4 results found
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Use "Assigned Territory" in user setting for sales managers to have access to see customers activities (quotes, ordethey're responsible for
Can we see if what Virco has already in SAP can be used for allowing Sales employees access to multiple customers with out having to assign each customer in User Administration?
user creation - Assigned Territory
possibly use for internal users to see customers eTrack data for customers in their TE (sap rpt)1 vote -
Nondisclosure/Noncompete Acceptance Required At Login
The very first time a customer/user logins in they would have to accept a terms and conditions type message related to accepting a nondisclosure/noncompete agreement on all client information they are viewing/using by getting access to the portal.
This could be like how terms and conditions work in the cart with a radio and link to the document or a popup that the (and can download a link) and hit ok and proceed. It could be driven by empty 'Last login date'.
2 votes -
Streamline Registration Process
Can we streamline the registration process by automatically creating a user profile populated by the data entered in the registration request. The user profile should default to inactive when automatically created. Then an admin would simply review the data add any additional details in User Maintenance and mark them as active if everything looks good.
1 vote -
Allow configuration of the Logon Home Page
Allow logo and sign in box to be customizable on sizing and location on home page (example; Logo Centered above User login data box)
1 voteThere is already work in progress to make the login page client-facing, so this would be a lower priority to that. Please add a comment and let me know what client is requesting this.
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