Authorise the Profit Communication Center

You authorise functions for administrative purposes, the access to dossier item types and the use of analyses.

Contents

  • Authorise management
  • Authorise InSite pages
  • Authorise dossier items
  • Authorise analyses
Authorise management

In the environment, you authorise the parts listed below that you use in combination with the Profit Communication Center.

Authorisation of the CLE (for a local installation only)

  • Access to General / Environment / Central environment / Properties, PCC settings tab.

To authorise PCC administrators:

  1. Open the environment that you want to use in combination with the PCC. If you have multiple environments, you perform the below steps per environment.
  2. Go to: General / Management / Authorisation tool.
  3. Go to the tab: Group maintenance.
  4. Select the user group with application administrators.
  5. Go to the tab: Menu.
  6. Select the check box for the menu options to be authorised:
    •  General / Management / App connector
  7. Go to the tab: Authorisation.
  8. Go to: General / Management / App connector
  9. Authorise the tabs:
    • General
    • User tokens

To authorise users:

You authorise the users who are allowed to install the PCC and link it to an environment. These steps are only required if users download the PCC using Profit Windows.

  1. Go to the tab: Group maintenance.
  2. Select a user group, for example the Everybody group.
  3. Go to the tab: Menu.
  4. Select the check box for the menu options to be authorised:
    •  General / User / Communication Center / Save installation
    • General / User / Communication Center / Save settings

To record the e-mail address per user:

The administrator must record an e-mail address per user. This step is required technically in order to use the app connectors. This step has been dropped as from Update 2016.2.04. For a local installation, you must have also installed the combined patch for the PCC.

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: User maintenance.
  3. Open the properties of the user.
  4. Go to the tab: General.
  5. Enter the e-mail address.

Authorise InSite pages

By default, all InSite users have access to the Communication Center InSite page. This is the page where users can download the Setup file, display the My files view and perform analyses. If this is the desired situation, you do not have to perform the steps below.

As of Update 2016.2.06, you can authorise the entire Communication Center page. Two functionalities are available:

  • Profit Communication Center (klant)

    This has the default login level Access for users logged in. This provides all users access to the Communication Center page after switching to Update 6. If that is not what you want, you can delete this functionality and link the default Profit Communication Center functionality to the appropriate roles.

  • Profit Communication Center

    Default functionality based on roles.

You can also authorise the following overviews separately on the Communication Center page:

  • My analyses to be started
  • My files (available in AFAS Online only)

To authorise the PCC:

Method 1: template environment

Use this solution if your environment is based on the template environment. In this case you do not use the standard functionality, but the functionality that is built into the template.

  1. Go to: General / In & OutSite / Configuration / Functionality.
  2. If not all users should have access to the Communication Center page, delete the Profit Communication Center (klant) functionality.
  3. Open the view: Functionaliteit o.b.v. rollen.
  4. Open the functionality to which you want to add the authorisation, for example Rol: Iedereen (all users) or Rol: Medewerker.
  5. Go to the tab: Pages.
  6. Add the following pages if you want to provide the users with access:
    • Profit Communication Center (page)
    • My analyses to be started (overview)
    • My files (overview, available in AFAS Online only)

Method 2: authorisation via roles

  1. Go to: General / In & OutSite / Configuration / Authorisation role.
  2. Open an authorisation role, for example InSite employee.
  3. Add the functionalities to be authorised to the role.
    • Profit Communication Center (this also includes the My files and My analyses to be started overviews).
    • My files. You can authorise this overview separately, which may be necessary if you want to make the overview available using a menu option/page other than Communication Center.

Authorise dossier items

If you submit a Microsoft-Office document using the Profit Communication Center, a dossier item is automatically created.

For this purpose, you need to configure the dossier item type, the site and the authorisation.

See also:

  • Checks if the dossier item type is not available for the Profit Communication Center
Authorise analyses

The Profit Communication Center (PCC) provides access to analyses. In this case, definition authorisation applies.

If you start using the PCC without recording the definition authorisation, all users with access to InSite also have access to all analyses. Therefore, first record the definition authorisation.

See also:

  • Authorise definitions

Directly to

  1. Profit Communication Center installation procedure for an administrator
  2. Firewall settings for Profit Communication Center (proxy in combination with AFAS Online)
  3. Authorise functionality
  4. Unblock the app connector
  5. Record the InSite main site
  6. Manage tokens