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2023-03-03T06:55:35Z

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← Older revision		Revision as of 06:55, 3 March 2023
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	<translate>		<translate>
	== Persons ==		== Persons == <!--T:1-->

			<!--T:2-->
	The ''Persons'' function is used to track all [[{{Link}}Person\|persons]] in the organization.		The ''Persons'' function is used to track all [[{{Link}}Person\|persons]] in the organization.

			<!--T:3-->
	Persons might for example be associated with [[{{Link}}Consumption Group\|consumption groups]], [[{{Link}}Object\|objects]] etc., simplifying administration and follow-up procedures.		Persons might for example be associated with [[{{Link}}Consumption Group\|consumption groups]], [[{{Link}}Object\|objects]] etc., simplifying administration and follow-up procedures.

			<!--T:4-->
	A person is not necessarily a [[{{Link}}User\|user]] in Pro 9. On the other hand, it is simple to make persons users and issue [[{{Link}}Permissions\|permissions]] that allows them to perform actions in the system.		A person is not necessarily a [[{{Link}}User\|user]] in Pro 9. On the other hand, it is simple to make persons users and issue [[{{Link}}Permissions\|permissions]] that allows them to perform actions in the system.

			<!--T:5-->
	{\|		{\|
	\|-		\|-
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	\|}		\|}

			<!--T:6-->
	=== How to - Create a New Pe		=== How to - Create a New Pe
	# Click the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree		# Click the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree
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	# Click '''save'''		# Click '''save'''

	=== How to - Edit a Person ===		=== How to - Edit a Person === <!--T:7-->

			<!--T:8-->
	# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit		# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit
	# Click on the ID of the person to edit the properties		# Click on the ID of the person to edit the properties
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	# Click '''save'''		# Click '''save'''

	=== How to - Manage Graphs ===		=== How to - Manage Graphs === <!--T:9-->

			<!--T:10-->
	Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]		Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]

	=== How to - Add a Person to a Consumption Group ===		=== How to - Add a Person to a Consumption Group === <!--T:11-->

			<!--T:12-->
	# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit		# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select add to consumption group.		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select add to consumption group.
	# Select another '''Consumption Group''' from the list box		# Select another '''Consumption Group''' from the list box

	=== How to - Remove a Person ===		=== How to - Remove a Person === <!--T:13-->

			<!--T:14-->
	You can only remove persons that aren't associated with any data or statistics.		You can only remove persons that aren't associated with any data or statistics.

			<!--T:15-->
	# First, search for the person you want to edit		# First, search for the person you want to edit
	# Check the box for the person you want to remove		# Check the box for the person you want to remove
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	#:* The person is removed		#:* The person is removed

	=== How to - Set a Person Active/Inactive ===		=== How to - Set a Person Active/Inactive === <!--T:16-->

			<!--T:17-->
	# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit		# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want to edit
	# Click on the ID of the person to edit the properties		# Click on the ID of the person to edit the properties
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	# Click '''save'''		# Click '''save'''

	=== How to - Remove Person Information from the System ===		=== How to - Remove Person Information from the System === <!--T:18-->

			<!--T:19-->
	# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want remove person information on		# First, use the [[{{Link}}Organisation MainSearch\|search function]] to search for the person you want remove person information on
	# Click on the ID of the person to open the edit person view		# Click on the ID of the person to open the edit person view

Toptiuser: Created page with " == Persons == The ''Persons'' function is used to track all persons in the organization. Persons might for example be associated with consumption groups, objects etc., simplifying administration and follow-up procedures. A person is not necessarily a user in Pro 9. On the other hand, it is simple to make persons users and issue permissions that allo..."

2023-02-14T16:06:17Z

Created page with "<translate> == Persons == The ''Persons'' function is used to track all [[{{Link}}Person|persons]] in the organization. Persons might for example be associated with [[{{Link}}Consumption Group|consumption groups]], [[{{Link}}Object|objects]] etc., simplifying administration and follow-up procedures. A person is not necessarily a [[{{Link}}User|user]] in Pro 9. On the other hand, it is simple to make persons users and issue [[{{Link}}Permissions|permissions]] that allo..."

New page

<translate>
== Persons ==

The ''Persons'' function is used to track all [[{{Link}}Person|persons]] in the organization.

Persons might for example be associated with [[{{Link}}Consumption Group|consumption groups]], [[{{Link}}Object|objects]] etc., simplifying administration and follow-up procedures.

A person is not necessarily a [[{{Link}}User|user]] in Pro 9. On the other hand, it is simple to make persons users and issue [[{{Link}}Permissions|permissions]] that allows them to perform actions in the system.

{|
|-
|width="150 px" |'''Field'''
|'''Contains'''
|-
|Id (''required field'')
|Unique identification string
|-
|First name (''required field'')
|First name
|-
|Last name
|Last name
|-
|Email
|Email address
|-
|Title
|The person's title/role in the company
|-
| Manager
| Manager connected to the person
|-
|Consumption group
|[[{{Link}}Consumption Group|Consumption group]] that this person belongs to
|-
|Info
|Extra information about the person
|-
| Profile image
| Profile image uploaded to the person profile
|-
|Active
|Whether the person is active
|}

=== How to - Create a New Pe
# Click the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree
# Click '''Persons > Create new person'''
#:* The ''Edit person'' view opens
# Fill in the fields (according to the table above)
# Click '''save'''

=== How to - Edit a Person ===

# First, use the [[{{Link}}Organisation MainSearch|search function]] to search for the person you want to edit
# Click on the ID of the person to edit the properties
# Edit or fill in the fields (according to the table above)
# Connect a '''manager''' to the person
#:* Enter the name or part of the name of the manager
#:* Click '''search''' [[Image:Icon Search.png]]
#:* Choose the manager in the drop-down list
# To upload a '''profile image''' to the person
#:* Click '''choose file''' to select a file from your file explorer
#:* Adjust picture size
#:* Click '''use image'''
# The ''Attributes'' section displays attributes for the selected person
#:* Edit the attribute values if needed
# Open the ''Attributes - history'' by clicking '''expand''' [[Image:Icon Expand.png]]
#:* Section display previous attributes for the selected person
#:* Select attribute in list box
# Open ''The persons all objects'' by clicking '''expand''' [[Image:Icon Expand.png]]
#:* The frame contains a table over the objects that belong to the person
#:* In this table you can select objects to add to bag, book services for, move, handle attributes for or export to file from the action menu
#:** Check the box for each object you want to handle
#:** Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table and select an action
#:* Or open one object by clicking on the name
::::* Read more about the [[Organisation EditObject|Edit object view]]
# Click '''save'''

=== How to - Manage Graphs ===

Read more about [[{{Link}}Organisation_Graphs|how to manage graphs]]

=== How to - Add a Person to a Consumption Group ===

# First, use the [[{{Link}}Organisation MainSearch|search function]] to search for the person you want to edit
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select add to consumption group.
# Select another '''Consumption Group''' from the list box

=== How to - Remove a Person ===

You can only remove persons that aren't associated with any data or statistics.

# First, search for the person you want to edit
# Check the box for the person you want to remove
# Select '''delete''' in the action menu [[Image:Icon Links.png]] to the left in the toolbar
#:* The person is removed

=== How to - Set a Person Active/Inactive ===

# First, use the [[{{Link}}Organisation MainSearch|search function]] to search for the person you want to edit
# Click on the ID of the person to edit the properties
# Check or uncheck the '''active''' box
# Click '''save'''

=== How to - Remove Person Information from the System ===

# First, use the [[{{Link}}Organisation MainSearch|search function]] to search for the person you want remove person information on
# Click on the ID of the person to open the edit person view
# Click '''remove from system'''
#* All stored personal information will be removed from the system and are according to [[{{Link}}GDPR|GDPR]]

</translate>

[[Category:F01{{Langcat|Organisation EditPerson}}]]

Organisation EditPerson - Revision history

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