Add Laptop User

Add Laptop User

Overview

The OneEnterprise platform enables you to determine whether your contact operates in an offline or online capacity. If you prefer that users work offline, you can initiate the offline process so they can continue working using their laptops.

Step 1 - Start the Add Laptop User Wizard

  1. An Add Laptop button is available on the Business Partner home screen in the Business Partner tile.
  2. To initiate the wizard, click the Add Laptop button in the Business Partner tile.

Step 2 - View Introduction Wizard

  1. Once the Add Laptop User wizard is initiated, a pop-up titled Introduction will appear. 
  2. The screen provides an overview of the Add Laptop User wizard to help you understand what's ahead.
  3. Before adding details to the wizard, please get familiar with some standard icons and their usage.
  4. The screen is divided into two segments:
    1. Information Area:
      1. You can find detailed instructions and information for each step in the information area.
      2. Reading these before filling in the details on the screen is recommended to ensure accuracy.
      3. Additionally, there's an icon to collapse the information bar, which maximizes the content's working area.
      4. Click the icon to collapse the bar, then click it again to restore it to normal.
    2. Content Area:
      1. The content area is where all actions must be performed on the screen.
      2. The screen title is located under Current Step in the top left corner. Currently, it displays an Introduction.
      3. In the top-right corner, you will find the Completed drop-down, which lists all completed steps. Since you haven't completed any steps, "0" is displayed. Completed steps will be added to the drop-down as you progress through the wizard. If you want to return to a previously completed step, select it from the drop-down.
      4. A Progress bar is placed below the screen title to display the wizard's progress. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/5.
      5. The wizard's process flow is displayed on the screen to help you understand the overall process.
      1. A toggle button labeled "Show every time" is located at the bottom-right corner of the screen. Disabling the toggle button will prevent the Introduction screen from appearing when you initiate the Add Laptop User wizard. However, if you enable the toggle button, you will see the Introduction screen every time you start the Add Laptop User wizard.
  5. Click on the Next Step button.


Step 3 - Select Contact(s)

On this screen, you must select the contacts you want to work with as laptop users. At least one contact must be chosen.
  1. A Search field is provided on the screen to find the required contact by name.
  2. The screen displays a list of your contacts. By selecting the respective band, you can select one or more contacts.
  3. The laptop user process will only be initiated for the selected contacts, and they will be highlighted.
  4. Click on the Cancel button to close the wizard.
  5. Click on the PREVIOUS STEP button to go back to the main screen.
  6. Click on the NEXT STEP button to continue.



Step 4 - Initiating Laptop

  1. Clicking the Next button on the Select Contact(s) screen initiates the online work process for the selected users.
  2. Once the process is completed successfully, a confirmation message will be displayed on the screen.
  3. Once the confirmation appears on the screen, click the Close button to close it.


  1. Upon clicking the Close button, the wizard will be closed, and the newly added user will be displayed on the screen.

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