Changes for page Client Access Groups

Last modified by Megan Kahl on 2022/01/28 11:47
<
From version < 16.1 >
edited by Megan Kahl
on 2022/01/28 11:04
To version < 21.1 >
edited by Megan Kahl
on 2022/01/28 11:42
>
Change comment: Uploaded new attachment "1643370163574-589.png", version {1}

Summary

Details

Page properties
Content
... ... @@ -1,39 +1,27 @@
1 +(% style="text-align: center;" %)
2 +(% style="color: rgb(41, 128, 185); font-size: 28px" %)**CLIENT ACCESS GROUPS**
1 1  
2 -**DISCLAIMER**
3 3  
4 -Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
5 5  
6 -In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
6 +(% style="text-align: center;" %)
7 +(% style="color:#2980b9" %)**BY**
7 7  
8 -EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
9 9  
10 -Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
11 11  
11 +(% style="text-align:center" %)
12 +[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
12 12  
13 13  
14 14  
15 15  
16 16  
18 +The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually.
17 17  
20 +(% style="text-align: center;" %)
21 +== (% style="color:#2980b9" %)**Creating Client Access Groups**(%%) ==
18 18  
19 -**COPYRIGHT**
20 20  
21 -This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
22 22  
23 -EBSphere (Pty) Limited
24 -
25 -P.O. Box 785803
26 -
27 -Sandton
28 -
29 -2146
30 -
31 -
32 -
33 -[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] The Client Access Groups function allows users access to a list of clients, without needing to grant each user access to each client manually.
34 -
35 -**Creating Client Access Groups**
36 -
37 37  Go to the Administration Menu at the top of the screen. Select Static Settings and then Client Access Groups.
38 38  
39 39  
... ... @@ -50,13 +50,16 @@
50 50  
51 51  
52 52  
53 -**Adding Clients to a Client Access Group**
41 +(% style="text-align: center;" %)
42 +== (% style="color:#2980b9" %)**Adding Clients to a Client Access Group**(%%) ==
54 54  
44 +
45 +
55 55  Double click on the __Clients__ hyperlink next to the Client Access Group you want to add clients to. If any clients have already been added to the group, they will appear on this screen. To add new clients click on the dropdown and the list of available clients will appear. Click on the client to add it to the group.
56 56  
57 57  [[image:Client Access Groups_html_c3c7025656bcfd6d.png||height="79" width="487"]]
58 58  
59 -[[image:Client Access Groups_html_94704ecce967d8aa.gif||alt="Shape1"]] [[image:Client Access Groups_html_c58962d03e03baab.gif||alt="Shape2"]] [[image:Client Access Groups_html_9fcce0ddee24149a.png||height="291" width="292"]]
50 + [[image:Client Access Groups_html_9fcce0ddee24149a.png||height="291" width="292"]]
60 60  
61 61  Once done press the “**Save**” button.
62 62  
... ... @@ -66,8 +66,11 @@
66 66  
67 67  
68 68  
69 -**Allocating Users to Access Groups**
60 +(% style="text-align: center;" %)
61 +== (% style="color:#2980b9" %)Allocating Users to Access Groups(%%) ==
70 70  
63 +
64 +
71 71  Go to the People Menu at the top of the screen. Select Client Access.
72 72  
73 73  [[image:Client Access Groups_html_4d2e3fac1bdaf5.png||height="111" width="118"]]
... ... @@ -75,11 +75,11 @@
75 75  
76 76  Double click on the __view__ hyperlink next to the relevant User Name.
77 77  
78 -[[image:Client Access Groups_html_3d18db200ecdf2a9.gif||alt="Shape3"]] [[image:Client Access Groups_html_21862d49babe5c0b.png||height="78" width="438"]]
72 +[[image:Client Access Groups_html_21862d49babe5c0b.png||height="78" width="438"]]
79 79  
80 80  Select the Client Access Groups Tab - the client groups that the user has access to will be displayed.
81 81  
82 -[[image:Client Access Groups_html_a034c6fc3671c2eb.gif||alt="Shape4"]] [[image:Client Access Groups_html_e3a98d3fb3c848ff.png||height="149" width="478"]]
76 +[[image:Client Access Groups_html_e3a98d3fb3c848ff.png||height="149" width="478"]]
83 83  
84 84  To add new clients groups to the user profile, click on “Click here to add a new row”. A drop down of available client groups will appear. Select the client access group to be added, and select the “Save” button.
85 85  
... ... @@ -86,3 +86,39 @@
86 86  [[image:Client Access Groups_html_f439d3aa108f0a1f.png||height="86" width="308"]]
87 87  
88 88  The User will now have access to all of the clients that are in the selected Client Access Group.
83 +
84 +
85 +
86 +(% style="text-align: center;" %)
87 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
88 +
89 +
90 +
91 +(% style="color:#2980b9" %)**DISCLAIMER**
92 +
93 +Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
94 +
95 +In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
96 +
97 +EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
98 +
99 +Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
100 +
101 +
102 +(% style="color:#2980b9" %)**COPYRIGHT**
103 +
104 +This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
105 +
106 +
107 +EBSphere (Pty) Limited
108 +
109 +P.O. Box 785803
110 +
111 +Sandton
112 +
113 +2146
114 +
115 +
116 +
117 +(% style="text-align:center" %)
118 +[[image:Client Access Groups_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
1643370040633-675.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +38.9 KB
Content
1643370087321-272.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +104.7 KB
Content
1643370138526-928.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +35.6 KB
Content
1643370163574-589.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +23.1 KB
Content

Applications

Navigation

Need help?

If you need help with XWiki you can contact: