People & Companies of JC Project

PEOPLE

 

Person form

The Person Create/Edit view allows users to create/modify a person's first and last name, username, email address, Joomla! password, company (if your Access Permissions allow), and access role (if your Access Permissions allow). You can also upload an image for the person, remove the current image, and add or remove assignees.

To upload a new image for the person, simply click the Upload link under the image on the right. A modal window will pop up where you can browse for the image to use. Once you find the image, click the Save button on the top right of the modal and your image will be applied to the person. You should see the change right away. If you want to remove the image, simply click the Remove link below the image. Person List

Each person in JC Project belongs to a company and his account is integrated seamlessly with the standard Joomla! user system. Access roles give you full control over what each person can see and do within the system. Your project information will remain secure regardless of a person's Joomla! user level.

The Person List view displays all of the people that you have access to view. The people are grouped by company in alphabetical order. If your Access Role allows you to create people, you will see New and Edit buttons at the top of the list. To quickly edit a person, select the checkbox to the left of their name and click the Edit button. If your Access Role allows you to delete people, you will see a Delete button next to the Edit and New buttons.

 

Person Specific

The person overview displays details about a user as well as an optional profile picture. JC Project people can keep their contact information up to date and upload a picture of their choosing. Allow a person to manage their own company, by simply assigning them an access role with Company Only and Create level for companies.

 

COMPANIES

 

Company list

 The company list view allows a user to view a list of all the companies that he or she has access to. You can see the address, telephone numbers, and homepage for the company as well as a company image if it has been set. Clicking the name of the company will take you to the 'Company Overview' page for that company. If your Access Role allows you to create, edit, or delete companies then you will see New, Edit, and Delete buttons, respectively, on the list view as well. See the picture below.

 

Company form

The Company Create/Edit view allows users to create a company or make changes to it. You can also upload an image for the company, remove the current image, and add or remove assignees.

To upload a new image for the company, simply click the Upload link under the image on the right. A modal window will pop up where you can browse for the image to use. Once you find the image, click the Save button on the top right of the modal and your image will be applied to the company. You should see the change right away. If you want to remove the image, simply click the Remove link below the image.

If your Access Role allows you to assign users, you will see a Manage button to the right of Assignees on the company form. Clicking this button will pop up the Assign Users modal window.

 

Company overview

The company overview displays all of the details about a company as well as a list of people in the company. Please note that you will only be able to see people in the company that your Access Role allows.

If your Access Role allows you to create or delete companies then you will see a drop-down list named Options. Mousing over the list will reveal the Edit Company and Delete Company links. If your Access Role allows you to create people, you will also see a New User link on the Options drop-down menu. Clicking the New User link will take you to the person form where you can add a new person to the company.

If the Security Level on your Access Role is higher than the Security Level on a person's Access Role then you will see their role as a drop-down list. You can change their role by selecting a new value in the list.

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