Biller ServiceCategory: Difference between revisions
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(Created page with "<translate> == Manage Service Categories == In the ''Manage service categories'' view you can add, edit or delete [[{{Link}}Service Category|service categories]]. It is also possible to set user [[{{Link}}Permissions|permissions]] on specific service categories. In the ''Book services'' view, you may filter services by category. === How to - Show Service Categories === # Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu # Click '''Services...") |
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== Manage Service Categories == | == Manage Service Categories == <!--T:1--> | ||
<!--T:2--> | |||
In the ''Manage service categories'' view you can add, edit or delete [[{{Link}}Service Category|service categories]]. It is also possible to set user [[{{Link}}Permissions|permissions]] on specific service categories. In the ''Book services'' view, you may filter services by category. | In the ''Manage service categories'' view you can add, edit or delete [[{{Link}}Service Category|service categories]]. It is also possible to set user [[{{Link}}Permissions|permissions]] on specific service categories. In the ''Book services'' view, you may filter services by category. | ||
=== How to - Show Service Categories === | === How to - Show Service Categories === <!--T:3--> | ||
<!--T:4--> | |||
# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu | # Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu | ||
# Click '''Services > Manage service categories''' | # Click '''Services > Manage service categories''' | ||
#:* The ''Manage service categories'' view is shown | #:* The ''Manage service categories'' view is shown | ||
=== How to - Create Service Category === | === How to - Create Service Category === <!--T:5--> | ||
<!--T:6--> | |||
# Click on '''add''' [[Image:Icon Add.png]] | # Click on '''add''' [[Image:Icon Add.png]] | ||
# Edit the '''name''' | # Edit the '''name''' | ||
| Line 17: | Line 20: | ||
#:* The [[Service Category|service category]] is now available in the function ''Services'' | #:* The [[Service Category|service category]] is now available in the function ''Services'' | ||
=== How to - Edit Service Category === | === How to - Edit Service Category === <!--T:7--> | ||
<!--T:8--> | |||
# Click on '''edit''' [[Image:Icon Edit.png]] in front of the group you want to edit | # Click on '''edit''' [[Image:Icon Edit.png]] in front of the group you want to edit | ||
# Edit the '''name''' | # Edit the '''name''' | ||
# Click on '''save''' [[Image:Icon Save.png]] | # Click on '''save''' [[Image:Icon Save.png]] | ||
=== How to - Remove Service Category === | === How to - Remove Service Category === <!--T:9--> | ||
<!--T:10--> | |||
Only categories that do not contain services can be removed. | Only categories that do not contain services can be removed. | ||
<!--T:11--> | |||
# Check the box for each category you want to delete | # Check the box for each category 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 category is immediately deleted | #:* The category is immediately deleted | ||
=== How to - Edit Permissions on a Service Category === | === How to - Edit Permissions on a Service Category === <!--T:12--> | ||
<!--T:13--> | |||
# Click '''permissions''' for the service category you want to set permissions for | # Click '''permissions''' for the service category you want to set permissions for | ||
# Read more about [[{{Link}}Biller SecurityServiceCategory|how to manage permissions on service categories]] | # Read more about [[{{Link}}Biller SecurityServiceCategory|how to manage permissions on service categories]] | ||
Latest revision as of 09:36, 28 February 2023
Manage Service Categories
In the Manage service categories view you can add, edit or delete service categories. It is also possible to set user permissions on specific service categories. In the Book services view, you may filter services by category.
How to - Show Service Categories
- Click on the role Invoicing in the navigation menu
- Click Services > Manage service categories
- The Manage service categories view is shown
How to - Create Service Category
- Click on add
- Edit the name
- Click on save
- The service category is now available in the function Services
How to - Edit Service Category
- Click on edit
in front of the group you want to edit - Edit the name
- Click on save
How to - Remove Service Category
Only categories that do not contain services can be removed.
- Check the box for each category you want to delete
- Click the icon
to open the action menu in the toolbar above the table, and select delete
- The category is immediately deleted
How to - Edit Permissions on a Service Category
- Click permissions for the service category you want to set permissions for
- Read more about how to manage permissions on service categories