PCP Super User Patricia Setup PCP User Name

Patricia Setup • PCP User = Name Record • Natural Person • E-Mail Address

Name Setup • PCP Details tab on Name Record – Login ID – PCP

Name Setup – Case Access • Connections tab on Name Record – Connect other

PCP Setup - Roles • Roles define almost every setup done in PCP •

PCP Setup - Roles • Recommended to setup Default User Association role to automatically

PCP Setup - Pages • Pages is where you place portlets • Pages are

PCP Setup - Portlets • Portlets are divided into two groups – Admin and

PCP Setup - Portlets • Portlets are added to pages using either drag-and-drop or

PCP Setup – Portlets • Information regarding all the portlets are available in the

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PCP Super User

Patricia Setup • PCP User = Name Record • Natural Person • E-Mail Address necessary – Should not be the same as the e-mail address of another PCP Name Record

Name Setup • PCP Details tab on Name Record – Login ID – PCP Login Password – Valid From/To Dates • Can be used to control when the login can be used – Active in All Countries • Can be setup using the Limited Country Access – Type of Access • Should be set to PCP for logging purposes

Name Setup – Case Access • Connections tab on Name Record – Connect other Name Record, which is present on cases, as Parent Connection – Edit entry to specify which Name Type the connected name is set on the cases – (Optional) Configure specific Case Type. – Check the “Access to PCP” box

PCP Setup - Roles • Roles define almost every setup done in PCP • Users has to be assigned to a role in order to login • Setup is done from Liferay Admin Control Panel

PCP Setup - Roles • Recommended to setup Default User Association role to automatically assign new users to a role • Preferably one role per user to avoid misconfiguration • Roles can be created to suit your needs

PCP Setup - Pages • Pages is where you place portlets • Pages are by default only accessible to the creator • Provide page access using role setup • The only permission needed to assign is the View • If a user has view access to the page, they by default has access to anything on the page

PCP Setup - Portlets • Portlets are divided into two groups – Admin and User • Admin portlets control the way that the User portlets behave – Labels – Controls – Access • There is not a one-to-one correspondence between User portlets and Admin portlets

PCP Setup - Portlets • Portlets are added to pages using either drag-and-drop or Add button – Add button will always place portlet at the top of the page – Drag-and-drop allows you to place the portlet at a suitable location on the page – Using drag-and-drop, portlets can be arranged once they are placed on a page

PCP Setup – Portlets • Information regarding all the portlets are available in the PCP User Manual found on the Patrix Website Thank you!