User Limit-To Profiles

By assigning User Limit-To Profiles (ULTs), you can control, or limit, who has access to specific customers. These Limit-To's can be set by:

• Sales Channels

• Account Types

• Markets

  A limit-to restricts access to customers in a customer search and any drop-down lists.

Adding/Editing/Deleting

To add a new User Limit-to Profile:

1. Open Admin Console and access Security > Profiles.

2. Double-click User Limit To Profiles. This displays the User Limit To Profiles window.

   

3. Right-click in the left pane and select New. This displays the New Profile window.

   

4. Enter a Name for the profile and enter a Description if you choose.

5. Use the following Limit-To Profiles table to help you set up a new profile or edit an existing one.

   Name	Assign a name to the profile	required
   Description	Provide a description if you choose	optional
   Sales Channel	Select a specific Sales Channel from the selector box OR Select the check box for Use Sales Channel Associated with User	optional If none is selected, the user Limit-To profile will not limit the user by any sales channel. Note The Sales Channel table must be completed in order to limit by Sales Channel (Applications > Customer Management > Sales Channels).
   Account Types	Select none, or one or more Account Types.	If no Account Types are specified, the user is able to view all account types in search results and drop-downs. If at least one Account Type is specified, searches and drop-downs using the user Limit-To profile will filter results based on the user's profile.
   Markets	Select none, or one or more Markets.	If no Markets are specified, the associated user will be able to view all markets in search results and drop-downs. If at least one Market is specified, searches and drop-downs using the user Limit-To profile will filter results based on the user's profile.

1. Click Save and Close to continue.

   If you try to close this window without saving changes, a confirmation window alerts you that your changes will not be saved.

   Notes:

   Accounts must meet ALL User Limit-To properties for the user to be able to view the account. For example, if the profile has the account type of "Test_Account_Type" selected and the Market "Test" selected (and nothing else), the user can view only Test accounts in the Test Market.

   Selecting all Account Types and all Markets is the same as selecting none.

   There is a parameter in Config Console that allows a user who is performing a POS Front Office transaction (make sale, sales requests, tender payment, equipment swap) to search and select a customer to sell to -- regardless of any configured ULT. This override was designed to allow the acceptance of a bill payment from a customer -- even though the user cannot access the customer information from the IDI platform. (wireless only)

   To Edit a User Limit-to Profile:

1. Left-click the profile name in the left pane of the User Limit-to Profile window.

2. Make your edits, referring to the the above User Limit-To Profiles table.

3. Click Save then Close.

   To Delete a Limit-to Profile:

   • Right-click in the profile list area and select Delete.

     Note

     A profile cannot be deleted if it is assigned to a user.

Interpreting a Limit to Profile

Here is the Profiles tab for a user who is assigned to the "Test" User Limit-to Profile.

The "Test" ULT limits access to Lifeline Account Types and the IDI Telecom Market.

• There are no Sales Channel limits on this ULT, so all Lifeline IDI Telecom accounts can be viewed, regardless of their Sales Channel.

• A customer search by this user will NOT display any customers with a Lifeline account type nor any customers in the Excelsior Communications Market.

• The drop-down list on the Customer Search window will only display IDI Telecom.