Difference between revisions of "User Maintenance"

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Revision as of 15:07, 25 April 2018

This will allow you to manage the users of Keyfax Inter•View, the business groups within Keyfax Inter•View and will show you who is logged on.

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Users

Anyone wishing to use Keyfax Inter•View, either as an Administrator or an Advisor wishing to launch Keyfax Inter•View must be registered within the system.

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Adding a User

After clicking 'Add User' the following form will appear to be filled in.

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  • User ID - This is a code which must match the advisor's login code for the Host system (i.e. the system used to launch Keyfax Inter•View.
  • Password - Although this is a mandatory field, the password is only ever used by Administrators wishing to use Administrator Tools. Although probably more convenient, it does not need to match any password on a host system.
  • Email - A valid email address must be entered.
The Security tab contains authorisation settings for users accessing Keyfax Inter•View as well as other Keyfax products:

Keyfax Contact•View

  • User Role - This will authorise the user at the chosen level.
  • Bus Group - defines the Business Group that this user is a member of. Business groups determine which Script Set to display when Keyfax Inter•View is launched. Note that this setting is only relevant for Contact•View installations.

Keyfax Repairs/General Enquiries

  • User Role - Both 'Admin Security' and 'Admin Scripts' roles can login to Keyfax Inter•View Administrator Tools