In the following definitions, we presume you are logged in as an employee of a reseller.
== Overview of <RESELLER> (Version 0.2.0) (to be implemented)==
This is the default screen which appears, when you log into the selfcare interface as an employee of a reseller.
Left menu:
<s><span style="color:blue">> Overview</span></s><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> Customers</span><sup>3</sup> <span style="color:blue">> People</span><sup>4</sup> <span style="color:blue">> Employees</span><sup>5</sup> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New Customer</span><sup>7</sup> <span style="color:green">+ New Person</span><sup>8</sup> <span style="color:green">+ New Employee</span><sup>9</sup> <span style="color:green">+ New Service</span><sup>10</sup>
Explanation:
:x 1 Overview page with the services and people (and later on billing): '''Overview of <RESELLER>''':x 2 The page with the billing address (and later on shipping address): '''Company Profile of <RESELLER>''':x 3 The page the listing page of all the customers of the <RESELLER>: '''Customers of <RESELLER>''':4 The page the listing page of all the people of the <RESELLER>: '''People of <RESELLER>''':5 The page the listing page of all the employees of the <RESELLER>: '''Employees of <RESELLER>''':x 6 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <RESELLER>''' listing page.:x 7 The page which enables you to add a customer to the <RESELLER>: '''Add Customer'''. :x 8 The page which enables you to add a person to the <RESELLER> or to a <CUSTOMER>: '''Add EmployeePerson'''.:x 9 The page which enables you to add an employee to the <RESELLER> or to a <CUSTOMER>: '''Add PersonEmployee'''.:x 10 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page.
== Company Profile of <RESELLER> (Version 0.2.0) (to be implemented) ==
Breadcrumb menu:
Resellers Customers Services
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== Add Customer for <RESELLER> (Version 0.2.0) ==
Add customer for a reseller.
Breadcrumb menu:
Resellers Customers Services
>
<RESELLER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> Customers</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span>
<s><span style="color:green">+ New Customer</span></s>
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== 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>]].
Breadcrumb menu:
Resellers Customers Services
>
<RESELLER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> Customers</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span>
<span style="color:green">+ New Customer</span>
<s><span style="color:green">+ New Person</span></s>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== 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>]].
Breadcrumb menu:
Resellers Customers Services
>
<RESELLER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> Customers</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span>
<span style="color:green">+ New 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>
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== Add Person for <CUSTOMER> (Version 0.2.0) ==
TBD (Mockup needs to be created and described, current solution is only a work around): Add person for a customer.
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span>
<s><span style="color:green">+ New Person</span></s>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== Add Employee for <CUSTOMER> (Version 0.2.0) ==
TBD (Mockup needs to be created and described, current solution is only a work around): Add employee for a customer.
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span>
<span style="color:green">+ New Person</span>
<s><span style="color:green">+ New Employee</span></s>
<span style="color:green">+ New Service</span>
== 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:
Resellers Customers People Services
== Naming of Menu Entries ==
* Profile -> Overview
* Master Data -> Company Profile or Person Profile
== Belongs to Customer ==
[[Category:Selfcarestoney core]]