Modified: 2018/04/25 12:02 by admin - Uncategorized

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Users

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Layout

This is where you configure the people who have access to the system. It can be launched directly from Settings.

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Main Menu

• File
  • New: Creates a new item.
  • Open: Opens the highlighted item.
  • Print: Prints the existing visible list.
  • Print Preview: Print previews the existing visible list.
  • Export: Exports the existing visible list.
  • Close: Closes the window.
• View
  • Archive: Checkmark on/off to show Archive.
  • Trash: Checkmark on/off to show Trash.
  • Merge: Merge one conflict into another and delete that conflict.
  • Reset: Reset the window and columns.
  • Refresh: (F5) Reloads the page.

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Columns

• Default Columns
  • First Name: The user's first name.
  • Last Name - The user's last name.
  • Roles: The role the person was given.
  • Commission: If this person has a commission it will show.
  • Start Time - Start time of Copy/Oar.
  • User Name: The name the user uses in RadioTraffic.
  • Last On: Date of the that usage of this user.
• Additional Columns
  • Comm%: The Commission percentage if they have a commission.

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Context Menu

• Open - Opens the highlighted item.
• New - Creates a new item.
• Merge - Provides the ability to merge the selected item with another.
• Trash - Flags the highlighted item as "inactive".
• UnTrash - Flags the highlighted item as "active". Only see on a trashed user.

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Hot Keys

• F1 - Launches the help system (requires correctly configured default web browser).
• F4 or Ins - Creates a new item.
• F5 - Refreshes the view from the server.
• F6 or Esc - Closes the window.
• Enter - Opens the highlighted item.
• Home - Moves the highlight line to the top of the list.
• End - Moves the highlight line to the bottom of the list.

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Merge/Multi-Select

Merge will move all allocated areas assigned from the original revenue source to the merged one, you assign it to, and then delete the original revenue source selected.

Multi-Select allows you to Shift/Left click or ctrl/left click to gather a few salespeople/users and right click to open the Context menu and apply to all highlighted.



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New Button

Clicking on the New button a creates an item.

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User

To allow access to the system, each person has their own account. This is where you can add, remove, apply permission settings (access) on a Station-by-Station basis.

To add new users into the system, see above (Users).

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Layout

The settings related to each user is divided into multiple tabs. See Common UI Behaviors.

There is an Active check box located in the upper right hand corner. When checked, the account is enabled. When not checked, the account is disabled; meaning the account can not be used to sign into the system.

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General

Personal Information

• First Name - The first name of this person. This field is required.
• Last Name - The last name of this person. This field is required.
• Email - The person's email address.

Sales

• Default Commission Type - If this user receives commission, designate the commission type that they typically receive. If they do not receive commission, select "None." This field is the ultimate key to whether or not a person is visible as a SalesPerson in Contracts and Reports. Selecting None effectively removes the person from the list when creating a new Contract. The available entries in this field are determined by Commissions.

Login Information

• Enable - If this user signs into RadioTraffic, check this box and configure the username and password fields. If this user does not sign into the system, such as a sales person who does not enter contracts, but is assigned customer ownership for reporting purposes, leave this box unchecked.
• Username - The username that will be used to enter the system.
• Password - The password that will be used to enter the system.

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Member Of / Role

This tab provides you the ability to assign the type of permissions this user will have in RT on a station-by-station basis.



Administrator (aka Primary Operator)

The Administrator role is the person within your organization that is ultimately responsible for the integrity, stability and overall operation of the system. Only one person can be assigned to this role. This role is also referred to as the primary operator.

To configure this role for the person associated within this window, enable the Administrator check box in the Permission Override box.


"Everyone Else"

The tab is separated into two sides. The left side contains the list of Stations. When you highlight a station on the left hand side, the right hand side shows the role(s) that are currently enabled for this person for this Station.

• Administrator Assistant
  Provides access to all things related to "Traffic" and "Billing" and the necessary permissions to perform all related normal day-to-day tasks, as well as a few "safe" administration capabilities above and beyond those afforded to the Traffic and Billing roles. Admin Asst does not have access to Groups, Users and Stations in Settings, They have limited ability to manipulate history and cannot delete.
• Traffic ★
  Provides access to all things related to "Traffic" and the necessary permissions to perform all related normal day-to-day tasks.
• Traffic Assistant ★
  This is a "read-only" role that has access to all things related to "Traffic". These permissions provide the ability to fully use all the features available in the software except deleting data.
• Billing ★
  Provides access to all things related to "Billing" and the necessary permissions to perform all related normal day-to-day tasks.
• Billing Read-Only ★
  This is a "read-only" role that has access to all things related to "Billing". The account provides the ability to fully use all the features available in the software except deleting data.

★ Not available in Essentials.


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FAQ

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Additional Information

See Common UI Behaviors.
See MyViews.