Download HDAccess User Manual - HDAccess: Web
Transcript
HDAccess User’s Manual 3 Contents 1 Overview ............................................................................................................. 4 2 Logging into HDAccess ........................................................................................ 5 2.1 Logging in as a Customer .............................................................................. 5 2.1.1 Customer Registration and Validation ................................................... 6 2.1.1.1 Validating Customers to use HDAccess ..................................... 7 2.1.1.2 Customer Registration ........................................................... 8 2.2 Logging in as an Administrator ..................................................................... 12 3 Customizing HDAccess for your Organization and your Customers ................... 14 3.1 System Options .......................................................................................... 14 3.1.1 Email Configuration .......................................................................... 16 3.1.2 General Tab .................................................................................... 18 3.1.3 Logo Settings Tab ............................................................................ 22 3.1.4 Issue Activity Settings Tab ................................................................ 24 3.1.5 Report Settings Tab ......................................................................... 27 4 Defining Layouts ............................................................................................... 31 4.1 Defining a New Layout ................................................................................ 32 4.1.1 Adding Fields to a Layout .................................................................. 33 4.1.2 Sequencing Fields ............................................................................ 34 4.1.3 Assigning HDAccess Layouts to Companies ......................................... 35 5 Viewing Issues .................................................................................................. 36 5.1 The View Issue Window ............................................................................... 38 5.1.1 Editing Issues .................................................................................. 39 5.1.2 Submitting Issues ............................................................................ 41 6 The Knowledge Base ......................................................................................... 43 ScriptLogic Corporation Rev05012009