View Source

Overview

Knowledge Base - Umbrella Faces > Administrators > image2020-5-12 11:41:28.png

From the perspective of a circle administrator:

Knowledge Base - Umbrella Faces > Administrators > image2020-5-14 8:49:59.png

Description

Login

Field	Description
Username	The username must be unique in the agency.
Name	First- and surename of the administrator.
Password	The password must contain at least 8 characters and must contain letters and numbers. When creating a new administrator, a password will be suggested automatically.
E-Mail	E-Mail address of the administrator.
Phone	Phone number of the administrator.
Active	Check box to activate or deactivate the administrator.

Settings

Field	Description
Home Agency	Default Agency for the administrator
Support Function - Administrate circle
Support Function - Administrate agencies
add. managed agencies	Allocate additional agencies for Administration. More agencies can be allocate by clicking "add new"
Can edit agency	allows to modify the agency configuration & setup in the "my agency" tab.
Can create/delete companies	allows to create/delete companies, if deactivated only edit companies are allowed
Support Function - Administrate companies
manage all companies	allows to administrate all companies
managed companies	Allocate the company for the administrator. More companies can be allocate by clicking "add new"
Can edit company	allows to edit the company profile
Can create/delete travellers	allows to create/delete travellers, if deactivated only edit travellers are allowed
Read-only Access	allows only Read-mode
Profile Reminders	Module: Profile ReminderThis field indicates if the administrator wants to be informed of any expired profile data's of his associated traveller profiles. none = no Reminders Travellers without Credentials = Profile Reminders for Traveller without any credentials All = Profile Reminders for all Profiles incl. Travellers with and without credentials

If the fields "Can edit Company" is acitvated and/or "Can create/delete companies" is deactivated the administrator can modify/edit the following fields in the company profile:

Street
Street 2
ZIP
Place
Country
Phone
Fax
Email, Email2, Email3
E-Mail invoice delivery
Generic fields "my agency" with READ_WRITE and/or COMPANY ONLY

Technical / Functional details[edit]

User authorization Levels[edit]

There are different hierarchical user authorization levels:

user	Setting	rights/access
Circel Agency Admin	Home Agency	A administrator of a bundle of agencies (mostly TMC). Allowed to create/delete new agencies and modify the agency configruation & setup and to create/delete companies. Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency.
Super Agency Admin	Home agency Administrate agency Add. managed agencies Can edit agency Can create/delete companies	A administrator of two or more agencies. Allowed to modify the agency configruation & setup and to create/delete companies. Profile Center: the export of all travellers will create a CSV only for all travellers from the home agency.
Agency Admin	Home agency Administrate agency Can edit agency Can create/delete companies	An administrator of one agency. Allowed to modify the own agency configuration & setup and to create/delete companies.
Agency light Admin	Home agency Administrate agency Add. managed agencies (optional) Can create/delete companies (acitve/deactive)	An administrator of one or more agencies, not allowed to access to the "my agency" tab for configuration & setup. Dependig on the user setup the administrator is allowed to create/delete companies. Profile Center: Section "Publishing" and "Send credentials" are not shown
Single/Multi Company Admin	Administrate companies Managed companies Can edit company (acitve/deactive) can delete/create travellers (acitve/deactive)	An company administrator of one or more companies. Depending on the user setup the administrator is allowed to edit the company profile and delete/create travellers.

Other Features[edit]

The red marked fields are mandatory.
All white fields can be filled in, but are not absolutely necessary.
The gray marked fields are optional and contain a drop down menu with a range of available options.
The error message is always displayed at the top of the profile.
The active button is highlighted.
The entered information will be confirmed as soon as the saving button has been pressed.
An access can only be sent after a profile has been saved.
In order to delete a profile, press the delete button. This Action can not be undone and is therefore definitely.