Method and apparatus for role-based presentation of information
First Claim
Patent Images
1. A method comprising:
- determining by an apparatus one of a plurality of groups associated with a user, wherein grouping of the user is based on at least one criterion, wherein the at least one criterion includes a sale channel that specifies an internal sales representative and an external sales representative;
populating by the apparatus one presentation interface with sales related information based on the determined group,wherein the presentation interface displays;
a first section specifying sales assignment information,a second section specifying status of work queues corresponding to sales orders,a third section specifying a calendar including one or more viewing privileges of the user, anda fourth section specifying missed and queued communications, in connection with the calendar, wherein the communications include one or more missed calls, andwherein the status of work queues is defined according to on-hold, unassigned, in queue, assigned, pending, in-progress, or a combination thereof; and
restricting the user access to report information, workflow applications, and sales related information according to the at least one criterion and the one or more viewing privileges of the user,wherein access by the user to the one or more missed calls in connection with the calendar is restricted according to the internal sales representative or the external sales representative specified in the sale channel.
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Accused Products
Abstract
An approach is provided for utilizing role-based presentation interfaces. A role of a user among a plurality of roles is determined. The user is among a plurality of users that are grouped based on the roles. A presentation interface is populated with sales related information based on the determined role.
31 Citations
22 Claims
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1. A method comprising:
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determining by an apparatus one of a plurality of groups associated with a user, wherein grouping of the user is based on at least one criterion, wherein the at least one criterion includes a sale channel that specifies an internal sales representative and an external sales representative; populating by the apparatus one presentation interface with sales related information based on the determined group, wherein the presentation interface displays; a first section specifying sales assignment information, a second section specifying status of work queues corresponding to sales orders, a third section specifying a calendar including one or more viewing privileges of the user, and a fourth section specifying missed and queued communications, in connection with the calendar, wherein the communications include one or more missed calls, and wherein the status of work queues is defined according to on-hold, unassigned, in queue, assigned, pending, in-progress, or a combination thereof; and restricting the user access to report information, workflow applications, and sales related information according to the at least one criterion and the one or more viewing privileges of the user, wherein access by the user to the one or more missed calls in connection with the calendar is restricted according to the internal sales representative or the external sales representative specified in the sale channel. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. An apparatus comprising:
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a processor configured to determine one of a plurality of groups associated with a user, wherein grouping of the user is based on at least one criterion, wherein the at least one criterion includes a sale channel that specifies an internal sales representative and an external sales representative, and the processor is further configured to populate one presentation interface with sales related information based on the determined group and one or more viewing privileges of the user, wherein the presentation interface displays; a first section specifying sales assignment information, a second section specifying status of work queues corresponding to sales orders, a third section specifying a calendar including one or more viewing privileges of the user, and a fourth section specifying missed and queued communications, in connection with the calendar, wherein the communications include one or more missed calls, and wherein the status of work queues is defined according to on-hold, unassigned, in queue, assigned, pending, in-progress, or a combination thereof; and restricting the user access to report information, workflow applications, and sales related information according to the at least one criterion and the one or more viewing privileges of the user, wherein access by the user to the one or more missed calls in connection with the calendar is restricted according to the internal sales representative or the external sales representative specified in the sale channel. - View Dependent Claims (15, 16, 17, 18, 19)
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20. A non-transitory computer-readable storage medium carrying one or more instructions which, when executed by one or more processors, cause an apparatus to at least perform the following steps:
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determining one of a plurality of groups associated with a user, wherein grouping of the user is based on at least one criterion, wherein the at least one criterion includes a sale channel that specifies an internal sales representative and an external sales representative; populating by the apparatus one presentation interface with sales related information based on the determined group, wherein the presentation interface displays; a first section specifying sales assignment information, a second section specifying status of work queues corresponding to sales orders, a third section specifying a calendar including one or more viewing privileges of the user, and a fourth section specifying missed and queued communications, in connection with the calendar, wherein the communications include one or more missed calls, and wherein the status of work queues is defined according to on-hold, unassigned, in queue, assigned, pending, in-progress, or a combination thereof; and restricting the user access to report information, workflow applications, and sales related information according to the at least one criterion and the one or more viewing privileges of the user, wherein access by the user to the one or more missed calls in connection with the calendar is restricted according to the internal sales representative or the external sales representative specified in the sale channel. - View Dependent Claims (21, 22)
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Specification