Differences

This shows you the differences between two versions of the page.

--- client_setup [2021/04/22 00:48] – [Branches] lucy
+++ client_setup [2021/09/07 12:30] (current) – [Branches] lucysecurity
@@ Line 5: / Line 5: @@
 {{ 16.jpg?direct&600 }}
-New clients can be created under "clients". In LUCY v. 2.5 and higher this is created under settings/clients.\\
+New clients can be created under "clients". In LUCY web interface this is created under settings/clients.\\
 {{ 17.jpg?direct&600 }}
@@ Line 16: / Line 16: @@
 **Client-specific reports**: view all client-related reports
-{{ client-reports.png?600 }}
+{{:client-reports.png?600|}}
 **Client-specific campaigns**: view all client-related campaigns
-{{ client-campaigns.png?600 }}
+{{:client-campaigns.png?600|}}
 ===== Branches =====
@@ Line 29: / Line 29: @@
 Every client can have multiple branches which are defined inside the client record in the **Branches** tab. Simply type in the name of the new branch into the accordant fields and click **Create**.
 {{ create_branch.png?600 }}
-Any piece of confidential data stored in Lucy can be associated with Branches: recipient groups, campaigns, templates and reports. For example, proceed under **Settings -> Recipients** and access any recipient group. On the **Edit Group** tab choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+Any piece of confidential data stored in Lucy can be associated with Branches: recipient groups, campaigns, templates and reports. Also,
+For example, proceed under **Settings -> Recipients** and access any recipient group. On the **Edit Group** tab choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
 {{ recipients_branch.png?600 }}
+Now the recipient group is associated with the branch chosen and will be only available to Users from the same branch.
+In order to associate a template with a client, choose the template under **Settings -> Templates**  and click **Edit**. Then choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+{{:template_branch.png?600|}}
+Finally, in order to make use of the Branches, an Administrative User should be created under **Settings -> Administrative Users -> +New User**. Fill in the details and choose **User** from the **Role** drop-down and choose **Client** and **Branch** in accordant drop-downs. Hit **Save**.
+{{:user_branch.png?550|}}
+Now that User will see only data associated with attributed branches and campaigns created by this User will be automatically associated with one of the branches available for him/her.