Documentation

Company and Internal/Customer User Management

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Creation of a Service Provider Site (Partner)

The users of such a site are necessarily internal users (Partner).

In order to create the Site:

  • Place yourself at the root of the Partner tree
  • Navigate to Organization > Sites > Add
  • Fill in the "CRM Link" (Company as known in the CRM)
  • Matching information appears
  • Click Apply

Creating a Customer Site (Customer)

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

In order to create the Site:

  • Place yourself at the root of the Service Provider (or customer)
  • Navigate to Organization > Sites> Add
  • Mode: IT Service
  • Fill in the "CRM Link" (Company as known in the CRM)
  • Matching information appears
  • Click Apply

Creating a Service Provider Account (Partner)

To create an internal user (technician or manager):

  • Place yourself at the Service Provider company (or one of its sub-sites)
  • Navigate to Administration > Application > Accounts > Add
  • Define an RPC_ET or RPC_DAF profile
  • Fill in the "CRM Link (Contact in the CRM)
  • Click Apply

Creation of a customer user account (SIG)

To create an internal user (technician or manager):

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

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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