Differences

This shows you the differences between two versions of the page.

adminhelp:usersadministration:usergroups [2018/07/04 05:07]
mnikolic [New Project/Quotation Landing Page]
adminhelp:usersadministration:usergroups [2018/08/17 03:29] (current)
atadic [User Types]
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 User types control how users interact with the system. For example, products, reports and workflow actions can have permissions set according to user types.\\  User types control how users interact with the system. For example, products, reports and workflow actions can have permissions set according to user types.\\ 
 To view a list of all user types in the system and/or add new user types, go to **Setup** > **Users** > **User Types**. A list of all existing user types displays, and their total number is visible in the top right corner of the page.\\ To view a list of all user types in the system and/or add new user types, go to **Setup** > **Users** > **User Types**. A list of all existing user types displays, and their total number is visible in the top right corner of the page.\\
-User types can be filtered by specific and advanced criteria. To quickly filter user types, enter enter one of the following search queries in the search box: +User types can be filtered by specific and advanced criteria. User types can be quickly filtered by group name.\\
-  * group name +
-  * group description +
- +
 Additionally, when using the **Advanced Search**, user types can be filtered by: Additionally, when using the **Advanced Search**, user types can be filtered by:
   * group name   * group name
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 Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\ Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\
 Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **User Types** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\ Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **User Types** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\
 +**Note**: The additional columns will display in the grid only the first time they are added.\\
 {{:adminhelp:usersadministration:usertypes_display.png?300}}\\ {{:adminhelp:usersadministration:usertypes_display.png?300}}\\
 \\ \\
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   - In **Not visible views**, select the views that will not be available to users in the **Catalog** when they use CPQ's classic design.    - In **Not visible views**, select the views that will not be available to users in the **Catalog** when they use CPQ's classic design. 
   - In **Legacy UI Design**, select an existing XSLT file or upload a new one for each visual style displayed. \\ More information is available in the **[[adminhelp:usersadministration:usergroups#legacy_ui_design|Legacy UI Design]]** section.   - In **Legacy UI Design**, select an existing XSLT file or upload a new one for each visual style displayed. \\ More information is available in the **[[adminhelp:usersadministration:usergroups#legacy_ui_design|Legacy UI Design]]** section.
 +  - In **UI Design**, add a custom template.
   - Click **Save**. \\ Alternatively, to save your changes and go back to the **User Types** page, click **Save & Go Back**.   - Click **Save**. \\ Alternatively, to save your changes and go back to the **User Types** page, click **Save & Go Back**.
 <note> Selections made in **Start page** and **Start category** apply to users logging directly into CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).</note> <note> Selections made in **Start page** and **Start category** apply to users logging directly into CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).</note>
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