Subcontractors - Revision history

Dina at 13:49, 8 July 2020

2020-07-08T13:49:11Z

← Older revision		Revision as of 13:49, 8 July 2020
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	{{officemanagement}}		{{officemanagement}}
	==Introduction==		==Introduction==
	~~CommitCRM~~ Subcontractors feature allows you to effectively manage subcontractors and track their work.		RangerMSP Subcontractors feature allows you to effectively manage subcontractors and track their work.

	Using Subcontractors you can:		Using Subcontractors you can:
	* '''Use Web portal access''': Provide subcontractors with online access to Tickets you assign to them. They don't need to have ~~CommitCRM~~ client installed.		* '''Use Web portal access''': Provide subcontractors with online access to Tickets you assign to them. They don't need to have RangerMSP client installed.
	* '''Save time''': Have subcontractors log Charges, add notes and update your system directly.		* '''Save time''': Have subcontractors log Charges, add notes and update your system directly.
	* '''Provide limited access''': Subcontractors can view only details related to specific Accounts you choose for them.		* '''Provide limited access''': Subcontractors can view only details related to specific Accounts you choose for them.
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	==In a Nutshell==		==In a Nutshell==
	Subcontractor licenses are fully-featured ~~CommitCRM~~ Employee licenses. You can let subcontractors access the system via the [[Web_Interface\|~~CommitCRM~~ Web Interface]], restrict them to view only specific Accounts and give them limited privileges.		Subcontractor licenses are fully-featured RangerMSP Employee licenses. You can let subcontractors access the system via the [[Web_Interface\|RangerMSP Web Interface]], restrict them to view only specific Accounts and give them limited privileges.
	<br><br>		<br><br>

	==How it works==		==How it works==
	You can assign service tickets to any subcontractor or partner, even if they don’t have ~~CommitCRM~~ installed, by letting them use ~~CommitCRM~~ Web Interface for Employees. Your subcontractor will have access to the tickets you assign to them, and as they work on the tickets, your system is automatically updated in real-time!		You can assign service tickets to any subcontractor or partner, even if they don’t have RangerMSP installed, by letting them use RangerMSP Web Interface for Employees. Your subcontractor will have access to the tickets you assign to them, and as they work on the tickets, your system is automatically updated in real-time!

	Using the ~~CommitCRM~~ Web Interface subcontractors can:		Using the RangerMSP Web Interface subcontractors can:
	* Manage Tickets assigned to them via the Web Interface.		* Manage Tickets assigned to them via the Web Interface.
	* Be notified about new Tickets by automatic email notifications.		* Be notified about new Tickets by automatic email notifications.
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	<br>		<br>
	===Subcontractors Privilege Group===		===Subcontractors Privilege Group===
	Each Employee in ~~CommitCRM~~ is assigned privileges group. The system comes with a predefined ''Subcontractors'' group which limits the user to have access to only their own data, providing maximum security. This group lets them view only their own tickets and the related data they added, such as documents, charges, appointments, and so on.		Each Employee in RangerMSP is assigned privileges group. The system comes with a predefined ''Subcontractors'' group which limits the user to have access to only their own data, providing maximum security. This group lets them view only their own tickets and the related data they added, such as documents, charges, appointments, and so on.

	To set a user privileges group:		To set a user privileges group:
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	# Go to the sub contractor's Employee window.		# Go to the sub contractor's Employee window.
	# Under "Web User: Can access all Accounts?" click ''Edit''.		# Under "Web User: Can access all Accounts?" click ''Edit''.
	# In the Edit window, choose the Accounts this user can access. Note that changes take effect only when logging in again via ~~CommitCRM~~ Web Interface.		# In the Edit window, choose the Accounts this user can access. Note that changes take effect only when logging in again via RangerMSP Web Interface.

	Once the list is defined, the next time the user will log-in via the Web Interface they will be able to see only the Accounts they have access to, and only Tickets relating to these Accounts.		Once the list is defined, the next time the user will log-in via the Web Interface they will be able to see only the Accounts they have access to, and only Tickets relating to these Accounts.
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	## Go to the Employee tab:		## Go to the Employee tab:
	## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).		## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).
	## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via ~~CommitCRM~~ Web Interface.		## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via RangerMSP Web Interface.
	# Log in as the Subcontractor Web User via the Web Interface.		# Log in as the Subcontractor Web User via the Web Interface.

	Important: Subcontractors should login using '''[[Web_Interface\|~~CommitCRM~~ Web Interface]] only'''. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.		Important: Subcontractors should login using '''[[Web_Interface\|RangerMSP Web Interface]] only'''. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.

	==Advanced features for Subcontractors==		==Advanced features for Subcontractors==
	===Email Alerts for Subcontractors ===		===Email Alerts for Subcontractors ===
	Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can receive Email Alerts from the ~~CommitCRM~~ Alerts Server like any other Employee.		Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can receive Email Alerts from the RangerMSP Alerts Server like any other Employee.

	Alerts settings are configured by each user using the Tools > Options > Alerts tab when using ~~CommitCRM~~ client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the ~~CommitCRM~~ client credentials), you’ll need to configure their alerts settings (if you want them to receive email alerts) by logging into ~~CommitCRM~~ using their client user credentials.		Alerts settings are configured by each user using the Tools > Options > Alerts tab when using RangerMSP client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the RangerMSP client credentials), you’ll need to configure their alerts settings (if you want them to receive email alerts) by logging into RangerMSP using their client user credentials.

	See more details about setting up email alerts in [[Alerts_Server#~~CommitCRM_Alerts_User_Settings~~\|~~CommitCRM~~ Alerts User Settings]].		See more details about setting up email alerts in [[Alerts_Server#RangerMSP_Alerts_User_Settings\|RangerMSP Alerts User Settings]].

	===Subcontractors as Email Recipients ===		===Subcontractors as Email Recipients ===
	Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can be defined as Ticket Recipients and receive all Email communication regarding tickets like any other Employee.		Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can be defined as Ticket Recipients and receive all Email communication regarding tickets like any other Employee.

	Email Recipients settings are configured by each user using the Tools > Options > Tickets-2 tab when using ~~CommitCRM~~ client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the ~~CommitCRM~~ client credentials), you’ll need to configure their recipients settings (if you want them to receive emails) by logging into ~~CommitCRM~~ using the subcontractor client user credentials.		Email Recipients settings are configured by each user using the Tools > Options > Tickets-2 tab when using RangerMSP client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the RangerMSP client credentials), you’ll need to configure their recipients settings (if you want them to receive emails) by logging into RangerMSP using the subcontractor client user credentials.

	See more details about setting up email recipients in [[Ticket_Management#Recipient_Options\|Recipients Options]].		See more details about setting up email recipients in [[Ticket_Management#Recipient_Options\|Recipients Options]].
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	=See Also=		=See Also=
	* [[Ticket Management]]		* [[Ticket Management]]
	* [[Web_Interface\|~~CommitCRM~~ Web Interface]]		* [[Web_Interface\|RangerMSP Web Interface]]
	* [[Privileges\| Privileges in ~~CommitCRM~~]]		* [[Privileges\| Privileges in RangerMSP]]
	* [[Alerts Server\|~~CommitCRM~~ Alerts Server]]		* [[Alerts Server\|RangerMSP Alerts Server]]
	* [[Email Connector\|~~CommitCRM~~ Email Connector]]		* [[Email Connector\|RangerMSP Email Connector]]

Robert at 11:45, 1 September 2013

2013-09-01T11:45:58Z

← Older revision		Revision as of 11:45, 1 September 2013
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	==In a Nutshell==		==In a Nutshell==
	Subcontractor licenses are fully-featured CommitCRM Employee licenses. You can let subcontractors access the system via the [[Web_Interface\|~~Commit~~ Web Interface]], restrict them to view only specific Accounts and give them limited privileges.		Subcontractor licenses are fully-featured CommitCRM Employee licenses. You can let subcontractors access the system via the [[Web_Interface\|CommitCRM Web Interface]], restrict them to view only specific Accounts and give them limited privileges.
	<br><br>		<br><br>

	==How it works==		==How it works==
	You can assign service tickets to any subcontractor or partner, even if they don’t have CommitCRM installed, by letting them use ~~Commit~~ Web Interface for Employees. Your subcontractor will have access to the tickets you assign to them, and as they work on the tickets, your system is automatically updated in real-time!		You can assign service tickets to any subcontractor or partner, even if they don’t have CommitCRM installed, by letting them use CommitCRM Web Interface for Employees. Your subcontractor will have access to the tickets you assign to them, and as they work on the tickets, your system is automatically updated in real-time!

	Using the ~~Commit~~ Web Interface subcontractors can:		Using the CommitCRM Web Interface subcontractors can:
	* Manage Tickets assigned to them via the Web Interface.		* Manage Tickets assigned to them via the Web Interface.
	* Be notified about new Tickets by automatic email notifications.		* Be notified about new Tickets by automatic email notifications.
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	# Go to the sub contractor's Employee window.		# Go to the sub contractor's Employee window.
	# Under "Web User: Can access all Accounts?" click ''Edit''.		# Under "Web User: Can access all Accounts?" click ''Edit''.
	# In the Edit window, choose the Accounts this user can access. Note that changes take effect only when logging in again via ~~Commit~~ Web Interface.		# In the Edit window, choose the Accounts this user can access. Note that changes take effect only when logging in again via CommitCRM Web Interface.

	Once the list is defined, the next time the user will log-in via the Web Interface they will be able to see only the Accounts they have access to, and only Tickets relating to these Accounts.		Once the list is defined, the next time the user will log-in via the Web Interface they will be able to see only the Accounts they have access to, and only Tickets relating to these Accounts.
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	## Go to the Employee tab:		## Go to the Employee tab:
	## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).		## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).
	## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via ~~Commit~~ Web Interface.		## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via CommitCRM Web Interface.
	# Log in as the Subcontractor Web User via the Web Interface.		# Log in as the Subcontractor Web User via the Web Interface.

	Important: Subcontractors should login using '''[[Web_Interface\|~~Commit~~ Web Interface]] only'''. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.		Important: Subcontractors should login using '''[[Web_Interface\|CommitCRM Web Interface]] only'''. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.

	==Advanced features for Subcontractors==		==Advanced features for Subcontractors==
	===Email Alerts for Subcontractors ===		===Email Alerts for Subcontractors ===
	Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can receive Email Alerts from the ~~Commit~~ Alerts Server like any other Employee.		Subcontractors are Standard Employees who have specific privileges and permissions and should log-in using a Web user only. Since they are actually Employees in the system, they can receive Email Alerts from the CommitCRM Alerts Server like any other Employee.

	Alerts settings are configured by each user using the Tools > Options > Alerts tab when using CommitCRM client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the CommitCRM client credentials), you’ll need to configure their alerts settings (if you want them to receive email alerts) by logging into CommitCRM using their client user credentials.		Alerts settings are configured by each user using the Tools > Options > Alerts tab when using CommitCRM client. Because you normally provide subcontractors with only Web access (i.e. you do not provide them with the CommitCRM client credentials), you’ll need to configure their alerts settings (if you want them to receive email alerts) by logging into CommitCRM using their client user credentials.

	See more details about setting up email alerts in [[Alerts_Server#~~Commit_Alerts_User_Settings~~\|~~Commit~~ Alerts User Settings]].		See more details about setting up email alerts in [[Alerts_Server#CommitCRM_Alerts_User_Settings\|CommitCRM Alerts User Settings]].

	===Subcontractors as Email Recipients ===		===Subcontractors as Email Recipients ===
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	=See Also=		=See Also=
	* [[Ticket Management]]		* [[Ticket Management]]
	* [[Web_Interface\|~~Commit~~ Web Interface]]		* [[Web_Interface\|CommitCRM Web Interface]]
	* [[Privileges\| Privileges in CommitCRM]]		* [[Privileges\| Privileges in CommitCRM]]
	* [[Alerts Server\|~~Commit~~ Alerts Server]]		* [[Alerts Server\|CommitCRM Alerts Server]]
	* [[Email Connector\|~~Commit~~ Email Connector]]		* [[Email Connector\|CommitCRM Email Connector]]

Sheli: /* Activating Subcontractors */

2010-11-13T09:59:50Z

Activating Subcontractors

Sheli: /* Activating Subcontractors */

2010-11-13T09:17:36Z

Activating Subcontractors

← Older revision		Revision as of 09:17, 13 November 2010
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	## Click ''OK'' to create the user		## Click ''OK'' to create the user
	# In the new Employee window, go to the Employee tab:		# In the new Employee window, go to the Employee tab:
	## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the Web credentials to the subcontractor).		## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).
	## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via Commit Web Interface.		## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via Commit Web Interface.
	# Log in as the Subcontractor Web User via the Web Interface.		# Log in as the Subcontractor Web User via the Web Interface.

Sheli: /* See Also */

2010-11-13T09:16:32Z

Sheli: /* In a Nutshell */

2010-11-13T09:15:33Z

In a Nutshell

← Older revision		Revision as of 09:15, 13 November 2010
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	==In a Nutshell==		==In a Nutshell==
	Subcontractor licenses are fully-featured CommitCRM Employee licenses. You can let subcontractors access the system via the Commit Web Interface, restrict them to view only specific Accounts and give them limited privileges.		Subcontractor licenses are fully-featured CommitCRM Employee licenses. You can let subcontractors access the system via the [[Web_Interface\|Commit Web Interface]], restrict them to view only specific Accounts and give them limited privileges.
	<br><br>		<br><br>

Sheli: /* Subcontractors Privilege Group */

2010-10-31T18:18:39Z

Subcontractors Privilege Group

← Older revision		Revision as of 18:18, 31 October 2010
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	See more details about setting up a Subcontractor user in [[#Activating Subcontractors\|Activating Subcontractors]].		See more details about setting up a Subcontractor user in [[#Activating Subcontractors\|Activating Subcontractors]].

	The Subcontractors group can be edited to allow more flexible options. See more details about the different privileges and how they are managed in [[~~Privileges_FAQ~~#~~How_can_I_see_the_different_privileges_associated_with_each_Privilege_group.3FPrivileges~~\|Privileges ~~FAQ~~]].		The Subcontractors group can be edited to allow more flexible options. See more details about the different privileges and how they are managed in [[Employee_Privileges#Employee_Privileges_Group\|Employee Privileges Group]].

	===Limiting Accounts Access===		===Limiting Accounts Access===

Sheli at 18:14, 31 October 2010

2010-10-31T18:14:00Z

← Older revision		Revision as of 18:14, 31 October 2010
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			{{officemanagement}}
	==Introduction==		==Introduction==
	CommitCRM Subcontractors feature allows you to effectively manage subcontractors and track their work.		CommitCRM Subcontractors feature allows you to effectively manage subcontractors and track their work.

Sheli: /* See Also */

2010-06-28T09:36:21Z

Sheli: /* See Also */

2010-06-28T09:35:48Z

← Older revision		Revision as of 09:16, 13 November 2010
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	=See Also=		=See Also=
	* [[Ticket Management]]		* [[Ticket Management]]
			* [[Web_Interface\|Commit Web Interface]]
	* [[Privileges\| Privileges in CommitCRM]]		* [[Privileges\| Privileges in CommitCRM]]
	* [[Alerts Server\|Commit Alerts Server]]		* [[Alerts Server\|Commit Alerts Server]]
	* [[Email Connector\|Commit Email Connector]]		* [[Email Connector\|Commit Email Connector]]

← Older revision		Revision as of 09:36, 28 June 2010
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	=See Also=		=See Also=
	* [[Ticket Management]]		* [[Ticket Management]]
			* [[Privileges\| Privileges in CommitCRM]]
	* [[Alerts Server\|Commit Alerts Server]]		* [[Alerts Server\|Commit Alerts Server]]
	* [[Email Connector\|Commit Email Connector]]		* [[Email Connector\|Commit Email Connector]]

← Older revision		Revision as of 09:35, 28 June 2010
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	=See Also=		=See Also=
			* [[Ticket Management]]
			* [[Alerts Server\|Commit Alerts Server]]
			* [[Email Connector\|Commit Email Connector]]

← Older revision		Revision as of 09:59, 13 November 2010
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	# From the Employees window, click New in the toolbar to add a new Employee.		# From the Employees window, click New in the toolbar to add a new Employee.
	# In the ~~New~~ Employee ~~window.~~		# Define the new Employee details:
	## Enter general details: Name, phone numbers, and so on.		## Enter general details: Name, phone numbers, and so on.
	## In System Preferences, leave the ''Active Employee'' checkbox selected and select the ''Configure User'' checkbox		## In System Preferences, leave the ''Active Employee'' checkbox selected and select the ''Configure User'' checkbox
	## Enter the username and password for the application user. (Important: Do not provide these credentials to your subcontractor)		## Enter the username and password for the application user. (Important: Do not provide these credentials to your subcontractor)
	## Choose the Subcontractors privileges group.		## Choose the [[Subcontractors#Subcontractors_Privilege_Group\|Subcontractors privileges]] group.
	## Click ''OK'' to create the user		## Click ''OK'' to create the user
	# ~~In the new Employee window, go~~ to the Employee tab:		# Configure Web User:
			## Go to the Employee tab:
	## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).		## Click ''Configure Web User'' to add Web access credentials. (Note: Provide only the '''Web credentials''' to the subcontractor).
	## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via Commit Web Interface.		## Under "Web User: Can access all Accounts?" click ''Edit'' and choose the Accounts this user can access. Note that these changes take effect only when logging again as via Commit Web Interface.
	# Log in as the Subcontractor Web User via the Web Interface.		# Log in as the Subcontractor Web User via the Web Interface.

	Important: Subcontractors should login using Commit Web Interface only. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.		Important: Subcontractors should login using '''[[Web_Interface\|Commit Web Interface]] only'''. Do not provide them with the application user credentials, only the Web user credentials because only the Web Interface limits them to specific Accounts.

	==Advanced features for Subcontractors==		==Advanced features for Subcontractors==