e2B System User Help - User Maintenance

Client and Guest Maintenance

Client and Guest Maintenance

- These maintenance features may only be available if the Administrator grants users to access these features. Each Users may have different maintenance features. To have all of these maintenance features, contact your Administrator.

Each maintenance folder may contain the following features:

Miscellaneous:
- This Miscellaneous feature allows you to view "Users'" Information, set Preferences or Authenticate Images contained in the system.
- Information
  - To view a user's information, click Information and select the desired user to view its available detailed information.
  
  Click here for details on viewing user's information.
- Preference
  - To set preferences, click Preference. Select a "User". Select a Document Group, select a Document Type Code and select a Document Name. This will bring out the file's preference page. Set the desired preferences and then save.
  
  Note: All created Telephone Numbers, Fax Numbers, E-Mail Addresses and Mobile Devices information will be registered here on the preference feature allowing you to set where the documents be sent. The default preference is through Postal. The documents may be sent through Fax, E-Mail and even through Mobile Devices like cellphones or PDA's.
  
  Click here for details on setting preferences.
- Authenticate Images
  - To authenticate images, click Authenticate Images and select the desired image to authenticate.
  
  Click here for details on how to authenticate images.
Telephone Number:
- This function allows you to provide telephone numbers for different users to be part of the user's information.
- To create a telephone number file for a particular user, click to expand the "User" Maintenance folder, expand the Telephone Number folder and then click New. Select a user to bring out a blank form. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a Telephone Number file.
- To modify a telephone number file, follow what you did in creating a new telephone number file but this time click Modify. Select the desired telephone number file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a Telephone Number file.
- As for the rest; View, Delete and Recover, click on the appropriate link for details.
Fax Number:
- This function allows you to provide fax numbers for different users to be part of the user's information.
- To create a fax number file for a particular user, click to expand the "User" Maintenance folder, expand the Fax Number folder and then click New. Select a user to bring out a blank form. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a Fax Number file.
- To modify a fax number file, follow what you did in creating a new fax number file but this time click Modify. Select the desired fax machine name file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a Fax Number file.
- As for the rest; View, Delete and Recover, click on the appropriate link for details.
E-Mail Address:
- This function allows you to provide e-mail addresses for different users to be part of the user's information.
- To create an e-mail address file for a particular user, click to expand the "User" Maintenance folder, expand the E-Mail Address folder and then click New. Select a user to bring out a blank form. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating an E-mail Address file.
- To modify an e-mail address file, follow what you did in creating a new e-mail address file but this time click Modify. Select the desired e-mail address file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying an E-mail Address file.
- As for the rest; View, Delete and Recover, click on the appropriate link for details.
Mobile Device:
- This function allows you to provide mobile device numbers for different users to be part of the user's information.
- To create a mobile device file for a particular user, click to expand the "User" Maintenance folder, expand the Mobile Device folder and then click New. Select a user to bring out a blank form. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a Mobile Device file.
- To modify a mobile device file, follow what you did in creating a new mobile device file but this time click Modify. Select the desired mobile device file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a Mobile Device file.
- As for the rest; View, Delete and Recover, click on the appropriate link for details.
"User":
- This function allows you to create, modify, move, view, delete or recover "users" who may have access into the system.
- To create a new "user" file, click to expand the "User" Maintenance folder and then click New. A blank form will appear. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a "User" file.
- To modify a "user" file, follow what you did in creating a new "user" file but this time click Modify. Select the desired "user" file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a "User" file.
- As for the rest; Move, View, Delete and Recover, click on the appropriate link for details.
Relationship:
- This function allows you to create, modify, view, delete or recover relationships between "users".
- To create a new relationship file, click to expand the "User" Maintenance folder, expand the Relationship folder and then click New. A blank form will appear. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a file.
  
  Note: You need at least two (2) "users" to be able to establish a relationship. Lesser than two will be impossible to continue.
- To modify a relationship file, follow what you did in creating a new relationship file but this time click Modify. Select the desired relationship file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a file.
- As for the rest; View, Delete and Recover, click on the appropriate function and follow the above steps.
Login:
- This function allows you to create, modify, view, delete or recover logins for the "users" created. This allows the created "Users" to have access to the system depending upon the level of access a Users grants to a user.
- To create a new login file for a particular "user", click to expand the "User" Maintenance folder, expand the Login folder and then click New. Select the desired available "user" and a blank login form will appear. Fill up the form and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a file.
  
  Note: You need at least two (2) "users" to be able to establish a relationship. Lesser than two will be impossible to continue.
- To modify a login file, follow what you did in creating a new login file but this time click Modify. Select the desired login file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a file.
- As for the rest; View, Delete and Recover, click on the appropriate function and follow the above steps.
Images:
- This function allows you to upload, modify, view, delete or recover images into the system for "users".
- To upload images into the system, click to expand the "User" Maintenance folder, expand the Images folder and then click New. Select the desired available Images Group and a blank form will appear. Search for the desired image file to be uploaded into the system and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on uploading image files.
  - You won't be able to upload images if there are no available Images Group. Ask your Administrator for this feature if there are no available images group for a particular "User" Maintenance.
  - To view an image file, click its thumbnail view and the image will be shown on the e2B Images! Browser.
- To modify an image file, follow what you did in uploading a new image file but this time click Modify. Select the desired image file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a file.
- As for the rest; View, Delete and Recover, click on the appropriate function and follow the above steps.
Document:
- This function allows you to grant "Users" the privileges regarding documents' access or sharing. The following privileges are:
- To create a document privilege file, click to expand the "User" Maintenance folder, expand the Document folder and then click New. Select a Document Group. Select a Document Type Code. A form with radio buttons will appear. Click the appropriate radio button corresponding the selected choice and then save when done. Provide data for the rest of fields available. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a file.
  
  Note: The "User" may stand for Client or Guest.
- To modify a document privilege file, follow what you did in creating a new document privilege file but this time click Modify. Select the desired document privilege file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a file.
- As for the rest; View, Delete and Recover, click on the appropriate function and follow the above steps.
Privilege:
- This feature allows you to grant account privilege to "Users". Where users may be able to access different Subsidiary Accounts granted to them.
- To create an account privilege file, click to expand the "User" Maintenance folder, expand the Privilege folder and then click New. Select a Subsidiary Account a form with checkboxes will appear. Click the appropriate checkbox corresponding to the selected choice and then save when done. Provide data for the rest of fields available. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on creating a file.
  
  Note: The "User" may stand for Client or Guest.
- To modify an account privilege file, follow what you did in creating a new account privilege file but this time click Modify. Select the desired account privilege file you want to modify and click on it. This will bring out the file's information page. Edit the contents and save. A confirmation will appear if the action taken was a success or an error has occurred.
  Click here for details on modifying a file.
- As for the rest; View, Delete and Recover, click on the appropriate function and follow the above steps.

Client and Guest Maintenance