Difference between revisions of "Distributors"

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<tr><td valign="top">[[File:CommunitiesIcon.png|left|Groups]][[File:ManageDistributorsButton.png|Distributors]]</td></tr>
<tr><td valign="top">[[File:CommunitiesIcon.png|left|Groups]][[File:ManageDistributorsButton.png|Distributors]]</td></tr>
<tr><td>
<tr><td>
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
 
Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles|user with the role of Distributor Admin]].</td></tr>
Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles and Privileges|user with the role of Distributor Admin]].</td></tr>
</table><br />
</table><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />
[[File:DistributorsList.png|right|frame|Manage Distributors Screen]]
Distributors can only be created by [[User Roles|users who have a role of Admin]]. To create a Distributor:
===Creating a Distributor===
* Click the "Manage Groups" button on the Dashboard.
<br />
Distributors can only be created by [[User Roles and Privileges|users who have a role of Admin]]. To create a Distributor:
* Click the "Manage Distributors" button on the Dashboard.
* Click the "Actions" tab.
* Click the "Actions" tab.
* Click the "Add a new Group" button.
* Click the "Add a new Distributor" button.
* Enter a name for the Group, then select a Distributor.
* Enter a name for the Distributor.
::These two fields are required.
::This is a required field.
* Enter the remaining information.
* Enter the remaining information.
::Note that the email address entered receives alert messages when [[System Status|system status]] for any group member changes to "down" or "up".  
::Note that the email address entered receives alert messages when [[System Status|system status]] for any account under the Distributor changes to "down" or "up".  
::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.
::It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.
* Click the "Save Group" button.<br /><br />
* Click the "Save Distributor" button.<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />
===Distributor Management Operations===
Groups can be managed by [[User Roles|users with the role of Group Admin]] for the Group, or the [[User Roles|role of Distributor Admin]] of the Distributor for the Group.
<br />
To manage a Group:
Distributors can be managed by [[User Roles and Privileges|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles and Privileges|Admin user]] for the server.
* Click the "Manage Groups" button on the Dashboard.
To manage a Distributor:
* Click the Group you wish to manage.
* Click the "Manage Distributors" button on the Dashboard.
* Click the Distributor you wish to manage.
* Click the appropriate tab:<br /><br />
* Click the appropriate tab:<br /><br />


{| class="table"
{| class="table"
|[[Image:InfoTab.png|left|top|link=Group_Info]]
|[[Image:InfoTab.png|left|top|link=Distributor_Info]]
|'''[[Group Info|Info Tab]]''' - Click the [[Group Info|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br />
|'''[[Distributor Info|Info Tab]]''' - Click the [[Distributor Info|Info tab]] to view general information about the Distributor, such as the contact information, and a log of Distributor activity.<br />
: [[Group Info|more...]]
: [[Distributor Info|more...]]
|}
|}


{| class="table"
{| class="table"
|[[Image:AccountsTab.png|left|top|link=Group_Accounts]]
|[[Image:GroupsTab.png|left|top|link=Distributor_Groups]]
|'''[[Group Accounts|Accounts Tab]]''' - Click the [[Group Accounts|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br />
|'''[[Distributor Groups|Groups Tab]]''' - Click the [[Distributor Groups|Groups tab]] to see, and manage, the list of the Groups under the Distributor.<br />
: [[Group Accounts|more...]]
: [[Distributor Groups|more...]]
|}
|}


{| class="table"
{| class="table"
|[[Image:SystemsTab.png|left|top|link=Group_Systems]]
|[[Image:SystemsTab.png|left|top|link=Distributor_Systems]]
|'''[[Group Systems|Systems Tab]]''' - Click the [[Group Systems|Systems tab]] to see, and manage, the list of the Systems in the Group.<br />
|'''[[Distributor Systems|Systems Tab]]''' - Click the [[Distributor Systems|Systems tab]] to see, and manage, the list of the Systems under the Distributor.<br />
: [[Group Systems|more...]]
: [[Distributor Systems|more...]]
|}
|}
{| class="table"
{| class="table"
|[[Image:UsersTab.png|left|top|link=Group_Users]]
|[[Image:ActionsTab.png|left|top|link=Distributor_Actions]]
|'''[[Group Users|Users Tab]]''' - Click the [[Group Users|Users tab]] to see, and manage, the list of the [[User Roles|Users with roles]] that give them access to Accounts in the Group.<br />
|'''[[Distributor Actions|Actions Tab]]''' - Click the [[Distributor Actions|Actions tab]] to access the controls for managing a Distributor.<br />
: [[Group Users|more...]]
: [[Distributor Actions|more...]]
|}
|}


{| class="table"
<br />
|[[Image:ActionsTab.png|left|top|link=Group_Actions]]
|'''[[Group Actions|Actions Tab]]''' - Click the [[Group Actions|Actions tab]] to access the controls for managing a Group.<br />
: [[Group Actions|more...]]
|}

Latest revision as of 19:03, 19 July 2017

Groups
Distributors
Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one user with the role of Distributor Admin.


Manage Distributors Screen

Creating a Distributor


Distributors can only be created by users who have a role of Admin. To create a Distributor:

  • Click the "Manage Distributors" button on the Dashboard.
  • Click the "Actions" tab.
  • Click the "Add a new Distributor" button.
  • Enter a name for the Distributor.
This is a required field.
  • Enter the remaining information.
Note that the email address entered receives alert messages when system status for any account under the Distributor changes to "down" or "up".
It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.
  • Click the "Save Distributor" button.

Distributor Management Operations


Distributors can be managed by users with the role of Distributor Admin for the Distributor, or an Admin user for the server. To manage a Distributor:

  • Click the "Manage Distributors" button on the Dashboard.
  • Click the Distributor you wish to manage.
  • Click the appropriate tab:

InfoTab.png
Info Tab - Click the Info tab to view general information about the Distributor, such as the contact information, and a log of Distributor activity.
more...
GroupsTab.png
Groups Tab - Click the Groups tab to see, and manage, the list of the Groups under the Distributor.
more...
SystemsTab.png
Systems Tab - Click the Systems tab to see, and manage, the list of the Systems under the Distributor.
more...
ActionsTab.png
Actions Tab - Click the Actions tab to access the controls for managing a Distributor.
more...