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<p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3N1bW1hcnlfbGlzdDpUYXNrMT1PdmVydmlld3xUYXNrMj1HZW5lcmFsIHByb3BlcnRpZXN8VGFzazM9UGhvbmUgY29udGFjdHN8VGFzazQ9QWNjb3VudCBjb250YWN0c30&locale=en_GB&version=2" data-macro-name="summary_list" data-macro-parameters="Task1=Overview|Task2=General properties|Task3=Phone contacts|Task4=Account contacts"></p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Overview"></a></pre></td></tr></table><h1>Overview</h1><p>To configure the properties of a web user, select it from the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3JlZmVyZW5jZW1hY3JvOkxhYmVsPVdlYiB1c2Vyc30&locale=en_GB&version=2" data-macro-name="referencemacro" data-macro-parameters="Label=Web users"> list, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzIzLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_23.png"></p><p>A new window will open, where you can configure the properties of the selected web user.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzI0LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_24.png"></p><p> Each tab in this window is described below:</p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="General properties"></a></pre></td></tr></table><h1>General properties</h1><p>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3RhYm1hY3JvOkxhYmVsPUdlbmVyYWx9&locale=en_GB&version=2" data-macro-name="tabmacro" data-macro-parameters="Label=General"> tab allows you to configure the login credentials of the currently-selected web user and apply any directory restrictions, if required.</p><h4>Configuring a web user's credentials</h4><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzIucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_2.png"></p><table class="confluenceTable"><tbody><tr><th class="confluenceTh">Field</th><th class="confluenceTh">Description</th></tr><tr><td class="confluenceTd"><strong>Username</strong></td><td class="confluenceTd">The username the web user will use to log in with</td></tr><tr><td class="confluenceTd"><strong>Password</strong></td><td class="confluenceTd">The password the web user will use to log in with</td></tr><tr><td class="confluenceTd"><strong>Display name</strong></td><td class="confluenceTd">The name you want the web user to be identified in the reports</td></tr><tr><td colspan="1" class="confluenceTd"><strong>Email address</strong></td><td colspan="1" class="confluenceTd">The email address of the web user; this can also be used when scheduling reports</td></tr></tbody></table><h4>Configuring a web user's Directory access</h4><p>TIM Plus allows you to restrict a web user's access to specific parts of the Directory. To apply any restrictions, select from the drop-down list the site and group you want to allow the web user to access. If you select <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2tleXdvcmRtYWNybzpMYWJlbD1BbGwgc2l0ZXN9&locale=en_GB&version=2" data-macro-name="keywordmacro" data-macro-parameters="Label=All sites">, the web user will be able to access all parts of the Directory.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzMucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_3.png"></p><table class="confluenceTable"><tbody><tr><th class="confluenceTh">Field</th><th class="confluenceTh">Description</th></tr><tr><td class="confluenceTd"><strong>Site</strong></td><td class="confluenceTd">The site to which the web user will be allowed access. If you don't want to restrict the current web user to a specific site, select <span class="keyword">All sites</span>.</td></tr><tr><td class="confluenceTd"><strong>Group</strong></td><td class="confluenceTd">The user group - within the previously selected site - to which the web user will be allowed access. If you don't want to restrict the current web user to a specific group, select <span class="keyword">All groups</span>.</td></tr></tbody></table><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Phone contacts"></a></pre></td></tr></table><h1>Phone contacts</h1><p>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3RhYm1hY3JvOkxhYmVsPVBob25lIGNvbnRhY3RzfQ&locale=en_GB&version=2" data-macro-name="tabmacro" data-macro-parameters="Label=Phone contacts"> tab allows you to add a list of contacts to each individual web user, replacing phone numbers with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.</p><h4>Adding phone contacts manually</h4><p>To manually add a phone contact to the currently-selected web user, enter the telephone number and the name you want to associate with it, then click on the <span class="button">Add</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzQucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_4.png"></p><p>To add a range of DDI numbers, enter the first part of the phone number only, and use ** as a wild character, e.g. enter <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2tleXdvcmRtYWNybzpMYWJlbD0wMjA3MjY1MjYqKn0&locale=en_GB&version=2" data-macro-name="keywordmacro" data-macro-parameters="Label=020726526**"> for Tri-line's DDIs. </p><h4>Importing phone contacts</h4><p>To automatically import phone contacts in the system from an existing list, arrange your data in CSV format comprising of two columns separated by a common delimiter, such as comma, dash, semicolon, tab or space.</p><p>Click on the <span class="button">Import</span> button and paste the CSV list in the box provided, then click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2J1dHRvbm1hY3JvOkxhYmVsPU5leHR9&locale=en_GB&version=2" data-macro-name="buttonmacro" data-macro-parameters="Label=Next"> button.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE0LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_14.png"></p><p>Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE1LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_15.png"></p><p>Select the column you want to use for the name and phone number information, then click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2J1dHRvbm1hY3JvOkxhYmVsPU5leHR9&locale=en_GB&version=2" data-macro-name="buttonmacro" data-macro-parameters="Label=Next"> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE2LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_16.png"></p><p>The system will analyse your data and will return the number of phone contacts ready to be imported:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE3LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_17.png"></p><p>Click on the <span class="button">Import</span> button to automatically import the contacts in the system, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzkucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_9.png"></p><h4>Deleting a phone contact</h4><p>If you no longer want a name associated with a particular phone number, click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2lubGluZWltYWdlOlVSTD0vZG93bmxvYWQvYXR0YWNobWVudHMvNDgxNzE1NS9jcm9zc19idXR0b24ucG5nfQ&locale=en_GB&version=2" data-macro-name="inlineimage" data-macro-parameters="URL=/download/attachments/4817155/cross_button.png"> icon alongside it to delete it, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzI1LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_25.png"></p><h4>Searching for a phone contact</h4><p>To search for a number in your existing list of contacts, click on the <span class="button">Search</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzYucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_6.png"></p><p>A new window will open, where you can enter the phone number you are looking for, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzcucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_7.png"></p><p>Follow the same procedure to search for a location name:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzgucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_8.png"></p><table class="wysiwyg-macro" data-macro-name="html" style="background-image: url(/plugins/servlet/confluence/placeholder/macro-heading?definition=e2h0bWx9&locale=en_GB&version=2); background-repeat: no-repeat;" data-macro-body-type="PLAIN_TEXT"><tr><td class="wysiwyg-macro-body"><pre><a id="Account contacts"></a></pre></td></tr></table><h1>Account contacts</h1><p>The <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3RhYm1hY3JvOkxhYmVsPUFjY291bnQgY29udGFjdHN9&locale=en_GB&version=2" data-macro-name="tabmacro" data-macro-parameters="Label=Account contacts"> tab allows you to add a list of contacts to each individual web user, replacing account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.</p><h4>Adding account code contacts manually</h4><p>To manually add an account code contact, enter the account code number and the name you want to associate with it, then click on the <span class="button">Add</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzUucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_5.png"></p><h4>Importing account code contacts</h4><p>To automatically import account code contacts in the system from an existing list, arrange your data in CSV format comprising of two columns separated by a common delimiter, such as comma, dash, semicolon, tab or space.</p><p>Click on the <span class="button">Import</span> button and paste the CSV list in the box provided, then click on the <span class="button">Next</span> button:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE4LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_18.png"></p><p>Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzE5LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_19.png"></p><p>Select the column you want to use for the name and account code information, then click on the <span class="button">Next</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzIwLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_20.png"></p><p>The system will analyse your data and will return the number of contacts ready to be imported:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPWh0dHA6Ly9kb2NzLnRyaS1saW5lLmNvbTo4MDkwL2Rvd25sb2FkL2F0dGFjaG1lbnRzLzQ4MTcxNTUvd2ViX3VzZXJfMTcucG5nfQ&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=http://docs.tri-line.com:8090/download/attachments/4817155/web_user_17.png"></p><p>Click on the <span class="button">Import</span> button to automatically import the contacts in the system.</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzEzLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_13.png"></p><h4>Deleting an account code contact</h4><p>If you no longer want a name associated with a particular account code number, click on the <img class="confluence-embedded-image icon confluence-external-resource" src="http://docs.tri-line.com:8090/download/attachments/4817155/cross_button.png" data-image-src="http://docs.tri-line.com:8090/download/attachments/4817155/cross_button.png"> icon alongside it to delete it, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzI2LnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_26.png"></p><h4>Searching for an account code</h4><p>To search for an account number in your existing list of contacts, click on the <span class="button">Search</span> button, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzExLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_11.png"></p><p>A new window will open, where you can enter the account code you are looking for, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzEyLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_12.png"></p><p>When you have configured the properties of your web user, click on the <img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e2J1dHRvbm1hY3JvOkxhYmVsPVNhdmV9&locale=en_GB&version=2" data-macro-name="buttonmacro" data-macro-parameters="Label=Save"> button to apply the changes, as shown below:</p><p><img class="editor-inline-macro" src="/plugins/servlet/confluence/placeholder/macro?definition=e3NjcmVlbnNob3RtYWNybzpCb3JkZXI9ZmFsc2V8VVJMPS9kb3dubG9hZC9hdHRhY2htZW50cy80ODE3MTU1L3dlYl91c2VyXzEwLnBuZ30&locale=en_GB&version=2" data-macro-name="screenshotmacro" data-macro-parameters="Border=false|URL=/download/attachments/4817155/web_user_10.png"></p><p> </p>
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