Changes

= Description Overview =

= Overview Resellers (Version 0.2.0) =An Overview of all In the service categoriesfollowing definitions, people and billing informationwe presume you are logged in as an employee of a reseller.

Some Notes:* Mouse over a service:** Left hand side -== Overview of <RESELLER> Pencil Symbol for service settings and defaults** Right hand side -> Plus Symbol for adding a new service* For a reseller, all services must be shown (Version 0.2. Services not 0) (to be sold are greyed out. If a reseller clicks on this service, a pop up window implemented) ==This is the default screen which appears, which tells when you log into the selfcare interface as an employee of a reseller how to proceed. [[file:selfcare_reseller_overview.png]]

Resellers Customers Services > <RESELLER>

<s><span style="color:blue">> Company ProfileOverview</span></s>¹ <span style="color:blue">> ResellersCompany Profile</span>²

<span style="color:blue">> ServicesEmployees</span>⁵ <span style="color:blue">> Services</span>⁶

<span style="color:green">+ New EmployeePerson</span>⁸ <span style="color:green">+ New PersonEmployee</span>⁹

:1 Overview page with the services and people (and later on billing): '''Overview of <RESELLER>''':2 The page with the billing address (and later on shipping address): '''Company Profile of <PROVIDERRESELLER>''':2 3 The page is the listing page of all the employees customers of the <PROVIDERRESELLER>: '''Employees Customers of <PROVIDERRESELLER>''':3 4 The page is the listing page of all the customers people of the <PROVIDERRESELLER>: '''Customers People of <PROVIDERRESELLER>''':4 5 The page is the listing page of all the people employees of the <PROVIDERRESELLER>: '''People Employees of <PROVIDERRESELLER>''':5 6 Overview page with the services: '''Services of <PROVIDERRESELLER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <PROVIDERRESELLER>''' listing page.:6 '''Add Reseller'''.:7 The page which enables you to add a customer to the <RESELLER>: '''Add Customer'''. :8 The page which enables you to add a person to the <RESELLER> or to a <CUSTOMER>: '''Add EmployeePerson'''.:9 The page which enables you to add an employee to the <RESELLER> or to a <CUSTOMER>: '''Add PersonEmployee'''.:10 Overview page with the services: '''Services of <PROVIDERRESELLER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page. == Overview of <RESELLER> ==  == Overview of <CUSTOMER> == 

== Overview Company Profile of <PERSON> == = Profile =Kommt man beim Klick auf "Profile" sofort in den Bearbeitungsmodus? Oder kommt zunächst eine Übersichtsseite mit den Angaben und diese können erst durch den Klick auf "Edit" bearbeitet werden? == Edit <PROVIDER> ==  == Edit <RESELLER> ==  == Edit <CUSTOMER> ==  == Edit <PERSON> == = Provider === Resellers of <PROVIDER> (Version 0.2.0) (to be implemented) ==

Resellers Customers Services > <RESELLER>

<span style="color:blue">> Overview</span> <sups>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sups> <span style="color:blue">> EmployeesCustomers</span>³ <span style="color:blue">> CustomersPeople</span>⁴ <span style="color:blue">> PeopleEmployees</span>⁵ <span style="color:blue">> Services</span>⁶

<span style="color:green">+ New ResellerCustomer</span>⁷ <span style="color:green">+ New CustomerPerson</span>⁸ <span style="color:green">+ New Employee</span>⁹ <span style="color:green">+ New Person</span>¹⁰ <span style="color:green">+ New Service</span>¹¹

Explanation::1 Overview page with the services and people (and later on billing): '''<PROVIDER>''':2 The page with the billing address (and later on shipping address): '''Company Profile of <PROVIDER>''':3 The page is the listing page of all the employees of the <PROVIDER>: '''Employees of <PROVIDER>''':4 The page is the listing page of all the customers of the <PROVIDER>: '''== Customers of <PROVIDERRESELLER>''':5 The page is the listing page of all the people of the <PROVIDER>: '''People of <PROVIDER>''':6 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <PROVIDER>''' listing pageVersion 0.:7 '''Add Reseller'''2.:8 '''Add Customer'''. :9 '''Add Employee'''.:10 '''Add Person'''.:11 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example online Backup0), than you automatically arrive on the '''Create Online Backup Account''' page. == Customers of <PROVIDER> ==

<span style="color:blue">> Overview</span>¹ <span style="color:blue">> Company Profile</span> <sups>2</sup> <span style="color:blue">> EmployeesCustomers</span><sup>3</sups> <span style="color:blue">> ResellersPeople</span>⁴ <span style="color:blue">> PeopleEmployees</span>⁵ <span style="color:blue">> Services</span>⁶

<span style="color:green">+ New ResellerCustomer</span>⁷ <span style="color:green">+ New CustomerPerson</span>⁸ <span style="color:green">+ New Employee</span>⁹ <span style="color:green">+ New Person</span>¹⁰ <span style="color:green">+ New Service</span>¹¹

Explanation::1 Overview page with the services and people (and later on billing): '''<PROVIDER>''':2 The page with the billing address (and later on shipping address): '''Company Profile of <PROVIDER>''':3 The page is the listing page of all the employees of the <PROVIDER>: '''Employees of <PROVIDER>''':4 The page is the listing page of all the resellers of the <PROVIDER>: '''Resellers of <PROVIDER>''':5 The page is the listing page of all the people of the <PROVIDER>: '''== People of <PROVIDERRESELLER>''':6 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <PROVIDER>''' listing pageVersion 0.:7 '''Add Reseller'''2.:8 '''Add Customer'''. :9 '''Add Employee'''.:10 '''Add Person'''.:11 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example online Backup0), than you automatically arrive on the '''Create Online Backup Account''' page. == Employees of <PROVIDER> ==

Resellers Customers People Services > > <RESELLER>

<span style="color:blue">> Overview</span>¹ <span style="color:blue">> Company Profile</span>² <span style="color:blue">> ResellersCustomers</span> <sups>3</sup> <span style="color:blue">> CustomersPeople</span><sup>4</sups> <span style="color:blue">> PeopleEmployees</span>⁵ <span style="color:blue">> Services</span>⁶

<span style="color:green">+ New ResellerCustomer</span>⁷ <span style="color:green">+ New CustomerPerson</span>⁸ <span style="color:green">+ New Employee</span>⁹ <span style="color:green">+ New PersonService</span>¹⁰ <span style="color:green">+ New Service</span>¹¹ Explanation::1 Overview page with the services and people (and later on billing): '''<PROVIDER>''':2 The page with the billing address (and later on shipping address): '''Company Profile = Employees of <PROVIDERRESELLER>''':3 The page is the listing page of all the resellers of the <PROVIDER>: '''Resellers of <PROVIDER>''':4 The page is the listing page of all the customers of the <PROVIDER>: '''Customers of <PROVIDER>''':5 The page is the listing page of all the people of the <PROVIDER>: '''People of <PROVIDER>''':6 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <PROVIDER>''' listing pageVersion 0.:7 '''Add Reseller'''2.:8 '''Add Customer'''. :9 '''Add Employee'''.:10 '''Add Person'''.:11 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example online Backup0), than you automatically arrive on the '''Create Online Backup Account''' page. == People of <PROVIDER> ==

Resellers Customers People Services > > <RESELLER>

<span style="color:blue">> Overview</span>¹ <span style="color:blue">> Company Profile</span>² <span style="color:blue">> EmployeesCustomers</span>³ <span style="color:blue">> ResellersPeople</span> <sups>4</sup> <span style="color:blue">> CustomersEmployees</span><sup>5</sups> <span style="color:blue">> Services</span>⁶

<span style="color:green">+ New ResellerCustomer</span>⁷ <span style="color:green">+ New CustomerPerson</span>⁸ <span style="color:green">+ New Employee</span>⁹ <span style="color:green">+ New Person</span>¹⁰ <span style="color:green">+ New Service</span>¹¹

Explanation::1 Overview page with the services and people (and later on billing): '''== Services of <PROVIDERRESELLER>''':(Version 0.2 The page with the billing address (and later on shipping address.0): '''Company Profile of <PROVIDER>'''==:3 The This page is shows you the listing services overview page of all the employees of the <PROVIDER>: '''Employees of <PROVIDER>''':4 reseller. The page view is the listing page of all same as the resellers of the <PROVIDER>: '''Resellers of <PROVIDER>''':5 The overview page is the listing page of all the customers of the <PROVIDER>: '''Customers of <PROVIDER>''':6 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on but without the '''Online Backup Accounts of <PROVIDER>''' listing page.:7 '''Add Reseller'''.:8 '''Add Customer'''. :9 '''Add Employee'''.:10 '''Add Person'''.:11 Overview page with the services: '''Services of <PROVIDER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' pagepeople and billing information.

= Resellers (Version 0.2.0) =In the following definitions, we presume you are logged in as a Reseller. == Overview of <RESELLER> (Version 0.2.0)==This is the default screen. [[file:selfcare_reseller_overviewselfcare_reseller_services.png]]

<s><span style="color:blue">> Overview</span></s>

<s><span style="color:blue">> Services</span></s>

Explanation::x Overview page with the services and people (and later on billing): '''== Add Customer for <RESELLER>''':x The page with the billing address (and later on shipping address): '''Company Profile of <RESELLER>''':x The page the listing page of all the employees of the <RESELLER>: '''Employees of <RESELLER>''':x Overview page with the services: '''Services of <RESELLER>'''Version 0.2. If only one service is configured (for example Online Backup0), than you automatically arrive on the '''Online Backup Accounts of <RESELLER>''' listing page.==:x '''Add Customer'''. :x '''Add Employee'''.:x '''Add Person'''.:x Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (customer for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' pagea reseller.

<s><span style="color:blue">> Company Profile</span></s>

<s><span style="color:green">+ New Customer</span></s>

== Customers of <RESELLER> Add Person (Version 0.2.0) ==TBD (Mockup needs to be created and described, current solution is only a work around): Add person. First you have to choose a customer to which you would like to add a person. As soon as you've choosen the customer you will be linked to a new view [[#Add_Person_for_.3CCUSTOMER.3E_.28Version_0.2.0.29|Add Person for <CUSTOMER>]].  

<s><span style="color:blue">> Customers</span></s>

<s><span style="color:green">+ New Person</span></s>

== People of <RESELLER> Add Employee (Version 0.2.0)==TBD (Mockup needs to be created and described, current solution is only a work around): First you have to choose a customer to which you would like to add an employee. As soon as you've choosen the customer you will be linked to a new view [[#Add_Employee_for_.3CCUSTOMER.3E_.28Version_0.2.0.29|Add Employee for <CUSTOMER>]]. 

<s><span style="color:blue">> People</span></s>

<span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Employees People of <RESELLERCUSTOMER> (Version 0.2.0) ==

Resellers Customers People Services > > <RESELLER> <CUSTOMER>  <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <s><span style="color:blue">> People</span></s> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Employees of <CUSTOMER> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER>

= Customer === Employees Services of <CUSTOMER> (Version 0.2.0) ==This page shows you the services overview page of the chosen customer. The view is the same as the overview page, but without the people and billing information. 

<span style="color:blue">> Overview</span>¹ <span style="color:blue">> Company Profile</span>² <span style="color:blue">> People</span> <supspan style="color:blue">3> Employees</supspan> <s><span style="color:blue">> Services</span><sup>4</sups>

<span style="color:green">+ New EmployeePerson</span>⁵ <span style="color:green">+ New PersonEmployee</span>⁶ <span style="color:green">+ New Service</span>⁷

Explanation::1 Overview page with the services and people (and later on billing): '''== Add Person for <CUSTOMER>'''(Version 0.2.0) ==:2 The page with the billing address TBD (Mockup needs to be created and later on shipping address): '''Company Profile of <CUSTOMER>''':3 The page the listing page of all the people of the <CUSTOMER>: '''People of <CUSTOMER>''':4 Overview page with the services: '''Services of <CUSTOMER>'''. If described, current solution is only one service is configured (for example Online Backupa work around), than you automatically arrive on the '''Online Backup Accounts of <CUSTOMER>''' listing page.:5 '''Add Employee'''.:6 '''Add Person'''.:7 Overview page with the services: '''Services of <CUSTOMER>'''. If only one service is configured (person for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' pagea customer.

Resellers Customers People Services

Left menu: <span style="color:blue">> Overview</span>¹ <span style="color:blue">> Company Profile</span> <supspan style="color:blue">2> People</supspan> <span style="color:blue">> Employees</span>³ <span style="color:blue">> Services</span>⁴

<s><span style="color:green">+ New EmployeePerson</span><sup>5</sups> <span style="color:green">+ New PersonEmployee</span>⁶ <span style="color:green">+ New Service</span>⁷

Explanation:== Add Employee for <CUSTOMER> (Version 0.2.0) ==:1 Overview page with the services and people TBD (Mockup needs to be created and later on billingdescribed, current solution is only a work around): '''Add employee for a customer. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER>''' Left menu:2 The page with the billing address (and later on shipping address) <span style="color: '''blue">> Overview</span> <span style="color:blue">> Company Profile of <CUSTOMER/span>''' <span style="color:3 The page the listing page of all the employees of the blue">> People<CUSTOMER/span> <span style="color: '''blue">> Employees of <CUSTOMER/span>''' <span style="color:4 Overview page with the services: '''blue">> Services of <CUSTOMER/span>''' <span style="color:green">+ New Person</span> <s><span style="color:green">+ New Employee</span></s> <span style="color:green">+ New Service</span> = People (Version 0. If only one service is configured 2.0) =In the following definitions, we presume you are logged in as an employee of a reseller, have chosen a customer and a person or employee. == Overview of <PERSON> (for example Online BackupVersion 0.2.0)==This is the default screen which appears, than when you automatically arrive have clicked on the '''Online Backup Accounts of a person. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER>''' listing page. <PERSON> Left menu:5 <s><span style="color:blue">> Overview</span></s> <span style="color:blue">> Person Profile</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Service</span> '''Add EmployeeBelongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Person Profile of <PERSON> (Version 0.2.0) ==This page shows the profile of a person. As an eployee is a subcategory of a person the page is for both the same. The only difference is the marking of the box "employee". Breadcrumb menu:6 Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <span style="color:blue">> Overview</span> <s><span style="color:blue">> Person Profile</span></s> <span style="color:blue">> Services</span> <span style="color:green">+ New Service</span> '''Add PersonBelongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Services of <PERSON> (Version 0.2.0) ==Breadcrumb menu:7 Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <span style="color:blue">> Overview page with the services</span> <span style="color: '''blue">> Person Profile</span> <s><span style="color:blue">> Services of <CUSTOMER/span></s> <span style="color:green">+ New Service</span> '''. If only one service is configured (for example online Backup), than you automatically arrive on the Belongs to Customer'''Create Online Backup Account''' page. <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION>

* Master Data -> Company Profile or Person Profile

[[Category:Selfcarestoney core]]