Organisation MainGroup - Revision history

Sofial: Marked this version for translation

2023-03-03T06:57:07Z

Marked this version for translation

← Older revision		Revision as of 06:57, 3 March 2023
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	<translate>		<translate>
	== Create or Edit Main Group ==		== Create or Edit Main Group == <!--T:1-->

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	In this view you can create [[{{Link}}Main Group\|main groups]] or edit main group settings. This is where you define the number of [[{{Link}}Organisation Level\|levels]] in your organization and also some important settings regarding the [[{{Link}}AD HR Integration\|AD/HR integration]] if you have the connector. You can also manage the surcharge setting for calls and [[{{Link}}Service\|services]] in this view, if applicable.		In this view you can create [[{{Link}}Main Group\|main groups]] or edit main group settings. This is where you define the number of [[{{Link}}Organisation Level\|levels]] in your organization and also some important settings regarding the [[{{Link}}AD HR Integration\|AD/HR integration]] if you have the connector. You can also manage the surcharge setting for calls and [[{{Link}}Service\|services]] in this view, if applicable.

	=== How to - Create Main Group ===		=== How to - Create Main Group === <!--T:3-->

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	# Click '''add''' [[Image:Icon_Add.png]] in the [[{{Link}}Organisation MainGroups\|Main groups]] view		# Click '''add''' [[Image:Icon_Add.png]] in the [[{{Link}}Organisation MainGroups\|Main groups]] view
	#:* The ''New main group'' view opens		#:* The ''New main group'' view opens
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	# Click '''save'''		# Click '''save'''

	=== How to - Edit Main Group ===		=== How to - Edit Main Group === <!--T:5-->

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	# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups\|Main groups]] view		# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups\|Main groups]] view
	#:* The view '''edit main group''' is shown		#:* The view '''edit main group''' is shown
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	# Click '''save'''		# Click '''save'''

	=== How to - Delete Main Group ===		=== How to - Delete Main Group === <!--T:7-->

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	# Check the box for each main group you want to delete		# Check the box for each main group you want to delete
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* The main group is immediately deleted		#:* The main group is immediately deleted

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	'''Note:''' The main group can only be deleted if there are no underlying organization groups		'''Note:''' The main group can only be deleted if there are no underlying organization groups

	=== How to - Manage Organization Levels ===		=== How to - Manage Organization Levels === <!--T:10-->

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	# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups\|Main groups]] view		# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups\|Main groups]] view
	#:* The view '''edit main group''' is shown		#:* The view '''edit main group''' is shown
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	##:* Only organization levels that don't contain any organization groups can be deleted		##:* Only organization levels that don't contain any organization groups can be deleted

	=== How to - Set up Integrations with External Systems ===		=== How to - Set up Integrations with External Systems === <!--T:12-->

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	If there is an [[{{Link}}AD HR Integration\|AD/HR integration]] for this main group, you need to set the following parameters to be able to set up and update the organization structure automatically via the AD/HR integration.		If there is an [[{{Link}}AD HR Integration\|AD/HR integration]] for this main group, you need to set the following parameters to be able to set up and update the organization structure automatically via the AD/HR integration.

			<!--T:14-->
	# Show the ''Settings for integrations with external systems'' section by clicking '''expand''' [[Image:Icon Expand.png]]		# Show the ''Settings for integrations with external systems'' section by clicking '''expand''' [[Image:Icon Expand.png]]
	# Define in what organization group to place the following [[{{Link}}Object\|objects]] that are imported:		# Define in what organization group to place the following [[{{Link}}Object\|objects]] that are imported:
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	#:: If the top part of the organization structure doesn't change, you can choose to only import e.g. the two lowest levels, i.e. the objects and the [[{{Link}}Cost Center\|cost centers]]		#:: If the top part of the organization structure doesn't change, you can choose to only import e.g. the two lowest levels, i.e. the objects and the [[{{Link}}Cost Center\|cost centers]]

	=== How to - Set up Aggregation Time Zone and Start Time ===		=== How to - Set up Aggregation Time Zone and Start Time === <!--T:15-->

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	# Show the ''Aggregation'' section by clicking '''expand''' [[Image:Icon Expand.png]]		# Show the ''Aggregation'' section by clicking '''expand''' [[Image:Icon Expand.png]]
	# Select '''time zone offset''' in the dropdown list		# Select '''time zone offset''' in the dropdown list

Toptiuser: Created page with " == Create or Edit Main Group == In this view you can create main groups or edit main group settings. This is where you define the number of levels in your organization and also some important settings regarding the AD/HR integration if you have the connector. You can also manage the surcharge setting for calls and services in this view, if applicable. ===..."

2023-02-15T14:15:06Z

Created page with "<translate> == Create or Edit Main Group == In this view you can create [[{{Link}}Main Group|main groups]] or edit main group settings. This is where you define the number of [[{{Link}}Organisation Level|levels]] in your organization and also some important settings regarding the [[{{Link}}AD HR Integration|AD/HR integration]] if you have the connector. You can also manage the surcharge setting for calls and [[{{Link}}Service|services]] in this view, if applicable. ===..."

New page

<translate>
== Create or Edit Main Group ==

In this view you can create [[{{Link}}Main Group|main groups]] or edit main group settings. This is where you define the number of [[{{Link}}Organisation Level|levels]] in your organization and also some important settings regarding the [[{{Link}}AD HR Integration|AD/HR integration]] if you have the connector. You can also manage the surcharge setting for calls and [[{{Link}}Service|services]] in this view, if applicable.

=== How to - Create Main Group ===

# Click '''add''' [[Image:Icon_Add.png]] in the [[{{Link}}Organisation MainGroups|Main groups]] view
#:* The ''New main group'' view opens
# Enter a '''name'''
# Enter an '''address''' e.g. for invoicing
# Add a '''description'''
# Enter the '''underlying text''', i.e. the text to be included in reports
# Enter the '''surcharge''' percentage (positive for surcharge or negative for discount) for the main group
#:* The surcharge will be added to costs for traffic and services in reports and invoicing
# Select related node for [[{{Link}}MEX|MEX]]
#:* Is used if there are more than one node handling MEX mobiles
# To mark the group as the default group, check '''default main group'''
#:* There can be only one default group at any given time
# To hide the main group from selections, uncheck '''show in report selection'''
#:* The main group will not be selectable in reports, imports, and exports
#:* '''Note:''' This box is shown for system admin users only
# Click '''save'''

=== How to - Edit Main Group ===

# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups|Main groups]] view
#:* The view '''edit main group''' is shown
# Change the appropriate fields according to the description above
# Click '''save'''

=== How to - Delete Main Group ===

# Check the box for each main group you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The main group is immediately deleted

'''Note:''' The main group can only be deleted if there are no underlying organization groups

=== How to - Manage Organization Levels ===

# Click on the name of the group you want to edit in the [[{{Link}}Organisation MainGroups|Main groups]] view
#:* The view '''edit main group''' is shown
# Show the ''Manage organization levels'' section by clicking '''expand''' [[Image:Icon Expand.png]]
# To add a new [[{{Link}}Organisation Level|organization level]]
## Click '''add''' [[Image:Icon Add.png]]
## Enter a name for the organization level
## Click '''save''' [[Image:Icon Save.png]]
# To edit an existing level:
## Click '''edit''' [[Image:Icon Edit.png]] on that row
## Edit the name of the organization level
## Click '''save''' [[Image:Icon Save.png]]
# To delete a level:
## Click '''delete''' [[Image:Icon Delete.png]] on that row
##:* Only organization levels that don't contain any organization groups can be deleted

=== How to - Set up Integrations with External Systems ===

If there is an [[{{Link}}AD HR Integration|AD/HR integration]] for this main group, you need to set the following parameters to be able to set up and update the organization structure automatically via the AD/HR integration.

# Show the ''Settings for integrations with external systems'' section by clicking '''expand''' [[Image:Icon Expand.png]]
# Define in what organization group to place the following [[{{Link}}Object|objects]] that are imported:
#:* '''Default organization group''' - This is where objects are placed if no other organization group is defined
#:* '''Organization group for new objects''' - This is where new objects are placed
#:* '''Organization group for missing objects''' - This is the group to which existing objects are moved when they are no longer included in the integration
# Define the number of levels to be imported:
#:* '''No. of levels to be imported''' - Defines how many organization levels that are included in the import file
#:*:* If the top part of the organization structure doesn't change, you can choose to only import e.g. the two lowest levels, i.e. the objects and the [[{{Link}}Cost Center|cost centers]]

=== How to - Set up Aggregation Time Zone and Start Time ===

# Show the ''Aggregation'' section by clicking '''expand''' [[Image:Icon Expand.png]]
# Select '''time zone offset''' in the dropdown list
# Select a start time for the aggregation in '''start at'''
#:* The aggregation for the main group will start at the selected start time in the selected time zone

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