CustomerAccountGroup

This document is used to define a customer account group. It is a subset of the CustomerProject document. A customer account group is used to allocate a lump sum of credit to a group of customers. The project manager of the account group can distribute the credit over the members of the account group.

Sample document

CustomerAccountGroup.png

NameDescription
NameName of this document.
DescriptionDescription of this document. Speaks for itself.
ContextPathWith this option the site can be personalized for the customer. ContextPath is the extension completing the web address for the customer. E.g. http://aa.bb.cc/Customername, where ''Customername'' is the context path.
HomePageThe first page the user (not the project manager) sees after logging in.
LoginRequired If checked the user is required to log in. One of the fields that determines how to log on to the assessment website. Most of the time this will be the case, though it is possible by not checking this field to create a website that can be visited by anonymous users.
LoginForm A questionnaire to use as the login screen. Default the Bellshape Assessment Manager uses a basic, grey login screen. The login form provides the opportunity to create a dedicated login screen.
IgnoreCookies When IgnoreCookies is checked no cookies will be set or read.
When cookies are set, amongst other information, the user's Id is placed in the cookie. In that case, even when a login is not required, the Bellshape Assessment Manager will 'know' the user has visited the site before.
UsersFromOtherProjects When this field is checked it is allowed that a user known in another project, also paticipates in this project.
Language Either automatic (derived from local system setup) or one of the languages: English, Dutch, French, German, or local. Local is a special label to be used when one wants the use a different language, e.g. Italian or Polish)
ProjectAdministrator The project administrator is the User who manages the Bellshape assessment site. I.e. he or she can add or remove users, produce reports and so on. Depending on settings of different parameters some actions are allowed or disallowed. Each assessment project can have one or more project administrators. More project administrators may be added.
ProjectAdminStyle To choose from different modes of displaying the information in the management screen. Actions to be performed can be displayed as buttons, as links, a combinations of both, or one can have a customized visual. Automatic implies the setting of the CustomerProjectManager document is used.
Mediator Determines which style sheet (XSLT sheet) to use when displaying the indicated documents. More mediators can be added so different documents can use different style sheets.