Documentations

Company code and internal user/customer management

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Creation of a site (RPC)

The users of a site are necessarily internal users (RPC).

In order to create a :

  • Place on the root trading partner
  • Organization > Sites > Add
  • Fill in the "CRM Link (Company in the CRM)
  • The information goes up
  • Validate

Creating a client (GIS)

The users of a "Client" company are necessarily client users (GIS).

In order to create a :

  • Move to the root business partner (or customer)
  • Organization > Clients > Add
  • Mode: Managed Services
  • Fill in the "CRM Link (Company in the CRM)
  • The information goes up
  • Validate

Creating an Internal User Account (RPC)

To create an internal user (technician or manager):

  • Place yourself on the company RPC (or one of its sites)
  • Administration > Application > User Accounts > Add
  • Define an RPC_ET or RPC_DAF profile
  • Fill in the "CRM Link (Contact in the CRM)
  • Validate

Creation of a customer user account (SIG)

To create an internal user (technician or manager):

  • Place on the client company
  • Administration > Application > User Accounts > Add
  • Define a SIG_A or SIG_DAF profile
  • Fill in the "CRM Link (Contact in the CRM)
  • Validate

Overview of available rights


Account type
ProfileRights
InternalRPC_ETTechnician's dashboardTechnician's commentsCreation of action on requestModification of unfinished/cancelled actionsEditing of the intervention orderVisibility of all customers in the sector/sub-sectors
Internal RPC_DAFSame as RPC_ET+ Dashboard Management
 Customer SIG_ACustomer dashboard Create support requestCustomer feedbackAdd attachment on requestVisibility on MY data
 Customer SIG_DAFSame as SIG_A+ Visibility on my company's data

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