Administration Functionality That Relates To The Life Cycle

This article covers:

Life Cycle Access

Access to the Life Cycle menu item is maintained in each user's user group access rights. This can be set up by hovering over the Administration Menu and then clicking on the User Groups menu. From the User Group List page click on the applicable User Group. From the User Group Edit page, access can be defined to allow for Edit and View access. We suggest that only PPO Administrators have access to Edit the life cycle.


Setting the Life Cycle startup page

The default Life Cycle startup page for an instance is set within System Configuration. This is the first page a user sees when they click on the Life Cycle menu item. To set the start-up page, hover over the Administration menu item and then click on System Configuration.

The Life Cycle startup SVG file setting can be found under Technical Settings and shows a drop down list of all the .SVG files uploaded to PPO. Select the applicable .SVG page as the start up page and then click on the Submit button.


Life Cycle per user group

If a different Life Cycle is required for a user group, the Life Cycle start up page can be set per user group from the User Group Edit page. If this setting is left "blank" as in the screenshot below, the default startup page as set in under System Configuration will be used. 


If an applicable startup SVG page is selected for the user group, as in the screenshot below, the user group will see the selected life cycle startup SVG page, once they click on the Life Cycle menu and will not have access to the default life cycle startup SVG page.


Example below:


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Article is closed for comments.
Start a 30 Day Free TrialClick ClickNo Credit Card and No Obligation
Powered by Zendesk