Changes

stoney core: Global Breadcrumb Entries (Reseller View)

1,479 bytes removed, 09:59, 13 October 2013
= Description Overview =
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.
* Services are '''created'''.
= Overview Resellers (Version 0.2.0) =In the following definitions, we presume you are logged in as an employee of a reseller. == Overview of <PROVIDERRESELLER> (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 > <RESELLER>
Left menu:
<s><span style="color:blue">> Company ProfileOverview</span></s><sup>1</sup> <span style="color:blue">> EmployeesCompany 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">> ServicesEmployees</span><sup>5</sup> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New Reseller</span><sup>6</sup>
<span style="color:green">+ New Customer</span><sup>7</sup>
<span style="color:green">+ New EmployeePerson</span><sup>8</sup> <span style="color:green">+ New PersonEmployee</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 <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>:7 '''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.
== 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>
<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 <CUSTOMERRESELLER> (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 Employee</span>
<span style="color:green">+ New Service</span>
== People of <PERSONRESELLER> (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>
<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> (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>Kommt man beim Klick auf <span style="Profilecolor:blue" sofort in den Bearbeitungsmodus? Oder kommt zunächst eine Übersichtsseite mit den Angaben und diese können erst durch den Klick auf >> 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="Editcolor:green" bearbeitet werden?>+ New Service</span>
== Edit Services of <PROVIDERRESELLER> (Version 0.2.0) ==This page shows you the services overview page of the reseller. The view is the same as the overview page, but without the people and billing information.
[[file:selfcare_reseller_services.png]]
== Edit 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>
== Edit Add Customer for <CUSTOMERRESELLER> (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= Edit "color:blue">> Company Profile<PERSON/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>]].
= Provider =
== Resellers of <PROVIDER> ==
Breadcrumb menu:
Resellers Customers Services > <RESELLER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> EmployeesCustomers</span><sup>3</sup> <span style="color:blue">> CustomersPeople</span><sup>4</sup> <span style="color:blue">> PeopleEmployees</span><sup>5</sup> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New ResellerCustomer</span><sup>7</sup> <span style="color:green"s>+ New Customer</span><sup>8</sup> <span style="color:green">+ New EmployeePerson</span><sup>9</sups> <span style="color:green">+ New PersonEmployee</span><sup>10</sup> <span style="color:green">+ New Service</span><sup>11</sup>
Explanation::1 Overview page with the services and people == Add Employee (and later on billingVersion 0.2.0): '''<PROVIDER>'''==:2 The page with the billing address TBD (Mockup needs to be created and later on shipping address): '''Company Profile of <PROVIDER>''':3 The page described, current solution 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 <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 Backupa work around), than : First you have to choose a customer to which you automatically arrive on the '''Online Backup Accounts of <PROVIDER>''' listing pagewould like to add an employee.:7 '''Add Reseller''As soon as you've choosen the customer you will be linked to a new view [[#Add_Employee_for_.:8 '''Add Customer'''3CCUSTOMER.3E_.28Version_0. :9 '''2.0.29|Add Employee'''.:10 '''Add Person'''.:11 Overview page with the services: '''Services of for <PROVIDERCUSTOMER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page]].
== Customers of <PROVIDER> ==
Breadcrumb menu:
Resellers Customers Services
>
<RESELLER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> EmployeesCustomers</span><sup>3</sup> <span style="color:blue">> ResellersPeople</span><sup>4</sup> <span style="color:blue">> PeopleEmployees</span><sup>5</sup> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New ResellerCustomer</span><sup>7</sup> <span style="color:green">+ New CustomerPerson</span><sup>8</sup> <span style="color:green"s>+ New Employee</span><sup>9</sup> <span style="color:green">+ New PersonEmployee</span><sup>10</sups> <span style="color:green">+ New Service</span><sup>11</sup>
Explanation::1 Overview page with the services and people = Customers (and later on billing): '''<PROVIDER>''':Version 0.2 The page with the billing address (and later on shipping address.0): '''Company Profile of <PROVIDER>'''=:3 The page is In the listing page following definitions, we presume you are logged in as an employee of all the employees of the <PROVIDER>: '''Employees of <PROVIDER>'''a reseller and have chosen a customer.: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 <PROVIDER>''':6 == Overview page with the services: '''Services of <PROVIDERCUSTOMER>'''. 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'''2.0) ==:8 '''Add Customer'''. :9 '''Add Employee'''.:10 '''Add Person'''.:11 Overview page with This is the services: '''Services of <PROVIDER>'''. If only one service is configured (for example online Backup)default screen which appears, than when you automatically arrive have clicked on the '''Create Online Backup Account''' pagea customer.
== Employees of <PROVIDER> ==
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER>
Left menu:
<s><span style="color:blue">> Overview</span><sup>1</sups> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> ResellersPeople</span><sup>3</sup> <span style="color:blue">> CustomersEmployees</span><sup>4</sup> <span style="color:blue">> People</span><sup>5</sup> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New ResellerPerson</span><sup>7</sup> <span style="color:green">+ New Customer</span><sup>8</sup> <span style="color:green">+ New Employee</span><sup>9</sup> <span style="color:green">+ New Person</span><sup>10</sup> <span style="color:green">+ New Service</span><sup>11</sup>
Explanation::1 Overview page with the services and people == Company Profile of <CUSTOMER> (and later on billingVersion 0.2.0)==Breadcrumb menu: '''<PROVIDER Resellers Customers People Services > >''':2 The page with the billing address (and later on shipping address): '''Company Profile of <PROVIDERRESELLER>''' <CUSTOMER> Left menu:3 The page is the listing page of all the resellers of the <PROVIDER>span style="color: '''Resellers of blue">> Overview<PROVIDER/span>''':4 The page is the listing page of all the customers of the <PROVIDERs><span style="color: '''Customers of blue">> Company Profile<PROVIDER/span>''':5 The page is the listing page of all the people of the <PROVIDER/s> <span style="color: '''blue">> People of <PROVIDER/span>''' <span style="color:6 Overview page with the services: '''Services of <PROVIDERblue">>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of Employees<PROVIDER/span>''' listing page. <span style="color:7 '''Add Reseller'''.blue">> Services</span> <span style="color:8 '''Add Customer'''. green">+ New Person</span> <span style="color:9 '''Add green">+ New Employee'''.</span> <span style="color:10 '''Add Person'''.:11 Overview page with the services: '''Services of green">+ New Service<PROVIDER/span>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page.
== People of <PROVIDERCUSTOMER> (Version 0.2.0) ==
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
> >
<RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> EmployeesPeople</span><sup>3</sup> <span style="color:blue"s>> Resellers</span><sup>4</sup> <span style="color:blue">> CustomersEmployees</span><sup>5</sups> <span style="color:blue">> Services</span><sup>6</sup>
<span style="color:green">+ New ResellerPerson</span><sup>7</sup> <span style="color:green">+ New Customer</span><sup>8</sup> <span style="color:green">+ New Employee</span><sup>9</sup> <span style="color:green">+ New Person</span><sup>10</sup> <span style="color:green">+ New Service</span><sup>11</sup>
Explanation::1 Overview page with the services and people (and later on billing): '''== Services of <PROVIDERCUSTOMER>''':(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 chosen customer. 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.
= Reseller =
== Customers of <RESELLER> ==
Breadcrumb menu:
Resellers Customers People Services > > <RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> EmployeesPeople</span><sup>3</sup> <span style="color:blue">> PeopleEmployees</span> <sups>4</sup> <span style="color:blue">> Services</span><sup>5</sups>
<span style="color:green">+ New CustomerPerson</span><sup>6</sup> <span style="color:green">+ New Employee</span><sup>7</sup> <span style="color:green">+ New Person</span><sup>8</sup> <span style="color:green">+ New Service</span><sup>9</sup>
Explanation::1 Overview page with the services and people == Add Person for <CUSTOMER> (and later on billingVersion 0.2.0): '''<RESELLER>'''==:2 The page with the billing address TBD (Mockup needs to be created and later on shipping address): '''Company Profile of <RESELLER>''':3 The page the listing page of all the employees of the <RESELLER>: '''Employees of <RESELLER>''':4 The page the listing page of all the people of the <RESELLER>: '''People of <RESELLER>''':5 Overview page with the services: '''Services of <RESELLER>'''. 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 <RESELLER>''' listing page.:6 '''Add Customer'''. :7 '''Add Employee'''.:8 '''Add Person'''.:9 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (person for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' pagea customer.
== Employees of <RESELLER> ==
Breadcrumb menu:
Resellers Customers People Services > > <RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span><sup>2</sup> <span style="color:blue">> People</span> <supspan style="color:blue">3> Employees</supspan> <span style="color:blue">> Services</span><sup>4</sup>
<span style="color:green"s>+ New Customer</span><sup>5</sup> <span style="color:green">+ New EmployeePerson</span><sup>6</sups> <span style="color:green">+ New PersonEmployee</span><sup>7</sup> <span style="color:green">+ New Service</span><sup>8</sup>
'''Belongs to Customer''' <span style="color:blue">= Add Employee for <CUSTOMER></span>(Version 0.2.0) == Strasse Nummer PLZ StadtTBD (Mockup needs to be created and described, current solution is only a work around): Add employee for a customer.
Explanation:
:1 Overview page with the services and people (and later on billing): '''<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 people of the <RESELLER>: '''People of <RESELLER>'''
:4 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.
:5 '''Add Customer'''.
:6 '''Add Employee'''.
:7 '''Add Person'''.
:8 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.
 
== People of <RESELLER> ==
Breadcrumb menu:
Resellers Customers People Services > > <RESELLER> <CUSTOMER>
Left menu:
<span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue">> Company Profile</span> <supspan style="color:blue">2> People</supspan> <span style="color:blue">> Employees</span><sup>3</sup> <span style="color:blue">> Services</span><sup>4</sup>
<span style="color:green">+ New CustomerPerson</span><sup>5</sup> <span style="color:green"s>+ New Employee</span><sup>6</sup> <span style="color:green">+ New PersonEmployee</span><sup>7</sups> <span style="color:green">+ New Service</span><sup>8</sup>
Explanation::1 Overview page with the services and people = People (and later on billing): '''<RESELLER>''':Version 0.2 The page with the billing address (and later on shipping address.0): '''Company Profile of <RESELLER>'''=:3 The page In the listing page of all the employees of the <RESELLER>: '''Employees of <RESELLER>''':4 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (for example Online Backup)following definitions, than we presume you automatically arrive on the '''Online Backup Accounts are logged in as an employee of <RESELLER>''' listing pagea reseller, have chosen a customer and a person or employee.:5 '''Add Customer'''. :6 '''Add Employee'''.:7 '''Add Person'''.:8 == Overview page with the services: '''Services of <RESELLERPERSON>'''(Version 0.2. If only one service 0) ==This is configured (for example online Backup)the default screen which appears, than when you automatically arrive have clicked on the '''Create Online Backup Account''' pagea person.
= Customer =
== Employees of <CUSTOMER> ==
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER> <PERSON>
Left menu:
<s><span style="color:blue">> Overview</span><sup>1</sups> <span style="color:blue">> Company Person Profile</span><sup>2</sup> <span style="color:blue">> People</span><sup>3</sup> <span style="color:blue">> Services</span><sup>4</sup>
<span style="color:green">+ New EmployeeService</span><sup>5</sup> '''Belongs to Customer''' <span style="color:greenblue">+ New Person<CUSTOMER></span> <supSTREET>6</supNUMBER> <span style="color:green"COUNTRY-CODE>+ New Service-</spanZIP-CODE><sup>7</supLOCATION>
Explanation::1 Overview page with the services and people (and later on billing): '''== Person Profile of <CUSTOMERPERSON>''':(Version 0.2 The page with the billing address (and later on shipping address.0): '''Company Profile of <CUSTOMER>'''==:3 The This page shows the listing page profile of all the people a person. As an eployee is a subcategory of a person the <CUSTOMER>: '''People of <CUSTOMER>''':4 Overview page with is for both the services: '''Services of <CUSTOMER>'''same. If The only one service difference is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts marking 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 (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' pagebox "employee".
== People of <CUSTOMER> ==
Breadcrumb menu:
Resellers Customers People Services
> >
<RESELLER> <CUSTOMER> <PERSON>
Left menu: <span style="color:blue">> Overview</span><sup>1</sup> <span style="color:blue"s>> Company Profile</span><sup>2</sup> <span style="color:blue">> EmployeesPerson Profile</span><sup>3</sups> <span style="color:blue">> Services</span><sup>4</sup>
<span style="color:green">+ New EmployeeService</span><sup>5</sup> '''Belongs to Customer''' <span style="color:greenblue">+ New Person<CUSTOMER></span> <supSTREET>6</supNUMBER> <span style="color:green"COUNTRY-CODE>+ New Service-</spanZIP-CODE><sup>7</supLOCATION>
Explanation::1 Overview page with the services and people == Services of <PERSON> (and later on billingVersion 0.2.0)==Breadcrumb menu: ''' Resellers Customers People Services > > <RESELLER> <CUSTOMER>''' <PERSON> Left menu:2 The page with the billing address (and later on shipping address) <span style="color: '''Company Profile of blue">> Overview<CUSTOMER/span>''' <span style="color:3 The page the listing page of all the employees of the blue">> Person Profile<CUSTOMER/span>: '''Employees of <CUSTOMERs>'''<span style="color:4 Overview page with the services: '''blue">> Services of <CUSTOMER/span>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <CUSTOMER/s>''' listing page. <span style="color:5 '''Add Employee'''.green">+ New Service</span>:6 '''Add PersonBelongs to Customer'''. <span style="color:7 Overview page with the services: '''Services of blue"><CUSTOMER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page.</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]]
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