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Groups Page Manual 3.0 (view source)
Revision as of 10:28, 27 September 2017
, 10:28, 27 September 2017Created page with "Category:Manual Category:CRM Category:MIB3.0 Category: 4.2 {{Menu|Message= middle|30px '''Users > Groups'''}} <br /> __TOC__ <br /> Th..."
[[Category:Manual]] [[Category:CRM]] [[Category:MIB3.0]] [[Category: 4.2]]
{{Menu|Message= [[File:UsersIcon.png|middle|30px]] '''Users > Groups'''}}
<br />
__TOC__
<br />
The Groups page is related to user notifications.
In the 'group' field of Instances->Notifications, we can select the groups that we have previously created from the current page.
In the Groups page, there is a possibility to upload CSVs containing user_ids in order to add or remove users to the existing list. When a new CSV is uploaded, the operator will choose if users inside the file must be added or removed to the group.
<br />
== Blocks ==
=== Groups ===
----
<br />
[[File:GroupsForm.png|center|1000px|thumb|Groups basic information]]
<br />
{| class="wikitable" style="margin:0px;width:100%;"
! style="width:15%;" | Field
! style="width:45%;" | Description
! style="width:40%;" | Restrictions
|-
! style="text-align:left;border-left:5px solid red;"| Name
| Given name to the Group
| * Mandatory.
|-
! style="text-align:left;border-left:5px solid red;" | Source
| MiB access control. This should be the instance’s Source.
| * Mandatory
|}
<br />
=== File importer ===
----
<br />
[[File:FileImporterBlock.png|center|1000px|thumb|File Importer Block]]
<br />
In case one user to be added already exists in the group, nothing will be done. In case one user to be removed doesn't exist in the group, nothing will be reported. In case a non-existing ID tries to be added/removed, the ID will be reported as part of a warning message ("These User IDs doesn't exist in MiB database).
<br />
=== Users ===
----
<br />
[[File:UsersBlock.png|center|1000px|thumb|Users Block]]
<br />
Also, it is possible to add/remove a user manually from the GROUP.
<br />
== Actions ==
{| class="wikitable"
|-
! style="width:10%;" | [[#Create|Create]]
! style="width:10%;" | [[#Edit|Edit]]
! style="width:10%;" | [[#Edit in List|Edit in List]]
! style="width:10%;" | [[#Bulk Edit|Bulk Edit]]
! style="width:10%;" | [[#Copy|Copy]]
! style="width:10%;" | [[#Copy with Relateds|Copy with Relateds]]
! style="width:10%;" | [[#Delete|Delete]]
|-
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
|}
=== [[File:New3.png|middle|40px]] Create ===
Groups creation is enabled by default for most of the CRM operator profiles. It can be used to manually create Users Groups.
# Use the [[File:New3.png|middle|30px]] button to create an empty group.
# Fill all the group data and the related blocks.
# Once finished, save changes by using the [[File:Save3.png|middle|30px]] button in the Groups page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Edit ===
Groups edit is enabled by default for most of the CRM operator profiles. Once finished modifying the groups, save changes by using the [[File:Save3.png|middle|30px]] button in the Groups page.
<br />
<br />
=== [[File:Edit3.png|middle|40px]] Edit in List ===
Edit in list is not enabled for Groups page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Bulk Edit ===
Bulk Edit is enabled in the Groups page, allowing you to modify several groups at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:
* '''Groups basic information'''
* '''File Importer Block'''
* '''Users Block'''
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy ===
Copy is enabled for groups. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the group into a new group.
Once the group is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
Copy is enabled for groups and has the same behavior as Copy button.
<br />
<br />
=== [[File:Delete3.png|middle|40px]] Delete ===
Groups can be deleted by the operator using the [[File:Delete3.png|middle|30px]] button. A confirmation popup will be shown before excluding it.
<br />
{{Menu|Message= [[File:UsersIcon.png|middle|30px]] '''Users > Groups'''}}
<br />
__TOC__
<br />
The Groups page is related to user notifications.
In the 'group' field of Instances->Notifications, we can select the groups that we have previously created from the current page.
In the Groups page, there is a possibility to upload CSVs containing user_ids in order to add or remove users to the existing list. When a new CSV is uploaded, the operator will choose if users inside the file must be added or removed to the group.
<br />
== Blocks ==
=== Groups ===
----
<br />
[[File:GroupsForm.png|center|1000px|thumb|Groups basic information]]
<br />
{| class="wikitable" style="margin:0px;width:100%;"
! style="width:15%;" | Field
! style="width:45%;" | Description
! style="width:40%;" | Restrictions
|-
! style="text-align:left;border-left:5px solid red;"| Name
| Given name to the Group
| * Mandatory.
|-
! style="text-align:left;border-left:5px solid red;" | Source
| MiB access control. This should be the instance’s Source.
| * Mandatory
|}
<br />
=== File importer ===
----
<br />
[[File:FileImporterBlock.png|center|1000px|thumb|File Importer Block]]
<br />
In case one user to be added already exists in the group, nothing will be done. In case one user to be removed doesn't exist in the group, nothing will be reported. In case a non-existing ID tries to be added/removed, the ID will be reported as part of a warning message ("These User IDs doesn't exist in MiB database).
<br />
=== Users ===
----
<br />
[[File:UsersBlock.png|center|1000px|thumb|Users Block]]
<br />
Also, it is possible to add/remove a user manually from the GROUP.
<br />
== Actions ==
{| class="wikitable"
|-
! style="width:10%;" | [[#Create|Create]]
! style="width:10%;" | [[#Edit|Edit]]
! style="width:10%;" | [[#Edit in List|Edit in List]]
! style="width:10%;" | [[#Bulk Edit|Bulk Edit]]
! style="width:10%;" | [[#Copy|Copy]]
! style="width:10%;" | [[#Copy with Relateds|Copy with Relateds]]
! style="width:10%;" | [[#Delete|Delete]]
|-
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
|}
=== [[File:New3.png|middle|40px]] Create ===
Groups creation is enabled by default for most of the CRM operator profiles. It can be used to manually create Users Groups.
# Use the [[File:New3.png|middle|30px]] button to create an empty group.
# Fill all the group data and the related blocks.
# Once finished, save changes by using the [[File:Save3.png|middle|30px]] button in the Groups page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Edit ===
Groups edit is enabled by default for most of the CRM operator profiles. Once finished modifying the groups, save changes by using the [[File:Save3.png|middle|30px]] button in the Groups page.
<br />
<br />
=== [[File:Edit3.png|middle|40px]] Edit in List ===
Edit in list is not enabled for Groups page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Bulk Edit ===
Bulk Edit is enabled in the Groups page, allowing you to modify several groups at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:
* '''Groups basic information'''
* '''File Importer Block'''
* '''Users Block'''
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy ===
Copy is enabled for groups. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the group into a new group.
Once the group is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
Copy is enabled for groups and has the same behavior as Copy button.
<br />
<br />
=== [[File:Delete3.png|middle|40px]] Delete ===
Groups can be deleted by the operator using the [[File:Delete3.png|middle|30px]] button. A confirmation popup will be shown before excluding it.
<br />
