Difference between revisions of "Customer user profiles"

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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">[[File:Accueil.png|30x30px|Accueil|link=https://ordndep.com/wikiforcash/index.php/Main_Page]]</div>
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== <span style="font-family:Arial,Helvetica,sans-serif">Administrator</span> ==
 
<div class="mw-parser-output">
 
<div class="mw-parser-output">
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<span style="font-size:small"><span lang="EN-GB">This profile is configured by a Bank Administrator following the procedures set out in the Customer contract/registration form.</span></span>
<div class="mw-parser-output"><img _fck_mw_filename="Accueil.png" _fck_mw_origimgheight="64" _fck_mw_origimgwidth="64" alt="Accueil" height="30" link="https://ordndep.com/wikiforcash/index.php/Main_Page" src="/wikiforcash/images/4/4a/Accueil.png" style="vertical-align: middle;" title="Accueil" width="30" /></div>
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<span style="font-size:small"><span lang="EN-GB">This profile makes it possible to:</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">update, validate or delete orders entered by the "Store users"</span>'''<span lang="EN-GB">within the upper limits defined for the customer or the store concerned. Only orders from "non-validating" store users or non-standard orders (between the upper limit and lower limit of the store concerned) are sent for validation.</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">create (or copy), update and validate directly an order or a deposit</span>'''<span lang="EN-GB">within the upper/lower limits defined for the store or for the customer for all stores in its perimeter,</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">view the history of orders and deposits for all stores</span>'''<span lang="EN-GB">included in its perimeter, along with the corresponding statistics.</span></span>  
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*<span style="font-size:small">'''<span lang="EN-GB">change authorisations, access, upper/lower limits, authorised denominations and carrier schedule (note: in Belgium, the carrier schedule is automatically completed in Forcash and cannot be changed) for a store</span>'''<span lang="EN-GB">in its perimeter. Changing the store's other parameters or creating a new store is only possible by a Bank Administrator,</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">create and change, for stores in its perimeter, a "Store user" profile</span>'''<span lang="EN-GB">and their access authorisations, stating:</span></span>
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**<span style="font-size:small"><span lang="EN-GB">the surname and first name of the user,</span></span>
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**<span style="font-size:small"><span lang="EN-GB">their e-mail address and telephone number,</span></span>
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**<span style="font-size:small"><span lang="EN-GB">the store to which they are linked,</span></span>
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**<span style="font-size:small"><span lang="EN-GB">whether or not they are authorised to initiate orders of notes and/or coins in €,</span></span>
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**<span style="font-size:small"><span lang="EN-GB">whether or not they are authorised to validate standard orders (beyond threshold)</span></span>
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**<span style="font-size:small"><span lang="EN-GB">whether or not they are authorised to initiate deposits within the upper/lower limits defined for the store or the customer:</span></span>
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***<span style="font-size:small"><span lang="EN-GB">for coins in €,</span></span>
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***<span style="font-size:small"><span lang="EN-GB">and/or for notes in € or in currencies,</span></span>
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***<span style="font-size:small"><span lang="EN-GB">and/or for bank cheques or special cheques.</span></span>   
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&nbsp;
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== <span style="font-family:Arial,Helvetica,sans-serif"><span lang="EN-US">Group Manager</span></span> ==
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<span style="font-size:small"><span lang="EN-GB">This profile is configured by a Bank Administrator following the procedures set out in the Customer contract/registration form.</span></span>
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<span style="font-size:small"><span lang="EN-GB"><span style="color: red">There are 2 types of Group Manager profiles:</span></span></span>
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<span style="font-size:small"><span lang="EN-GB"><span style="color: red">1/ The Group Manager profile with a Statistics type of profile which&nbsp;</span></span><span lang="EN-GB">makes it possible to:</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">view&nbsp;</span>'''<span lang="EN-GB">the data (orders/deposits) connected with the '''activity of legal entities from one group''' via an enquiry menu,</span></span>
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*<span style="font-size:small">'''<span lang="EN-GB">export&nbsp;</span>'''<span lang="EN-GB">the data from the enquiry.</span></span>
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<span style="font-size:small">'''''<span style="color: red">[[File:30 profils utilisateurs 01.png|RTENOTITLE]]</span>'''''</span>
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<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">[A TRADUIRE]</span></span></span>
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<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">2/ Et le profil Gestionnaire Groupe avec le type de profil «&nbsp;'''Gestion&nbsp;»''', qui peut, sur tous les clients et les magasins d’un groupe d’affaire de&nbsp;:</span></span></span>
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*<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%">Créer des commandes sur tous les magasins du périmètre groupe d’affaires du pays</span></span>
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*<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">Effectuer des versements sur tous les magasins du périmètre groupe d’affaires du pays</span></span></span>
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*<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">Valider des commandes sur tous les magasins du périmètre groupe d’affaires du pays</span></span></span>
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*<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">Avoir accès aux statistiques si l’option est activée pour les niveaux clients du groupe d’affaires.</span></span></span>
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*<span style="font-size:small"><span style="background: yellow none repeat scroll 0% 0%"><span style="color: black">Administrer les magasins et créer des utilisateurs sur le périmètre du groupe d’affaires du pays</span></span></span>  
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[[File:30 profils utilisateurs 02bis.png|RTENOTITLE]]
  
<div class="mw-parser-output">&nbsp;</div>
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== <span style="font-family:Arial,Helvetica,sans-serif">User profile</span> ==
  
<div class="mw-parser-output">&nbsp;</div>
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<span style="font-size:small"><span lang="EN-GB">This profile is configured by a Customer Administrator in the "Manage" tab of the Forc@sh service. The User is allocated to just one store; this is why they are called a "Store user". Depending on the customer parameters, the "Store user" may or may not validate orders.</span> &nbsp;</span>
  
<div class="mw-parser-output">&nbsp;</div>
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<span style="font-size:small"><span lang="EN-GB">This profile makes it possible to:</span></span>
  
<div class="mw-parser-output"><img _fck_mw_filename="Fleche haut.png" _fck_mw_origimgheight="64" _fck_mw_origimgwidth="64" alt="Backto top" height="30" link="https://ordndep.com/wikiforcash/index.php/Customer_user_profiles" src="/wikiforcash/images/5/56/Fleche_haut.png" style="vertical-align: middle;" title="Backto top" width="30" /></div>
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*<span style="font-size:small">'''<span lang="EN-GB">create (or copy) and update an order or a deposit directly</span>'''<span lang="EN-GB">within the upper/lower limits defined for their store,</span></span>
</div>
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*<span style="font-size:small">'''<span lang="EN-GB">validate orders</span>'''<span lang="EN-GB">within the upper limit defined for the store or for the customer and the rights allocated to them,</span></span>
</div>
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*<span style="font-size:small">'''<span lang="EN-GB">validate deposits and organise collections.</span>'''</span>
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</div> <div class="mw-parser-output">&nbsp;</div> <div class="mw-parser-output">[[File:Fleche haut.png|30x30px|Backto top|link=https://ordndep.com/wikiforcash/index.php/Customer_user_profiles]]</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>

Latest revision as of 12:06, 8 April 2019

Accueil

Administrator

This profile is configured by a Bank Administrator following the procedures set out in the Customer contract/registration form.

This profile makes it possible to:

  • update, validate or delete orders entered by the "Store users"within the upper limits defined for the customer or the store concerned. Only orders from "non-validating" store users or non-standard orders (between the upper limit and lower limit of the store concerned) are sent for validation.
  • create (or copy), update and validate directly an order or a depositwithin the upper/lower limits defined for the store or for the customer for all stores in its perimeter,
  • view the history of orders and deposits for all storesincluded in its perimeter, along with the corresponding statistics.
  • change authorisations, access, upper/lower limits, authorised denominations and carrier schedule (note: in Belgium, the carrier schedule is automatically completed in Forcash and cannot be changed) for a storein its perimeter. Changing the store's other parameters or creating a new store is only possible by a Bank Administrator,
  • create and change, for stores in its perimeter, a "Store user" profileand their access authorisations, stating:
    • the surname and first name of the user,
    • their e-mail address and telephone number,
    • the store to which they are linked,
    • whether or not they are authorised to initiate orders of notes and/or coins in €,
    • whether or not they are authorised to validate standard orders (beyond threshold)
    • whether or not they are authorised to initiate deposits within the upper/lower limits defined for the store or the customer:
      • for coins in €,
      • and/or for notes in € or in currencies,
      • and/or for bank cheques or special cheques.

 

Group Manager

This profile is configured by a Bank Administrator following the procedures set out in the Customer contract/registration form.

There are 2 types of Group Manager profiles:

1/ The Group Manager profile with a Statistics type of profile which makes it possible to:

  • view the data (orders/deposits) connected with the activity of legal entities from one group via an enquiry menu,
  • export the data from the enquiry.

RTENOTITLE

[A TRADUIRE]

2/ Et le profil Gestionnaire Groupe avec le type de profil « Gestion », qui peut, sur tous les clients et les magasins d’un groupe d’affaire de :

  • Créer des commandes sur tous les magasins du périmètre groupe d’affaires du pays
  • Effectuer des versements sur tous les magasins du périmètre groupe d’affaires du pays
  • Valider des commandes sur tous les magasins du périmètre groupe d’affaires du pays
  • Avoir accès aux statistiques si l’option est activée pour les niveaux clients du groupe d’affaires.
  • Administrer les magasins et créer des utilisateurs sur le périmètre du groupe d’affaires du pays

RTENOTITLE

User profile

This profile is configured by a Customer Administrator in the "Manage" tab of the Forc@sh service. The User is allocated to just one store; this is why they are called a "Store user". Depending on the customer parameters, the "Store user" may or may not validate orders.  

This profile makes it possible to:

  • create (or copy) and update an order or a deposit directlywithin the upper/lower limits defined for their store,
  • validate orderswithin the upper limit defined for the store or for the customer and the rights allocated to them,
  • validate deposits and organise collections.
 
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