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 [Collapse]Guides for PANTHEON Web
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  [Expand]Getting started PANTHEON Web
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[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Collapse]Getting started
    Using PANTHEON Granules at Tecta, a fictional company
   [Collapse]PANTHEON Granules and activation
     From activating PANTHEON Granules to first use (process)
     Requirements for using PANTHEON Granules
    [Collapse]Ordering PANTHEON Granules
      Activating PANTHEON Granules
      Assigning PANTHEON Granules to users
      Authorizations for PANTHEON Granules
     First use of PANTHEON Granules
    PANTHEON Granules - FAQ
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

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Assigning PANTHEON Granules to users

After a successful activation of PANTHEON Granules, the person responsible (usually administrator) can assign PANTHEON Granules to individual users. Only as many PANTHEON Granules as have been activated can be assigned to users.

A PANTHEON Granule is linked to a named user (name and surname), which means that they need to be individually linked to a specific employee in your company.

WARNING
  • Granules are being  assigned to users in PANTHEON starting from version 10.0.38.00.                              For PANTHEON users who have not yet upgraded to version 10.0.38.00, assign Granules through Usersite. The table for assignment will appear on the same page as the Granule activation. The table will only be displayed if the user does not have any PANTHEON license on version 10.0.38.00.

PANTHEON Granules are additional services that can be accessed if your company has already been using one of the PANTHEON licenses.

 

Case summary

The company Tecta Ltd. wants to enable its employee Wallace Wholesale to use some of the functionalities of PANTHEON Web. Because they are looking for a solution that is easy to use and cost-effective, they choose to use PANTHEON Granules. After the activation of PANTHEON Granules, the person responsible assigns them to the user, i.e. Tecta's employee. This is done as follows:

  1. Overview of available  Granules
  2. Assigning Granules to users

1. Overview of available  Granules

In PANTHEON he opens Settings | Program | Administration panel | Versions/Upgrades | Installation and selects tab Granules.

This opens table with PANTHEON users and checkboxes for assigning Granules.

HINT
  • The display of Granules in the table is dynamic, which means that it only shows the columns for the Granules that we have ordered.
  • In Header we can filter Granules users list by Group of users, User activity or By Granules.

Available PANTHEON Granules that can be assigned to users are listed next to the Granules name (e.g. Travel Orders (2/8), which means that two of the eight available Granules are currently assigned).​

HINT

The number of activated Granules (e.g. 3) is linked to the PANTHEON license holder and means that they can only assign 3 granules for 3 users from any database. This means that the number of available Granules does not apply only to the current database, but to all databases together.

In this case, the person responsible can assign e.g the following Granules:

2 B2B Orders Granule  (1 used / 3 activated) 

5 Granule Dashboard  (0 used / 5 activated)

6 Travel orders Granule (2 used /8 activated)

HINT

In case you want to assign more Granules that are available IRIS window appears: Exceeded number of granules purchased.

To order/activate additional Granules select  button on Header.

 

He continues to assigning the PANTHEON Granules.

2. Assigning Granules to users

PANTHEON Granules are assigned to users by checking the checkboxes in the table.

Wallace Wholesale will use the Dashboard Granule and Personnel Granule.

The person responsible clicks trelevant Granules checkboxes in his row,
Data is refreshed  by pressing arrow key down or with mouse click.

IMPORTATNT

When assigning Granules B2B Orders, Travel Orders, Documents and Tasks and Warehouse Inventory you select also documents or archives to be used in Granula for each user. 

 

In Granula field you select  button.

 

In new window Search By you choose one or more the desired documents/archives in field Selected and click OK.

When at least one document/achive is selected the Granula is assigned to user.

Selected Granules Dashboard and Personnel are allocated to the user Wallace Wholesale.

HINT
  • If a PANTHEON Granule has already been assigned to user A and you want to assign it to user B, you first need to unassign it from user A and then assign it to user B.  If we take the Granula away for the user Permissions returns to the state before the assigning of the Granula.
  • To refresh number of ordered Granules you select  button in Header.

 

IMPORTATNT
  • With assigned Granules users also gets all the necessary Permissions for the Granula usage. If we assign the Granule to the existing user, for example a manager, who has higher permissions, he will also have more rights in the Granules. Granule therefore does not overwrite higher permissions with lower ones. Before activation of Granules we recommend to define authorizations in PANTHEON by selecting Settings | Program | Administration panel | Users and groups | Users and choose user. In tab Security | General set a permissions settings as desired or to None and click Save button.
  • If you want to assign a Granula to a user from another database, you must log in to another database and repeat the process.

PANTHEON Granules are now assigned to their respective user.

Continue the next chapter First use of PANTHEON Grnaules.

 

 

 

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