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To navigate through Margento Processing System Administration user interface, use one of the following menu groups that are available throughout the interface:
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Main menu - a toolbar at the top of the screen with drop-down menus and submenus for navigating through the available functionality of the Margento Processing System Administration interface user interface |
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Shortcuts - a shortcut section on the left for instant access to some of the most important sections of the Margento Processing System Administration interface |
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Page History - a drop-drown menu with your recently visited pages in the Margento Processing System Administration interface will help you keep track of your activities and provide you with quick links to the pages you have recently visited. |
Margento Processing System Administration interface also offers a filtering tool you can use to display only the information you need. The filtering tool is positioned in the top right corner of each page and contains fields relevant to each specific page.
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To filter listed contents, fill out the relevant fields and click" Filter". The list will be refreshed and now show only contents that match your filter criteria. |
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To filter the list using other criteria, edit the field entries or fill in new fields and click "Filter". The list will be refreshed and now show only contents that match your new filter criteria. |
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To show all entries, clear the filled in fields and click "Filter". The list will be refreshed and all entries will be displayed. |
Example
If you would like the Users list to show only users associated with employer Company1, go to the filtering tool, and type in Company1 in the Employer field. As soon as you start typing, a list of available employers that match the entered letters will be displayed. You can either finish typing in the name of the employer or select the appropriate employer from the list. When you click the Filter button, the users list will be refreshed displaying only the users associated with employer Company1.
The Margento Processing System Administration interface provides two additional shortcut tools for quick access to pages in the interface:
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Page history A drop-down menu with the last 10 pages visited. To return to a recently visited page, select the page from the drop-down menu. |
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Shortcut box Certain pages in the Margento Processing System Administration interface contain a shortcut box for your convenience with predefined shortcuts which also enables you to add your own shortcuts to the pages you visit most often. |
To add a shortcut to the shortcut box:
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To add the current page, simply click the icon in the top right corner of the shortcut box. |
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To add a page of your choice to the shortcut box, open Users > Users list and click the Shortcut tab. Click the "Add shortcut" button to display a new row of input fields, enter your shortcut name, URL and order, and click the "Store" button. |
To remove a shortcut from the shortcut box:
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Open Users > Users list and click the Shortcut tab. A list of added custom shortcuts will be displayed. To remove a shortcut, click the "X" button on the right side of the shortcut input fields. |
To modify a shortcut in the shortcut box:
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Open Users > Users list and click the "Shortcut" tab. A list of added custom shortcuts will be displayed. To modify a shortcut, change the values in the input field for that shortcut and click the "Store" button. |
The bottom right corner of the each list provides you with options for customizing the displayed list:
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Click an appropriate number to display a certain amount of items. |
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Click the first (|<), previous (<), next (>) or last (>|) arrow to browse through the items. |
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Click "refresh" to reload the list, "all" to select all the displayed items or "none" to clear the selection. |
Tabbed boxes below lists provide easy navigation through related information about the selected items in the list.
Margento Processing System Administration tabbed boxes may display two sorts of tabs:
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Tabs containing input fields for creating new items or updating/deleting existing items. To display the contents of a tab, click the tab name. |
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Tabs containing lists. These tabs have an additional link on the right side of the tab name. If you click on the tab name, a list will be displayed in the tab. If you click on the ^ link, a new page will be displayed with a list of items and an additional tabbed box with input fields for creating new items or updating/deleting existing items. |
Email messages can be sent from Margento Processing System Administration to members of selected Company, Organizational unit, Group or selected User.
The Messages specifies:
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To: message recipients. Recipients depends on current module:
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Subject: subject of message |
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Text: text of message |
Margento Processing System Administration uses a fine-grained access control mechanism. Access rights can be assigned to Users or to Groups. Security settings of the selected user or group are configured for a specific company. Administrators may assign security settings that apply for ALL COMPANIES.
The Permissions from specifies:
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User/Group: selected user or group |
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Company: permissions can be set for domestic company or foreign company (invited users) |
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Permission info: selecting Access control entity, details are displayed |
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Access control list: list of all permissions |