no way to compare when less than two revisions

Differences

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


Previous revision
Next revision
—adding_a_person [2015-08-28 15:37] – [Dashboard widget quick add] natalia.martinez
Line 1: Line 1:
 +====== How to Add a User, Contact, or Company in Feng Office ======
  
 +When adding a person in Feng Office you are doing one of two things:
 +  - You are creating a new user (so that they can access the system)
 +  - Simply adding the contact information (for reference, e-mailing, etc)
 +
 +For every person in Feng Office you will at least have the contact information.
 +
 +====== Adding a user ======
 +
 +There currently are several ways in which you can create a new user in Feng Office:
 +  - Dashboard widget quick add
 +  - Settings Panel add
 +  - Contacts tab add
 +
 +==== Dashboard widget quick add ====
 +
 +When you log in to Feng Office, you will notice a Dashboard with several widgets. On your right, you may see one similar to the following:
 +
 +{{:users.png|}}
 +
 +In that widget you will be able to see some of the people who has last had activity in the project, client, folder or workspace you are at.
 +
 +You may also be able to create a new user as well by clicking on the "Add user" button at the end of the list. You will be redirected to the following screen:
 +
 +{{:users2.png|}}
 +
 +The following are the fields required to complete:
 +  * **First name**
 +  * **Last name**
 +  * **Email address**
 +  * **User type**: This value will be used to limit the [[Permissions|user permissions]] (i.e.: administrator)
 +
 +**More contact info**: In this tab you will be able to add more information about the new user, such as their birthday, their address and notes about him/her.
 +
 +**User data**: In this tab you will be able to specify the password and the username for the new user and/or send him an e-mail notification to the address entered so he/she can define the password.
 +
 +**Permissions**: In this tab you will be able to configure the user´s permissions beforehand. [[Permissions|Here]] you will find more information regarding permissions and how to set them.
 +
 +**Linked objects**: In this tab you will be able to link an object to the new added user (for example, a document or a contact)
 + 
 +After you fill in all the details, please click on the 'Add user' button. If you clicked on the "send e-mail notification" option on the User Data tab, an email will be sent to the email you input so that the person can set up his own password.
 +
 +
 +  * Note: After entering the user, if you did not do so at the moment, it is always recommended that you check the user permissions that the system assigned by default. You may want to add or remove access permissions to the new user.
 +
 +==== Settings Panel add ====
 +
 +You can add Feng Office users on the settings panel too.
 +
 +Here is how:
 +
 +1. [[:administration_panel#using_the_administration_panel|Go to the settings panel]].
 +
 +
 +2. Click on 'Users, Groups and Permissions', and then on 'Add user'
 +  
 +{{ :usersgroupsandpermissions.png?750|Click on "User" or "Add user"}}
 +
 +3. Enter the user's information (as explained in the previous section)
 +
 +{{ :users2.png?750|Enter user information}}
 +
 +  * Note: After entering the user, if you did not do so at the moment, it is always recommended that you check the user permissions that the system assigned by default. You may want to add or remove access permissions to the new user.
 +
 +==== Contacts Tab Add ====
 +To add a person on the Contact-list view, you have to:
 +
 + 1 - Go to the "Contacts" tab. 
 +
 + 2 - Click on the "New" button. Then, select "User".
 +
 +{{ :contacts.png?750}}
 +
 + 3 - Enter the new user´s information (as explained above)
 +
 + 4 - Save by clicking on the "Add user" button.
 +
 +  * Note: After entering the user, if you did not do so at the moment, it is always recommended that you check the user permissions that the system assigned by default. You may want to add or remove access permissions to the new user.
 +
 +
 +===== Providing access permissions to a person ======
 +
 +There are several ways to provide access permissions to a person.
 +
 +For a complete explanation of users access and system permissions, please [[:permissions|refer to this section]].
 +
 +===== Importing contacts through a .CSV file or a VCard file ======
 +
 +Feng Office allows you to upload your contacts through the CSV or VCard file importation as a much quicker and easier method of uploading. 
 +
 +In order to do so, first you must enable the **Contacts Module** (shown as **People** under tabs), which may come disabled by default. See the following link that explains module activation: [[modules_activation | How to Enable a Module]].
 +
 +Once it is enabled, you must do the following:
 +  - Access the Client, Project, Folder, Workspace, etc. where the contacts will be imported at
 +  - Access the **People** tab
 +  - Click on **Import/Export**, and select **Import**
 +  - Select **Persons**
 +  - Select whether you will be using a **CSV file** or a **VCard file** as shown below:
 +{{ contacts2.png?800 }}
 +
 +==== CSV Importation =====
 +
 +You must first choose the file you will be using to import the contacts from.\\
 +**Important Notes**
 +  - You should not disable the option that says "First row contains Field Names".
 +  - You may choose a different delimiter in case it is not a comma (Default).
 +
 +{{importcsv.png}}
 +
 +After selecting the files, please match the Feng Office fields (on your left) with the fields brought by the file chosen (on your right).
 +
 +{{importcsv2.png}}
 +
 +After doing this, simply click on **Import**.
 +
 +==== VCard Importation =====
 +
 +1. You must first select the .vcf file that you want to import: 
 +
 +{{ :vcardfile.png?800 }}
 +
 +2. Once the file is chosen, you will receive this notification: 
 +
 +{{ :vcardfile2.png?800 }}
 +
 +3. Now simply double-click on the Contacts Tab or click on the **Back** button, and your new added contact will appear like this: 
 +
 +{{  :vcardfile3.png?800 }}.\\
 +
 +4. Now finally click on your new added contact to see the detailed information or edit the contact from the action panel:  
 +
 +{{:vcardfile4.png?800}} {{:vcardfile5.png}}
 +====== Adding a company ======
 +Adding a 'Company' serves several purposes in Feng Office:
 +  - It allows you to input numerous contact information for the company
 +  - It allows you to group the people related on the same company
 +  - It allows you to quickly classify and access all information related to the company
 +
 +To add a company in Feng Office, you must do the following: 
 +
 +  -Select **View All** on the NavBar and Go to your **Contacts** Tab.
 +  -Click on the "+ New" Button. 
 +  -Select "Company"
 +
 +{{:newcompany.png?800|Add New Company}}
 +
 +
 +After doing this, enter the Company's information
 +
 +{{:newcompany2.png?800|Enter the Company information}}
 +
 +  * Make sure to enter all the contact information that you have for the company
 +  
 +Finally, click on the "Add Company" button.
 +
 +You will now see the company displayed in the navigation panel and in the dashboard as shown here: 
 +
 +{{:newcompany3.png?800|New company is displayed}}
 +
 +  * Note: In some installations, the first company that is added may not be displayed right away. This only happens with the first company that you add. Hitting 'refresh' on your browser fixes this issue.