en:new_user

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en:new_user [2021/12/16 13:57]
195.189.234.36
en:new_user [2022/05/29 12:27] (current)
simon
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-FIXME **This page is not fully translated, yet. Please help complete the translation.**\\ //(remove this paragraph once the translation is finished)// 
- 
 ====== How to add a new client and connect it by ID ====== ====== How to add a new client and connect it by ID ======
  
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 > **2.** Click on the "+" icon and select the required action: > **2.** Click on the "+" icon and select the required action:
  
->   * **Add new company**: add a new, local company to the Prep center, as a result - a new ID will be assigned.+>   * **Add new company**: Add a new, local company to the Prep Center, as a result - a new ID will be assigned.
 >>> {{:ru:userprep4.png?direct&600|}} >>> {{:ru:userprep4.png?direct&600|}}
->   * **Connect prep client**: add an existing client to the Prep Center. Enter the client ID, click on the **"Check"** buttonand if a client with this ID is in the system - it will show its title. Click on the client title and the **"Save"** button then. After that, the client must confirm the connection to the Prep center from his account;+>   * **Connect prep client**: Add an existing client to the Prep Center. Enter the client ID, click on the **Check** button and if a client with this ID is in the system - it will be shown. Click on the client'title and the **Save** button. After that, the client must confirm the connection to the Prep Center from his account.
 >>> {{:ru:prerconn.png?direct&600|}} >>> {{:ru:prerconn.png?direct&600|}}
->   * **Create new prep client**: create a new client and connect him to the Prep center. Enter the name of the company and e-mail, to which a notification will to the client be sent (the checkbox must be active in the "Notify user by e-mail" field):+>   * **Create new prep client**: Create a new client and connect him to the Prep center. Enter the name of the company and an e-mail, to which a notification will be sent (the checkbox in the "Notify user by e-mail" field must be active):
 >>> {{:ru:userprep5.png?direct&600|}} >>> {{:ru:userprep5.png?direct&600|}}
->   **3.** Более расширенный функционал доступен в настройках конкретной компанииДля перехода на компанию нажмите на иконку редактирования справадалее нажмите на кнопку "+"/"корзина"+>   **3.** More functions are available in the settings of a specific companyClick on the edit icon on the rightthen click on the **+/basket** button:
 >> {{:ru:userprep6.png?direct&600|}} {{:ru:userprep2.png?direct&220|}} >> {{:ru:userprep6.png?direct&600|}} {{:ru:userprep2.png?direct&220|}}
  
-> * **Mute company**: деактивировать компаниюДанное действие при необходимости можно отменитьперейдя на вкладку "Muted" и нажав на иконку справа от названия компании:+> * **Mute company**: Deactivate the companyThis action can be canceled if necessaryto do this go to the **Muted** tab and click on the icon to the right of the company name:
 >>> {{:ru:userprep3.png?direct&600|}} >>> {{:ru:userprep3.png?direct&600|}}
->   * **Pending connections**: перечень компанийпо которым клиент со своей стороны не подтвердил подключение к Преп центруПри необходимости отсюда можно отправить уведомление клиенту.+>   * **Pending connections**: List of companiesfor which the client didn't confirm the connection for his part to the Prep centerYou can send a notification to the client from here if necessary.
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