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Introduction

The Manage Regions module allows an admin user to manage the regions for CAM. This view defines the levels of region. the lowest level of region is Region Level 1, above it is Region Level 2..and so on.

Features/Components

Manage Regions Module has the following components: –

  • Region Level 1
  • Region Level 2
  • Region Level 3
  • Region Visualization

1.2 Region Level1

Region Level1
How
  1. Add a new Region Level 1 :
    • On the left navigation, click on Manage Regions>Region Level 1.
    • Click on Add New button.
    • Enter the Regions Name in the textbox. (Mandatory)
    • Click on the Submit button.
    • Parent region for a Region Level 1 will not be assigned unless the admin user sets Region Level 2. When any level 1 region will be assigned to any level 2 region, the parent region will be visible for that particular level 1 region.

      • Note: One level 1 region can not have multiple parent regions (Level 2 region) but one parent region (Level 2 region) can have multiple level 1 regions assigned.

  2. Edit a Region Level 1 :
    • On the left navigation, click on Manage Regions>Region Level 1.
    • On the left navigation, click on Manage Regions>Region Level 1.
    • On the left navigation, click on Manage Regions>Region Level 1.
    • Click on the Update button.
  3. Delete a Region Level 1 :
    • On the left navigation, click on Manage Regions>Region Level 1.
    • Click on the Delete button in the Action column.
  4. Search a level 1 region by entering the region name in the search box.

1.3 Region Level2

Region Level2
How
  1. Add a new Region Level 2 :
    • On the left navigation, click on Manage Regions>Region Level 2.
    • Click on Add New button.
    • Enter the Regions Name in the textbox. (Mandatory)
    • Assign Region (mandatory) to Region Level 2. Here, the user needs to assign level 1 regions to level 2 regions.
    • User can assign multiple level 1 regions to level 2 region, but those regions should not be assigned to any level 2 region already.
    • Click on the View Assigned Regions link to view the level 1 regions that are assigned to that particular level 2 region.
    • Click on the Submit button.
    • Parent region for a Region Level 2 will not be assigned unless the admin user sets Region Level 3. When any level 2 region will be assigned to any level 3 region, the parent region will be visible for that particular level 2 region.

      • Note: One level 2 region can not have multiple parent region (Level 3 region) but one parent region (Level 3 region) can have multiple level 2 regions assigned.

  2. Edit a Region Level 2 :
    • On the left navigation, click on Manage Regions>Region Level 2.
    • Click on the Edit button in the Action Column.
    • Edit the Region name if wanted.
    • Edit the assigned regions if wanted.
    • Click on the Update button.
  3. Delete a Region Level 2 :
    • On the left navigation, click on Manage Regions>Region Level 2.
    • Click on the Delete button in the Action column.
  4. Search a level 2 region by entering the region name in the search box.

1.4 Region Level3

Region Level3
How
  1. Add a new Region Level 3 :
    • On the left navigation, click on Manage Regions>Region Level 3.
    • Click on Add New button.
    • Enter the Regions Name in the textbox. (Mandatory)
    • Assign Region Level 2 (mandatory) to Region Level 3. Here, the user needs to assign level 2 regions to level 3 region.
    • User can assign multiple level 2 regions to level 3 region, but those regions should not be assigned to any level 3 region already.
    • Click on the View Assigned Regions link to view the level 2 regions that are assigned to that particular level 3 region.
    • Click on the Submit button.

      • Note: Any Level 3 region can have multiple level 2 regions assigned or any level 3 region can be the parent region of multiple level 2 regions.

  2. Edit a Region Level 3 :
    • On the left navigation, click on Manage Regions>Region Level 3.
    • Click on the Edit button in the Action Column.
    • Edit the Region name if wanted.
    • Edit the assigned regions if wanted.
    • Click on the Update button.
  3. Delete a Region Level 3 :
    • On the left navigation, click on Manage Regions>Region Level 3.
    • Click on the Delete button in the Action column.
  4. Search a level 3 region by entering the region name in the search box.

1.5 Region Visualization (Page)

Region Visualization
What

Region Visualization Page gives access to admin user to view the Partner,assigned CAM to partner and the detailed regions assignments. Admin user can set the level of regions. Admin user can disallow the Partners access to a particular Director or CAM Director.

1.5(a) Region Visualization (Tab)

Region Visualization
What

Here, the admin user can view the assigned CAMs for all the active partners on a single pane of glass.
How
  • On the left navigation, go to Manage Regions>Region Visualization.
  • Select the Region Visualization tab.
  • Partner Name(ID) column shows the list of all the active partners. Only the active partners will be visible in this column.
  • Assign Channel Manager dropdown- Click on the dropdown for assigning the Channel Manager for the corresponding partner.
  • Assign Secondary Channel Director(s) dropdown-Click on the dropdown for selecting the single or multiple Secondary Channel Director(s) for a partner.
  • Region Level 1 Channel Director(s)- Click on the dropdown to view the Region Level 1 Channel Director(s) for the partner.
  • Region Level 2 Channel Director(s)- Click on the dropdown to view the Region Level 2 Channel Director(s) for the partner.
  • Region Level 3 Channel Director(s)- Click on the dropdown to view the Region Level 3 Channel Director(s) for the partner.
  • Search a partner by entering the partner name or partner id in the search bar and clicking on the Search button.
  • Click on the Save button.

1.5(b) Set # of Region Levels

Set # of Region Levels
How
  • On the left navigation, go to Manage Regions>Region Visualization.
  • Select Set # of Region Levels tab.
  • User can set the level of regions.
  • Select the radio button for Region Level to which the admin user wants to set the regional levels.
  • If the admin user selects Region Level 1 and saves it, then only Region Level 1 will be visible in Manage Regions dropdown (on the left navigation).
  • If the admin user selects Region Level 2 and saves it, then both Region Level 1 and Region Level 2 will be visible in Manage Regions dropdown (on the left navigation).
  • If the admin user selects Region Level 3 and saves it, then all the regions levels will be visible in Manage Regions dropdown (on the left navigation).

1.5(c) Partner Access Exclusion

Partner Access Exclusion
What

Admin user can include/exclude partner to view in CAM dashboard when role is Director or CAM and Director

How
  • On the left navigation, go to Manage Regions>Region Visualization.
  • Select the Partner Access Exclusion tab.
  • Select the Director or CAM Director from the dropdown for which the admin user wants to disallow/allow the partners.
  • Left or right one are allowed to display in CAM dashboard and which are disallowedClick on the Save button.
  • To allow the partners, select partners from the disallowed table(right table) and move them to the left table, and click on the Save button.
  • For searching a partner for Director or CAM Director, select Director or CAM Director from the dropdown, enter the partner name in the search bar and click on the search button.

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