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 [2018/11/05 03:37] (current)
mnikolic
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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 **Description**, enter a more detailed description of the group.   - In **Description**, enter a more detailed description of the group.
   - Define the start page by clicking one of the following: \\ **Select Product**: a list of configurable and parent/child product items. Please note that the system saves the system ID of the selected product so it can be used in scripting (//User.UserType.LandingProductSystemId//). \\  **Select Page**: a predefined list of pages: \\ - **Home Page (default)**: default page on which users land, i.e. **Catalog**. \\ - **Quote List**: a list of existing quotes. \\ - **New Quote**: an empty quote. \\ - **New Quote** – **Customer Tab** – the **Customer Info** tab of an empty quote. \\ - **Catalog** – **With empty quote** – the **Catalog** page (the system creates an empty quote in the background). \\ - **Catalog**: catalog with product items. \\ - **Approvals**: list of quotes in the **Waiting for Approval** tab.   - Define the start page by clicking one of the following: \\ **Select Product**: a list of configurable and parent/child product items. Please note that the system saves the system ID of the selected product so it can be used in scripting (//User.UserType.LandingProductSystemId//). \\  **Select Page**: a predefined list of pages: \\ - **Home Page (default)**: default page on which users land, i.e. **Catalog**. \\ - **Quote List**: a list of existing quotes. \\ - **New Quote**: an empty quote. \\ - **New Quote** – **Customer Tab** – the **Customer Info** tab of an empty quote. \\ - **Catalog** – **With empty quote** – the **Catalog** page (the system creates an empty quote in the background). \\ - **Catalog**: catalog with product items. \\ - **Approvals**: list of quotes in the **Waiting for Approval** tab.
-  - Click **Start category** to define the category users belonging to the user type land to in CPQ. \\ +  - Click **Start category** to define the category users belonging to the user type land to in SAP CPQ. \\ 
   - In the **Categories** pop-up, select a product category on which users will land. \\ Categories with a downward-facing arrow next to it contain subcategories. Clicking the arrow expands the category. \\ **Note**: For more details on setting up landing page for a user type, please refer to the **[[adminhelp:usersadministration:usergroups#setting_up_a_landing_page|Setting up a Landing Page]]** section.   - In the **Categories** pop-up, select a product category on which users will land. \\ Categories with a downward-facing arrow next to it contain subcategories. Clicking the arrow expands the category. \\ **Note**: For more details on setting up landing page for a user type, please refer to the **[[adminhelp:usersadministration:usergroups#setting_up_a_landing_page|Setting up a Landing Page]]** section.
   - Enable or disable the displayed toggle switches: \\ - **Display tree navigation**: determines whether category tree is displayed in the catalog in classic design. \\ - **Show Fields in a Quote Search/Filter**: determines whether the advanced search is available on the **Existing Quotes** page. For more information on how to define search fields that will be available to users, please refer to the [[adminhelp:quotesadministration:searchfields|Search Fields]] Help page. \\  - **When creating a new quote, require customer to be selected first**: determines whether users will be redirected to fill out customer information first when creating a new quote. \\ - **Show prices**: determines whether users belonging to the user group are able to see prices in the catalog (all available views), detailed view, configurator and shopping cart. Please note that the visibility of prices in the shopping cart can be controlled through XSL transformation. \\ - **Allow Storing Of Incomplete Configurations**: determines whether users belonging to the user group are able to create a quote from an incomplete configuration. When the toggle switch is disabled, a message displays, notifying users from the group that the configuration is incomplete and needs to be complete before a quote can be created.   - Enable or disable the displayed toggle switches: \\ - **Display tree navigation**: determines whether category tree is displayed in the catalog in classic design. \\ - **Show Fields in a Quote Search/Filter**: determines whether the advanced search is available on the **Existing Quotes** page. For more information on how to define search fields that will be available to users, please refer to the [[adminhelp:quotesadministration:searchfields|Search Fields]] Help page. \\  - **When creating a new quote, require customer to be selected first**: determines whether users will be redirected to fill out customer information first when creating a new quote. \\ - **Show prices**: determines whether users belonging to the user group are able to see prices in the catalog (all available views), detailed view, configurator and shopping cart. Please note that the visibility of prices in the shopping cart can be controlled through XSL transformation. \\ - **Allow Storing Of Incomplete Configurations**: determines whether users belonging to the user group are able to create a quote from an incomplete configuration. When the toggle switch is disabled, a message displays, notifying users from the group that the configuration is incomplete and needs to be complete before a quote can be created.
   - From the **Default category view** drop-down list, select the view that will be used as the default view for categories in the **Catalog**. \\ The options are as follows: **Tabular**, **List** and **Custom**.   - From the **Default category view** drop-down list, select the view that will be used as the default view for categories in the **Catalog**. \\ The options are as follows: **Tabular**, **List** and **Custom**.
-  - 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 SAP 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 SAP CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).</note>
      
 ===== Legacy UI Design ===== ===== Legacy UI Design =====
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 ====== Setting up a Landing Page ====== ====== Setting up a Landing Page ======
-To define where users land after they exit **Setup**, log into CPQ and land from CRM, these settings need to be managed:+To define where users land after they exit **Setup**, log into SAP CPQ and land from CRM, these settings need to be managed:
   * **Start page** and **Start category** in **Users** > **User Types**.   * **Start page** and **Start category** in **Users** > **User Types**.
   * **When creating a new quote, require customer to be selected first** - toggle switch in **Users** > **User Types**. In previous versions, this option was named **Customer Required** and it has keept the same behavior.   * **When creating a new quote, require customer to be selected first** - toggle switch in **Users** > **User Types**. In previous versions, this option was named **Customer Required** and it has keept the same behavior.
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