Collection of Beautiful Slides
PCP Super User
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Patricia Setup
•
PCP User = Name Record
•
Natural Person
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E-Mail Address necessary
–
Should not be the same as the e-mail address of
another PCP Name Record
Name Setup
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PCP Details tab on Name Record
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Login ID
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PCP Login Password
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Valid From/To Dates
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Can be used to control when the login can be used
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Active in All Countries
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Can be setup using the Limited Country Access
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Type of Access
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Should be set to PCP for logging purposes
Name Setup – Case Access
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Connections tab on Name Record
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Connect other Name Record, which is present on
cases, as Parent Connection
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Edit entry to specify which Name Type the
connected name is set on the cases
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(Optional) Configure specific Case Type.
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Check the “Access to PCP” box
PCP Setup - Roles
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Roles define almost every setup done in PCP
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Users has to be assigned to a role in order to
login
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Setup is done from Liferay Admin Control
Panel
PCP Setup - Roles
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Recommended to setup Default User
Association role to automatically assign new
users to a role
•
Preferably one role per user to avoid
misconfiguration
•
Roles can be created to suit your needs
PCP Setup - Pages
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Pages is where you place
portlets
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Pages are by default only accessible to the
creator
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Provide page access using role setup
•
The only permission needed to assign is the
View
•
If a user has view access to the page, they by
default has access to anything on the page
PCP Setup - Portlets
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Portlets are divided into two groups – Admin
and User
•
Admin portlets control the way that the User
portlets behave
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Labels
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Controls
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Access
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There is not a one-to-one correspondence
between User portlets and Admin portlets
PCP Setup - Portlets
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Portlets are added to pages using either
drag-and-drop or Add button
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Add button will always place portlet at the top of
the page
–
Drag-and-drop allows you to place the portlet at
a suitable location on the page
–
Using drag-and-drop, portlets can be arranged
once they are placed on a page
PCP Setup – Portlets
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Information regarding all the portlets are
available in the PCP User Manual found on
the Patrix Website
Thank you!
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