The contact details for internal resources (staff) features the capability to attach a signature image, and an email signature. This information can then be used when generating and transmitting documents and emails from UniPhi.
The Document Signature is a scanned image of a written signature that is uploaded into UniPhi, which can then be selected when “signing off” a document. The output document has the embedded signature attached, which saves the time and effort of printing a document, signing it, and then scanning it back as a soft copy format.
Attaching an email signature works the same way that most email programs (e.g. Outlook) allow you to attach a predefined email signature. Again, this is a time saving feature as all of your outbound emails from UniPhi will appear with your customised signature information, which may include contact details, and your company logo.
The following sub navigation views may be useful in managing internal staff access to UniPhi:
Authorised Roles
The Authorised Roles sub navigation provides a list of available roles that can be assigned to a user. If any of these is checked, the user will be limited to those roles on a project. If none are checked, then the role allocation is only limited according to the user’s license.
Projects Sub navigation for Internal Staff
The Projects sub navigation provides a number of options for managing an internal user’s access to UniPhi projects.
Select projects from the list displayed and two additional buttons will appear, Remove and Replace.
The Replace option provides two drop down lists, one to select the resource replacing the user and the other to select the role that you will place the new user into on the selected projects. Press Replace again to complete the task. In the example above, Eva Chang will be replaced by Chris Martin as Project Manager on the Crown Plaza Tower Project. This is useful to replace staff going on leave or when project roles change.
The Replace option provides two drop down lists to select the resource replacing the user and the role that you will place the new user into on the select projects. Select Replace again to complete the task. In the example above, Eva Chang will be replaced by Chris Martin as Project Manager on the Crown Plaza Tower Project. This is useful to replace staff going on leave or when project roles change.
The third option is to bulk edit the project and role allocations of the user. Select this and a list of all available projects and roles will display. If this list is too long, you can apply portfolio filters to it. Select the roles and the projects the user needs to be assigned to and select save. You can also deselect them form any existing roles to remove them from the project.
This option is designed to quickly add and remove a user to a project or multiple projects.
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