Overview: As an account manager, you want to be able to manage business units in Mapal OS, so that you can have control over the individual settings for your different venues or branches within the system.
Start from: The Mapal OS Dashboard.
- Select the Configuration tool.
You will now have access to the Configuration Dashboard.
Users with access to view Business Units will have access to Business Units via the Menu and will be able to view the Business Units they are assigned to within their User profile.
Note: You may have limited access to some fields in the following menus. depending on how your data is managed by Mapal.
- Select Business Management > Business Units.
- Search for a specific Business Unit using the search function.
- Export the list of Business Units using the export function.
For more details, select directly one Business Unit:
Location & Contact
The Location & Contact details are visible for users if the user profile has maintain OR view access to Users.
Users
The users details in the Business Unit will be visible.
- Search for a specific user using the search icon.
- View each profile by selecting the 3 dots icon.
You will be redirected to the User's profile in Mapal OS.
Note: Users with no access to users will not be able to view the list of users.
Assign a user to a Business Unit
- Select Assign user(s)
- Use Search users to find the right record and then Assign.
- When you have found all the relevant users, select Done.
Category groups
Within Category groups, users with maintain access to Category Groups will be able to view and edit category groups.
Note: Users can amend Category groups by using the dropdown menus AND/OR add a new Category group by selecting the "+ Add category group" icon.
The Category groups will through to the Flow Management System as reporting levels and branches will be assigned their reporting fields.
- Users with view access to Category groups can only view Category groups.
- Users with no access to Category groups cannot view or edit Category groups.