Site creation (RPC)
Site users will be intern users (RPC).
To create a site:
- Go to the root partner company
- Organisation > Sites > Add
- Fill in the "CRM Link"
- Data are loaded
- Apply
Customer Creation (SIG)
Users of a customer company will be customer users (SIG).
To create a site:
- Go to the root partner (or customer) company
- Organisation > Customers > Add
- Mode: Infogerance
- Fill in the "CRM Link"
- Data are loaded
- Apply
Creating an Internal User Account (RPC)
In order to create an internal user (technician or manager) :
- Place yourself on the RPC company (or one of its sites)
- Administration > Application > User Accounts > Add
- Define a RPC_ET or RPC_DAF profile
- Fill in the "CRM Link" (Contact in the CRM)
- Apply
Creating a customer user account (MIS)
In order to create an internal user (technician or manager) :
- Place yourself on the Client company
- Administration > Application > User Accounts > Add
- Define a GIS_A or GIS_DAF profile
- Fill in the "CRM Link" (Contact in the CRM)
- Apply
Summary of available rights
Type of account | Profile | Rights |
| Internal | CPR_ET | Technician dashboardTechnician commentsAction creation on requestModification of actions not closed/cancelledEdition of the intervention formVisibility for all customers sector/sub-sectors |
| Internal | RPC_DAF | Ditto RPC_ET+ Steering Dashboard |
| Customer | SIG_A | Customer dashboard Create support requestCustomer commentsAdd attachment on requestVisibility on MES data |
| Customer | SIG_DAF | Same GIS_A+ Visibility on my Company's data |
