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Here, an agency/ circle is able to custom create different reusable roles than can be assigned to
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Each supporter can be assigned to exactly one role
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Roles are defined per agency (not per circle or application-wide)
A role is derifed from a "view level" of either "Circle Administrator", "Agency Administrator" or "Company Administrator" which directly derives how much data is available to the role.
Based on this view level, certain access rights may be given (or stripped away)
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the various administrative logins. When creating a role, the support function for which it is meant has to be selected from the following:
Based on the function chosen, the access rights available for it is displayed on the right hand side ( with some already pre-selected although these can still be stripped away and/ or some added to the selection) i.e:
- A Company Administrator will never be able to access agency data or data residing outside of their designated company, but may be given access to more or less parts of the company profiles and travelers within these.
Please note:
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Apart from roles attached to the "Administrate circle" function which allow access to a circle with the specific defined rights, the ones attached to "Administrate agencies" and "Administrate companies" are defined per agency (not per circle or application-wide).
Please Note:
- Each administrator has to be assigned a single role (it is not possible to assign multiple roles). For the field of reference please see Settings
- The support function Administrate Circle is only visible to a Circle administrator
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- / Umbrella support
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Overview
Field | Description | ||||||||
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Language | Assign the language in which the user interface should appear for a given administrator | ||||||||
Home Agency | Default Agency for the administratorName | Give a name to the role. We suggest sensible names like: Agency Admin all functions, Agency Admin_can create, edit, delete role_use company setup etc. depending on the access rights allowed. This creates an overview hence the roles and functions can easily be told apart when assigning these to administrators | |||||||
Home Agency | Specific agency to which the administrative role is to be created. Depending on the support function, this field might already be set to the default agency of the administrator creating the role. Circle administrators are able to change choose the agency if there are multiple agencies in their circle | ||||||||
Support Function | Rights | ||||||||
Administrate circle | In addition to the functions of assignable to an agency administrator such a user is able tocan also be assigned the following rights:
It goes without saying that a circle admin can also:
This user has full access to the system of the particular circle and can carry out the same functions as umbrella support | ||||||||
Administrate agencies | In addition to the functions of assignable to a company administrator such a user is able to: Edit the nonecan also be given some or all of the following access-rights:
Field | Description | Add. managed agencies | Allocate additional agencies for administration. More agencies can be allocated by clicking "add new". This has to be added to the profile by either Umbrella support, by a circle administrator or an agency administrator who has been assigned the rights to be able to administrate all the agencies in question | Can edit agency | Allows to modify the agency configuration & setup in the "my agency" tab | Can create/delete companies | Allows to create/delete companies as well as their associated travellers
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Administrate companies |
Field | Definition | Managed companies |
Can edit company | Allows to edit the company profile.
Can create/delete travellers | Allows to create/delete travellers | The following are the possible functions assignable to a company administrator:
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Read-only Access | allows only Read-mode (the user can therefore not edit anything in Faces) | ||||||||
Profile Reminders | It is only visible if the module Profile Reminder has been activated on the agency under System Settings This field indicates if the administrator wants to be informed of any expired profile data of his associated traveller profiles.
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If not activated, then a list of all the company administrators of a given agency is listed on the company tab.
P.S: Further information on the Import/Export section of the Profile center can be found under Import/Export
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