This pages defines the menu entries of the '''Left Menu''' in dependency of the current location in the selfcare interface for the resellers, customers and people.
== Customers Definitions ==* Companies and people are '''added'''.* Services are '''created'''. = Resellers (Version 0.2.0) =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. [[file:selfcare_reseller_overview.png]]
Breadcrumb menu:
Resellers Customers Services
Left menu:
<s><span style="color:blue">> Overview</span></s><sup>1</sup> <span style="color:blue">> AddressCompany 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::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 <RESELLER>''':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>''':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.: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 Person'''. :9 The page which enables you to add an employee to the <RESELLER> or to a <CUSTOMER>: '''Add Employee'''.: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 > <RESELLER> Left menu: <span style="color:blue">> Overview</span> <s><span style="color:blue">> Company Profile</span></s> <span style="color:blue">> Customers</span>
<span style="color:blue">> People</span>
<span style="color:blue">> Employees</span>
<span style="color:blue">> Services</span><sup>1</sup>
<span style="color:green">+ New Customer</span>
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== Customers of <RESELLER> (Version 0.2.0) ==
Breadcrumb menu:
Resellers Customers Services
>
<RESELLER>
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<s><span style="color:blue">> Customers</span></s>
<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>
<span style="color:green">+ New ServiceEmployee</span> <supspan style="color:green">2+ New Service</supspan>
Explanation== People of <RESELLER> (Version 0.2.0)==Breadcrumb menu: Resellers Customers Services > <RESELLER> Left menu:1 <span style="color:blue">> Overview page with the services and people </span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</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 Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Employees of <RESELLER> (and later on billing)Version 0.2.0) ==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> <s><span style="color:blue">> Employees</span></s> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Services of <RESELLER> (Version 0.2 .0) ==This page shows you the services overview page of the reseller. The view is the same as the overview page with , but without the billing address (people and laer on shipping address)billing information.
[[file:1 If only one service is configured selfcare_reseller_services.png]] 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> <s><span style="color:blue">> Services</span></s> <span style="color:green">+ New Customer</span> <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 example online Backupa 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, than 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 automatically arrive on the '''Online Backup Accounts of 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>''' listing page]]. Breadcrumb menu:2 If only one service is configured 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 (for example online BackupVersion 0.2.0)==TBD (Mockup needs to be created and described, than current solution is only a work around): First you automatically arrive on the '''Create Online Backup Account''' pagehave to choose a customer to which you would like to add an employee. If itAs soon as you's possible ve choosen the customer you will be linked to add more than one servicea 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> = Customers (Version 0.2.0) =In the following definitions, than we presume you are logged in as an employee of a pop up window with reseller and have chosen a customer. == Overview of <CUSTOMER> (Version 0.2.0) ==This is the possible choices default screen which appears, when you have clicked on a customer.
== Employees of <CUSTOMER> ==
Breadcrumb menu:
Resellers Customers People Services
Left menu:
<s><span style="color:blue">> Overview</span></s>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> People</span>
<span style="color:blue">> ServicesEmployees</span> <supspan style="color:blue">1> Services</supspan>
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span>
== Company Profile of <CUSTOMER> (Version 0.2.0) ==
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span>
<s><span style="color:blue">> Company Profile</span></s>
<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>
<span style="color:green">+ New ServiceEmployee</span> <supspan style="color:green">2+ New Service</supspan>
Explanation::1 If only one service is configured (for example online Backup), than you automatically arrive on the '''Online Backup Accounts == People of <CUSTOMER>''' listing page(Version 0.:2 If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page. If it's possible to add more than one service, than a pop up window with the possible choices appears.0) ==Breadcrumb menu: 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
Left menu:
<span style="color:blue">> Overview</span>
<span style="color:blue">> Company Profile</span>
<span style="color:blue">> People</span>
<s><span style="color:blue">> Employees</span></s>
<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>
== 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.
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>
<s><span style="color:blue">> Services</span><sup>1</sups>
<span style="color:green">+ New Person</span>
<span style="color:green">+ New Employee</span>
<span style="color:green">+ New Service</span><sup>2</sup>
Explanation== 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:1 If only one service is configured 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 example online Backupa 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> = People (Version 0.2.0)=In the following definitions, than we presume you automatically arrive on the '''Online Backup Accounts are logged in as an employee of a reseller, have chosen a customer and a person or employee. == Overview of <PERSON> (Version 0.2.0) ==This is the default screen which appears, when you have clicked on a person. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <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> '''Belongs to Customer''' listing page. <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Person Profile of <PERSON> (Version 0.2 If only one service .0) ==This page shows the profile of a person. As an eployee is a subcategory of a person the page is configured (for example online Backup), than you automatically arrive on both the same. The only difference is the marking of the box "employee". Breadcrumb menu: 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> '''Create Online Backup AccountBelongs to Customer''' page <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Services of <PERSON> (Version 0. If it'2.0) ==Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Person Profile</span> <s possible ><span style="color:blue">> Services</span></s> <span style="color:green">+ New Service</span> '''Belongs to add more than one service, than a pop up window with the possible choices appears.Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION>
= Notes =
== Naming of Menu Entries ==
* Profile -> Overview
* Master Data -> Company Profileor Person Profile == Belongs to Customer == '''Belongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION>
[[Category:Selfcarestoney core]]