be formatted and the language of the interface on the Partner Zone.
To customise the Partner Zone, click Preferences - Partner.. A new window appears. For a description of the window, click here:
|FTP Access Settings|
|FTP Login Allowed|
If given access, the provider can log in to the FTP server but only download files.
|FTP Write Allowed|
If given access, the provider can log in to the FTP server and download and upload files.
To give or deny access, click at the bottom of the tab.
The provider's directory FTP server address.
Click to edit the provider's settings for the Partner Zone.
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 .
An automated welcome email sent to a provider after registration. If the provider was given access to the Partner Zone, the welcome e-mail contains the URL to the Partner Zone and his/her login name and password.
Click to automatically send the automated email to the provider.
An automated email sent to the provider which contains the the URL to the Partner Zone and the provider's login name and password. This email assumes that the provider has forgotten such information and requested to have it resent.
Click to automatically resend the login information to the provider.
An automated email sent to the provider which contains a summary of such information as CAT tools and rates. A data summary is typically sent when the provider wants to examine his/her data in the system in order to see if everything is correct.
Click to automatically send to the data summary to the provider.
|Click to modify the tab.|
|Click to apply any modifications.|
|Click to terminate the modification process.|