Add Laptop User

Add Laptop User

The OneEnterprise platform enables you to determine whether your contact operates in an offline or online capacity. If you prefer that the user functions offline, you may initiate the offline process to facilitate their ability to work without an internet connection.


Step 1 - Start Add Laptop User's Wizard 

  1. An Add Laptop button on the Business Partner home screen is provided 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 will appear titled Introduction. 
  2. The screen provides an overview of the Add Laptop User wizard, helping 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, and click again to return 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. On the top right corner, you will find the Completed drop-down, which lists all the 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, which displays the wizard's progress status. 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, which will help you understand the overall flow.
      1. A toggle button labeled "Show every time" is located at the bottom-right corner of the screen. Disabling the toggle button will not show you the Introduction screen whenever you initiate the add system wizard. However, if you decide to enable the toggle button, you will be able to see the Introduction screen every time you start the add system wizard. This means that the Introduction screen will be skipped if you have disabled the "Show every time" button.




Step 3 - Select Contact(s)

On this screen, you must select the contacts with whom you want to work 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 process of working online for the selected users.
  2. Once the process is completed successfully, a confirmation message will be displayed on the screen.
  3. Once the confirmation is shown on the screen, click on the Close button to close the screen.
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