First time configuration
After you have successfully installed the packages it is time to do the configuration so other users can start using the SuperOffice Analyze.
1. Access to SuperOffice data
You need to establish security access to the SuperOffice data. But default the access mode is set to "Private, user can only se his own data".
If all users should have access then change this option to "Open, user can see everything".
For full explanation of how to establish a good security solution for the SuperOffice Analyze solution read the System Variables -> Access filtering section.
2. Establish web or windows access to SuperOffice client
By default the solution is set-up to integrate with the SuperOffice Windows client. If there is user who want the integration against the SuperOffice Web client you should change the system variabel "client_type".
PS!: All online customers must set this to use the web client.
3. Enable budget for activity and sales
First of all you should change the default input module database.
Go to System Administration -> System -> Variables -> Select Input Module and system variabel im_default_db. Select "CRM_SO".
Go into Input module and give access to people who should be able to add information into the budget fields.
4.Data access configuration
SuperOffice Analyze consist of different desktops which are adapted for different roles in an organisation.
Top Manager Desktop is for the top management which normally should see all information and want to drill into groups/departments.
Sales Manager Desktop is for the sales managers which normally should see information for their groups and drill down to groups.
Sales Person Desktop is for the sales person which normally should see only personal data and drill down to sales details.
Analyze Desktop and Marketing desktop could be customized for each group/persons.
The best way of configuring access
The easiest way to maintain a solution is to use the access system variabels.
By combinng the access_mode and access_group variabels you can create access filtering required.
Example of how you best can do it:
- Create groups for each role in the solution;
Eg. Sales Manager, Top Manager and Sales Person, Marketing Manager
- For each desktop in the solution;
Top Management Desktop, Sales Manager, Sales Person, etc.. give the groups created in last step access.
- Go into system variables and define access for the different groups.
User access_mode and set the access level for each of the created BA groups.
If some of the users that have the Tight setting, need to have read access to other than their primary group, customize this by using the access_group variabel. Additional groups that the user needs access to may be specified.
Example: A user is a member of the Sales Persons group which see only data from his primary groups. She should also
see information from some other group. In the example we have added two more groups from SuperOffice.
Value show usergroups selected from SuperOffice which the user should have read access in addition to his primary groups in SuperOffice.
Read this section for more information.