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en:new_user [2021/12/16 14:12] 195.189.234.36 |
en:new_user [2022/05/29 12:27] simon |
> **2.** Click on the "+" icon and select the required action: | > **2.** Click on the "+" icon and select the required action: |
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> * **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"** button, and 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's 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.** More functions are available in the settings of a specific company. Click on the edit icon on the right, then click on the **"+"/"basket"** button: | > **3.** More functions are available in the settings of a specific company. Click on the edit icon on the right, then 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|}} |
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> * **Mute company**: deactivate the company. This action can be canceled if necessary, to do this go to the **"Muted"** tab and click on the icon to the right of the company name: | > * **Mute company**: Deactivate the company. This action can be canceled if necessary, to 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**: list of companies, for which the client didn't confirm the connection for his part to the Prep center. You can send a notification to the client from here if necessary. | > * **Pending connections**: List of companies, for which the client didn't confirm the connection for his part to the Prep center. You can send a notification to the client from here if necessary. |