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Field | Description | |||||
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Staff | Staff member entity name. A user must be linked to a Staff Member entity. If the entity does not exist, it can be created from this dialog. | |||||
User Name | User name for the staff member to login to Framework applications.
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Name | Name that will represent the user when logged in to Framework applications.
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User Group | User group applied to the user.
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Reg/Div Restricted? | When set to Yes, the user's access in Reporting is modified to exclude Region/Divisions not allocated to them. | |||||
| Reg/Div Super User? | When set to Yes, Super User attributes are assigned to the user, but only for the Region/Divisions allocated to them. | |||||
Super User? | Is the user a super user?
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Override Grp Sec Level? | Does the user override the group security level?
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Level | Security Level applied to the user | |||||
Override Same Level? | Can the user edit a job belonging to another user in the same level as them?
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Inactive? | Is the user inactive and able to log in?
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Field | Description | |||||
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Module | Default Framework ECM module opened when the user logs in. | |||||
Initial Licence | The licence that will be used when the user first logs in. Example: If
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CRM Tools Group
Field | Description |
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Department | Department that will be allocated to a CRM record the user creates, such as a Comment or Alert. |
Team | Team that will be allocated to a CRM record the user creates. |
Method | Default method that will be applied to a CRM record the user creates. |
Show Alerts? | Alerts created for a client, job or land record will be automatically displayed to the user?
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Show Follow Up? | Follow Ups created for a client, job or land record will be automatically displayed to the user?
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