Role and preference management #67

We shall now explore two interesting activities associated with the GAP, one being role management and the second one, preference management.

Each user may have one or several roles. To go from one to the other, we can use the key enabling us to access the role manager.

You can choose the desired role. Consequently, one can go from an administrative role to a selling role and vice-versa, or to any other role that was assigned to him based on the expertise, needs and authorization

Each user may have preferences when using the system.

The “Preferences” option allows users to select the metrics which best fit with their activities.

The user can configure the colors being displayed on the calendar for the day that has been selected or those that requires call back.

When opening his file, the “Display” option enables the user to define the default values should he see all the public files or should he is only accessing his private files.

Each GAP file is owned by one user. He can choose to make them public within his own organization. The display of public files can become a value by default or a selected value based on the user punctual needs.

One can also determine all the characters font and sizes he wants to use as a default value whenever he creating a document

Most popular fonts and sizes can be selected according to one’s preferences.

You can also choose the language you want to use, whether it is French or English.

Using the working directories’ tab, the user can also determine where temporary file can be exchanged for the import or export option.

For those using Allegroupe in local mode, it will then be important to properly configure those two directories to synchronize automatically file sharing with the Allegroupe stand alone model

The “Work Filter” tab will allow for defining the starting date of files to be displayed for the user whether it is a RFP managing mode, underwriting insurer or managing a contract.

To use this filter, it must be first activated. Then, select the conditions in which you want to limit your display of files.

The security tab enables the configuration of your password when accessing the GAP.

Finally, the user can define exactly how he wants his process optimal to be best optimized.