Telus TPM Documentation
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Contract Visibility Grouping
The Contract Visibility Grouping is broken out into two screens:
The Contract Visibility Grouping Definition Admin is where the Groupings are defined and organized into a contract visibility grouping hierarchy.
The Contract Visibility Grouping Association Admin is where the Users will be added to the previously defined Visibility Groupings.
Contract Visibility Grouping Definition Admin
This is where the contract visibility groups are defined. To add a new row, click Add and enter in the Grouping Description, Grouping CD, and set Active/Inactive indicator.
On the right hand side you then build out the Contract Visibility Grouping Hierarchy. To move a Grouping from the grid to the hierarchy, just left click and drag the grouping to the hierarchy section.
Don't forget to click Save after making changes.
Contract Visibility Grouping Association Admin
To add Users, Companies and Company Groupings to the Visibility Groupings previously defined, navigate to the Contract Visibility Grouping Association Admin screen. The grid displays 3 tabs: Account, Company, and Company Grouping.
The first column on each grid indicates if the row (user, company or company grouping) is a member of a visibility grouping. If false, the row is not yet assigned to a group. If true, the row is assigned to a group - select a row and the visibility grouping hierarchy on the right will display where that row is in the hierarchy.
To add a User, Company, or Company Grouping to the visibility grouping hierarchy, select a row and drag it to the appropriate place in the hierarchy. Each entity in the hierarchy is represented by the icon displayed on the tab so there is a distinction between users, companies and company groupings. More than one record can be added to the hierarchy at once
