ADJUTANT - Web Portal

Modified on Thu, 16 Feb 2012 16:42 by Greg Andrews Categorized as CRM, KPI
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==HOW TOs==

===How to Copy Page Settings from One User to Another===

* Sign in to Web Adjutant

* Click on the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant.jpg|Setup]''' page button

* Go to '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Setting Page.jpg|Application Setup >> Copy Page Settings]''' at the bottom menu bar

* Select users from the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - User lookup.jpg|People Lookup]'''link or by typing in their name (a pop-up window will appear).

* '''Main User''' is the person being copied from and the '''User 2''' is the person copying to

* Click '''Copy Settings''' after selecting users

The Main User's pages will be copied over to the other user's web portal.

===How to Export User Settings===

'''The Export and Import Page Settings features can be used to export one user's pages and then import them into another.

The advantage of the export/import feature over the Copy Settings feature is that you can select which pages to export/import and also include a user's default function header settings.'''

* Sign in to Web Adjutant

* Click on the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant.jpg|Setup]''' page button

* Go to '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Setting Page-2.jpg|Application Setup >> Export Page Settings]'''

* Select '''User''' and the '''Page(s)''' from the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Export Page Settings.jpg|Export Page Settings]'''

* Click '''Export Settings''' after making the selections

* Right Click on the success message and save the link 

===How to Import User Page Settings===

* Sign in to Web Adjutant

* Click on the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant.jpg|Setup]''' page button

* Go to '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Setting Page-1.jpg|Application Setup >> Import Page Setting]''' at the bottom menu bar

* Select '''User''' and the '''XML file''' from the '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Import Page Settings.jpg|Import Page Settings]'''

* Check the box to replace the existing file (Leave the box unchecked to add as a new file)


* '''[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Web Adjutant\Web Adjutant - Export Page Setting -2.jpg|Export Success screen]'''
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ADJUTANT - Web Portal
