Organisation EditPerson: Difference between revisions

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(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...")
 
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== 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

Latest revision as of 06:55, 3 March 2023

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 allows them to perform actions in the system.

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 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

  1. Click the role Organization Management in the navigation tree
  2. Click Persons > Create new person
    • The Edit person view opens
  3. Fill in the fields (according to the table above)
  4. Click save

How to - Edit a Person

  1. First, use the search function to search for the person you want to edit
  2. Click on the ID of the person to edit the properties
  3. Edit or fill in the fields (according to the table above)
  4. Connect a manager to the person
    • Enter the name or part of the name of the manager
    • Click search Icon Search.png
    • Choose the manager in the drop-down list
  5. 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
  6. The Attributes section displays attributes for the selected person
    • Edit the attribute values if needed
  7. Open the Attributes - history by clicking expand Icon Expand.png
    • Section display previous attributes for the selected person
    • Select attribute in list box
  8. Open The persons all objects by clicking expand 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 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
  1. Click save

How to - Manage Graphs

Read more about how to manage graphs

How to - Add a Person to a Consumption Group

  1. First, use the search function to search for the person you want to edit
  2. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select add to consumption group.
  3. 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.

  1. First, search for the person you want to edit
  2. Check the box for the person you want to remove
  3. Select delete in the action menu Icon Links.png to the left in the toolbar
    • The person is removed

How to - Set a Person Active/Inactive

  1. First, use the search function to search for the person you want to edit
  2. Click on the ID of the person to edit the properties
  3. Check or uncheck the active box
  4. Click save

How to - Remove Person Information from the System

  1. First, use the search function to search for the person you want remove person information on
  2. Click on the ID of the person to open the edit person view
  3. Click remove from system
    • All stored personal information will be removed from the system and are according to GDPR
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