{"id":4614,"date":"2024-11-23T04:58:38","date_gmt":"2024-11-23T04:58:38","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4847183574045\/"},"modified":"2026-06-02T10:56:02","modified_gmt":"2026-06-02T10:56:02","password":"","slug":"4847183574045","status":"publish","type":"docs","link":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/4847183574045\/","title":{"rendered":"Vend\u00e9gk\u00f6nyv men\u00fcponthoz val\u00f3 Felhaszn\u00e1l\u00f3i jogosults\u00e1g be\u00e1ll\u00edt\u00e1sa"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">A <\/span><strong><a href=\"https:\/\/alteg.io\/support\/support\/en\/knowledge-base\/categories\/working-with-client-database\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Vend\u00e9gk\u00f6nyv<\/a><\/strong> <span style=\"font-weight: 400;\"><\/span>r\u00e9sz megjelen\u00edti az \u00f6sszes olyan <strong>\u00fcgyf\u00e9l inform\u00e1ci\u00f3it, aki valaha megl\u00e1togatta a c\u00e9get.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A hozz\u00e1f\u00e9r\u00e9si be\u00e1ll\u00edt\u00e1sok magukban foglalj\u00e1k az<strong> adatok megtekint\u00e9s\u00e9re \u00e9s az \u00fcgyfelek t\u00f6rl\u00e9s\u00e9re vonatkoz\u00f3 jogosults\u00e1gok megad\u00e1s\u00e1t\/visszavon\u00e1s\u00e1t, valamint a megjegyz\u00e9sek l\u00e9trehoz\u00e1s\u00e1t, megtekint\u00e9s\u00e9t \u00e9s szerkeszt\u00e9s\u00e9t.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">P\u00e9ld\u00e1ul egy recepci\u00f3s lehet, hogy nem l\u00e1tja a telefonsz\u00e1mokat az \u00fcgyf\u00e9llist\u00e1n vagy az \u00fcgyf\u00e9lprofilban, nem tud \u00fcgyfeleket t\u00f6r\u00f6lni vagy az list\u00e1t Excelbe export\u00e1lni, de hozz\u00e1adhat \u00e9s megtekinthet megjegyz\u00e9seket, mik\u00f6zben nem szerkesztheti vagy t\u00f6r\u00f6lheti azokat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Itt olyan jogosults\u00e1got is be\u00e1ll\u00edthatsz, amellyel egy munkat\u00e1rs csak azokat az \u00fcgyfeleket l\u00e1tja, akik kifejezetten n\u00e1la j\u00e1rtak l\u00e1togat\u00e1son.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Be\u00e1ll\u00edt\u00e1s<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>L\u00e9pj a <strong>Munkat\u00e1rsak <\/strong>> <strong>Munkat\u00e1rsak list\u00e1ja <\/strong>(Adminisztr\u00e1ci\u00f3s m\u00f3d) men\u00fcpontba, v\u00e1laszd ki a k\u00edv\u00e1nt munkat\u00e1rsat, \u00e9s nyisd meg a <strong>Felhaszn\u00e1l\u00f3i jogosults\u00e1gok<\/strong> f\u00fclet.<\/li>\n\n\n\n<li>Keresd meg a sz\u00fcks\u00e9ges jogosults\u00e1gi r\u00e9szt, \u00e9s enged\u00e9lyezd a kapcsol\u00f3val, majd kattints a <strong>Vend\u00e9gk\u00f6nyv <\/strong>r\u00e9sz nev\u00e9re, \u00e9s kapcsold be azokat a konkr\u00e9t jogosults\u00e1gokat, amelyeket meg szeretn\u00e9l adni a munkat\u00e1rsnak.<\/li>\n\n\n\n<li>A m\u00f3dos\u00edt\u00e1sok ment\u00e9s\u00e9hez kattints a <strong>Ment\u00e9s<\/strong> gombra a jobb als\u00f3 sarokban.<br><br><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a28aedf374c3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a28aedf374c3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-1024x575.png\" alt=\"\" class=\"wp-image-323743\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-1024x575.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-300x169.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-768x431.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-1536x863.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-2048x1151.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-360x202.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-22-at-13.24.41-1568x881.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">B\u0151vebben a jogosults\u00e1gr\u00f3l<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Telefonsz\u00e1m \u00e9s email c\u00edm megjelen\u00edt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Enged\u00e9lyezd ezt az opci\u00f3t, hogy a munkat\u00e1rs l\u00e1thassa az \u00fcgyfelek telefonsz\u00e1mait \u00e9s e-mail c\u00edmeit az <strong>\u00dcgyfelek > Vend\u00e9gk\u00f6nyv <\/strong>men\u00fcpontban.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Telefonsz\u00e1m \u00e9s email c\u00edm megjelen\u00edt\u00e9se az \u00fcgyf\u00e9l adatlapj\u00e1n<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Enged\u00e9lyezd ezt a jogosults\u00e1got, hogy a munkat\u00e1rsak l\u00e1thass\u00e1k az \u00fcgyf\u00e9l telefonsz\u00e1m\u00e1t \u00e9s e-mail c\u00edm\u00e9t az \u00fcgyf\u00e9lprofilon bel\u00fcl.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>\u00dcgyf\u00e9l vezet\u00e9k- \u00e9s ut\u00f3nev\u00e9nek megjelen\u00edt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Ha a <strong>Vezet\u00e9kn\u00e9v <\/strong>\u00e9s az <strong>Ut\u00f3n\u00e9v <\/strong>mez\u0151k enged\u00e9lyezve vannak a Digit\u00e1lis napt\u00e1r be\u00e1ll\u00edt\u00e1saiban, enged\u00e9lyezd ezt az opci\u00f3t, hogy a munkat\u00e1rs teljes eg\u00e9sz\u00e9ben l\u00e1ssa \u0151ket.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ha a jogosults\u00e1got nem enged\u00e9lyezed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a k\u00f6z\u00e9ps\u0151 n\u00e9v rejtve marad,<\/li>\n\n\n\n<li>a vezet\u00e9kn\u00e9v r\u00f6vid\u00edtett form\u00e1ban jelenik meg (pl. Elvira A.).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ez a jogosults\u00e1g befoly\u00e1solja az \u00fcgyf\u00e9l vezet\u00e9knev\u00e9nek \u00e9s k\u00f6z\u00e9ps\u0151 nev\u00e9nek megjelen\u00edt\u00e9s\u00e9t az \u00f6sszes Altegio r\u00e9szben, nem csak az \u00fcgyf\u00e9ladatb\u00e1zisban.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00dcgyf\u00e9l vezet\u00e9k- \u00e9s ut\u00f3nev\u00e9nek szerkeszt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra az \u00fcgyf\u00e9l vezet\u00e9knev\u00e9nek \u00e9s k\u00f6z\u00e9ps\u0151 nev\u00e9nek megtekint\u00e9s\u00e9t, hozz\u00e1ad\u00e1s\u00e1t \u00e9s szerkeszt\u00e9s\u00e9t. Az \u00f6sszes Altegio r\u00e9szben m\u0171k\u00f6dik.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Fontos<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A napt\u00e1rban tal\u00e1lhat\u00f3 bejegyz\u00e9s lapon alap\u00e9rtelmez\u00e9s szerint csak a keresztn\u00e9v \u00e9s a vezet\u00e9kn\u00e9v els\u0151 bet\u0171je jelenik meg \u2014 a hozz\u00e1f\u00e9r\u00e9si be\u00e1ll\u00edt\u00e1sokt\u00f3l f\u00fcggetlen\u00fcl.<\/p>\n<\/blockquote>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>\u00dcgyf\u00e9l adatainak szerkeszt\u00e9se az adatlapon<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi szinte minden \u00fcgyf\u00e9ladat szerkeszt\u00e9s\u00e9t. Kiv\u00e9telek: <strong>Megjegyz\u00e9s <\/strong>\u2014 ezeket k\u00fcl\u00f6n jogosults\u00e1gok szab\u00e1lyozz\u00e1k.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A telefonsz\u00e1m \u00e9s az e-mail c\u00edm szerkeszt\u00e9s\u00e9hez a munkat\u00e1rsnak sz\u00fcks\u00e9ge van a <strong>Telefonsz\u00e1m \u00e9s e-mail c\u00edm megjelen\u00edt\u00e9se az \u00fcgyf\u00e9lprofilban<\/strong> jogosults\u00e1gra is.<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>H\u0171s\u00e9gprogram megjelen\u00edt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hozz\u00e1f\u00e9r\u00e9st biztos\u00edt az \u00fcgyf\u00e9lprofil <strong>H\u0171s\u00e9gprogram<\/strong> f\u00fcl\u00e9hez. A munkat\u00e1rs l\u00e1thatja a h\u0171s\u00e9gk\u00e1rty\u00e1kra, prom\u00f3ci\u00f3kra, b\u00e9rletekre \u00e9s aj\u00e1nd\u00e9kk\u00e1rty\u00e1kra vonatkoz\u00f3 adatokat. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ezen adatok m\u00f3dos\u00edt\u00e1s\u00e1hoz tov\u00e1bbi jogosults\u00e1gokat is konfigur\u00e1lnod kell a H\u0171s\u00e9gprogram r\u00e9szben.<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li><strong>Megjegyz\u00e9sek megtekint\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra az \u00fcgyf\u00e9lprofilban l\u00e9v\u0151 megjegyz\u00e9sek megtekint\u00e9s\u00e9t, a szerkeszt\u00e9s lehet\u0151s\u00e9ge n\u00e9lk\u00fcl.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Megjegyz\u00e9sek szerkeszt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a megjegyz\u00e9sek szerkeszt\u00e9s\u00e9t<\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li><strong>\u00dcgyfelek t\u00f6rl\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra, hogy b\u00e1rmely \u00fcgyfelet t\u00f6r\u00f6lj\u00f6n a vend\u00e9gk\u00f6nyvb\u0151l.<\/p>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li><strong>Vend\u00e9gk\u00f6nyv let\u00f6lt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a teljes vend\u00e9gk\u00f6nyv Excelbe t\u00f6rt\u00e9n\u0151 export\u00e1l\u00e1s\u00e1t. Az export\u00e1l\u00e1si hozz\u00e1f\u00e9r\u00e9s korl\u00e1toz\u00e1s\u00e1hoz egyszer\u0171en ne enged\u00e9lyezd ezt a jogosults\u00e1got.<\/p>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li><strong>Megjegyz\u00e9sek megtekint\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra a megjegyz\u00e9sek megtekint\u00e9s\u00e9t az \u00fcgyf\u00e9lprofilban, azok szerkeszt\u00e9s\u00e9nek lehet\u0151s\u00e9ge n\u00e9lk\u00fcl.<\/p>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li><strong>\u00daj megjegyz\u00e9s<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi \u00faj megjegyz\u00e9sek hozz\u00e1ad\u00e1s\u00e1t az \u00fcgyf\u00e9lprofilban. Ahhoz, hogy a munkat\u00e1rs a megl\u00e9v\u0151 megjegyz\u00e9seket is l\u00e1ssa, enged\u00e9lyezned kell a <strong>Megjegyz\u00e9sek megtekint\u00e9se<\/strong> opci\u00f3t.<\/p>\n\n\n\n<ol start=\"11\" class=\"wp-block-list\">\n<li><strong>Saj\u00e1t megjegyz\u00e9sek t\u00f6rl\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra, hogy csak a saj\u00e1t megjegyz\u00e9seit t\u00f6r\u00f6lje az \u00fcgyf\u00e9lprofilban. Ehhez szint\u00e9n sz\u00fcks\u00e9ges a <strong>Megjegyz\u00e9sek megtekint\u00e9se<\/strong> jog; ellenkez\u0151 esetben a megjegyz\u00e9sek nem lesznek el\u00e9rhet\u0151k.<\/p>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li><strong>M\u00e1sok megjegyz\u00e9s\u00e9nek t\u00f6rl\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a t\u00f6bbi munkat\u00e1rs \u00e1ltal hagyott megjegyz\u00e9sek t\u00f6rl\u00e9s\u00e9t. Az el\u0151z\u0151 ponthoz hasonl\u00f3an ehhez is sz\u00fcks\u00e9ges a <strong>Megjegyz\u00e9sek megtekint\u00e9se<\/strong> jog.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a28aedf397cb&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a28aedf397cb\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"458\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-1024x458.png\" alt=\"\" class=\"wp-image-212533\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-1024x458.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-300x134.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-768x344.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-1536x688.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-2048x917.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-360x161.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-16-at-10.53.09-1568x702.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"13\" class=\"wp-block-list\">\n<li><strong>F\u00e1jl megtekint\u00e9se \u00e9s let\u00f6lt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hozz\u00e1f\u00e9r\u00e9st biztos\u00edt a f\u00e1jlok megtekint\u00e9s\u00e9hez \u00e9s let\u00f6lt\u00e9s\u00e9hez az \u00fcgyf\u00e9lprofil <strong>F\u00e1jlok<\/strong> f\u00fcl\u00e9n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>F\u00e1jlok felt\u00f6lt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi \u00faj f\u00e1jlok felt\u00f6lt\u00e9s\u00e9t az \u00fcgyf\u00e9lprofilba.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>F\u00e1jlok t\u00f6rl\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi az \u00fcgyf\u00e9lprofilhoz csatolt f\u00e1jlok t\u00f6rl\u00e9s\u00e9t.<\/p>\n\n\n\n<ol start=\"14\" class=\"wp-block-list\">\n<li><strong>Kieg\u00e9sz\u00edt\u0151 mez\u0151k<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra az \u00fcgyf\u00e9lprofilban l\u00e9trehozott egyedi mez\u0151k megtekint\u00e9s\u00e9t. Ezek a mez\u0151k a h\u00e1l\u00f3zati fel\u00fcleten vagy a helysz\u00edn online id\u0151pontfoglal\u00e1si be\u00e1ll\u00edt\u00e1saiban adhat\u00f3k hozz\u00e1.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00dcgyf\u00e9l egyedi mez\u0151inek szerkeszt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi az \u00fcgyf\u00e9lprofilban tal\u00e1lhat\u00f3 egyedi mez\u0151k kit\u00f6lt\u00e9s\u00e9t \u00e9s szerkeszt\u00e9s\u00e9t.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00dcgyfelek megjelen\u00edt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meghat\u00e1rozza, hogy a munkat\u00e1rs mely \u00fcgyfeleket fogja l\u00e1tni az \u00fcgyf\u00e9ladatb\u00e1zisban: a helysz\u00edn \u00f6sszes \u00fcgyfel\u00e9t, vagy csak azokat, akik kifejezetten enn\u00e9l a munkat\u00e1rsn\u00e1l j\u00e1rtak.<\/p>\n\n\n\n<ol start=\"15\" class=\"wp-block-list\">\n<li><strong>L\u00e1togat\u00e1si el\u0151zm\u00e9nyek megtekint\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Hozz\u00e1f\u00e9r\u00e9st biztos\u00edt a <strong>L\u00e1togat\u00e1si el\u0151zm\u00e9nye<\/strong>k f\u00fclh\u00f6z, ahol a munkat\u00e1rs megtekintheti az \u00fcgyf\u00e9l \u00f6sszes l\u00e1togat\u00e1s\u00e1nak list\u00e1j\u00e1t. Egy konkr\u00e9t id\u0151pont megnyit\u00e1s\u00e1hoz a munkat\u00e1rsnak hozz\u00e1f\u00e9r\u00e9ssel kell rendelkeznie a Digit\u00e1lis napt\u00e1rhoz \u00e9s a foglal\u00e1si ablakhoz is.<\/p>\n\n\n\n<ol start=\"16\" class=\"wp-block-list\">\n<li><strong>Sz\u00e1ml\u00e1k<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sz\u00e1ml\u00e1k megtekint\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi az \u00fcgyf\u00e9l szem\u00e9lyes sz\u00e1ml\u00e1inak megtekint\u00e9s\u00e9t az <strong>\u00dcgyf\u00e9lsz\u00e1ml\u00e1k<\/strong> f\u00fcl\u00f6n, de tranzakci\u00f3s el\u0151zm\u00e9nyekhez val\u00f3 hozz\u00e1f\u00e9r\u00e9s, valamint a sz\u00e1ml\u00e1k megnyit\u00e1s\u00e1nak vagy felt\u00f6lt\u00e9s\u00e9nek lehet\u0151s\u00e9ge n\u00e9lk\u00fcl.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sz\u00e1mla nyit\u00e1sa<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi \u00faj szem\u00e9lyes sz\u00e1ml\u00e1k l\u00e9trehoz\u00e1s\u00e1t az \u00fcgyf\u00e9l sz\u00e1m\u00e1ra, de azok felt\u00f6lt\u00e9s\u00e9nek lehet\u0151s\u00e9ge n\u00e9lk\u00fcl.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sz\u00e1mla felt\u00f6lt\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a megl\u00e9v\u0151 sz\u00e1ml\u00e1k felt\u00f6lt\u00e9s\u00e9t. Ez a jogosults\u00e1g \u00f6nmag\u00e1ban azonban nem elegend\u0151 \u2014 a felt\u00f6lt\u00e9shez fizet\u00e9si\/p\u00e9nz\u00fcgyi tranzakci\u00f3s jogosults\u00e1gok is sz\u00fcks\u00e9gesek: <strong>Bejegyz\u00e9si ablak > Fizet\u00e9s feldolgoz\u00e1sa<\/strong>, vagy <strong>P\u00e9nz\u00fcgyek > P\u00e9nzforgalom > Tranzakci\u00f3k l\u00e9trehoz\u00e1sa<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sz\u00e1mla tranzakci\u00f3s el\u0151zm\u00e9nyeinek megtekint\u00e9se<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi az \u00fcgyf\u00e9l szem\u00e9lyes sz\u00e1ml\u00e1ira vonatkoz\u00f3 p\u00e9nzmozg\u00e1sok el\u0151zm\u00e9nyeinek megtekint\u00e9s\u00e9t.<\/p>\n\n\n\n<ol start=\"17\" class=\"wp-block-list\">\n<li><strong>H\u0171s\u00e9gprogramok szerkeszt\u00e9se<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Lehet\u0151v\u00e9 teszi a munkat\u00e1rs sz\u00e1m\u00e1ra a h\u0171s\u00e9gprogramok konfigur\u00e1l\u00e1s\u00e1t helysz\u00edni szinten az <strong>\u00dcgyfelek > H\u0171s\u00e9gprogram<\/strong> men\u00fcpontban.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a28aedf3abf5&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a28aedf3abf5\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"762\" height=\"838\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.32.25-1.png\" alt=\"\" class=\"wp-image-272368\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.32.25-1.png 762w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.32.25-1-273x300.png 273w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.32.25-1-360x396.png 360w\" sizes=\"auto, (max-width: 762px) 100vw, 762px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Vend\u00e9gk\u00f6nyv r\u00e9sz megjelen\u00edti az \u00f6sszes olyan \u00fcgyf\u00e9l inform\u00e1ci\u00f3it, aki valaha megl\u00e1togatta a c\u00e9get. A hozz\u00e1f\u00e9r\u00e9si be\u00e1ll\u00edt\u00e1sok magukban foglalj\u00e1k az adatok megtekint\u00e9s\u00e9re \u00e9s az \u00fcgyfelek t\u00f6rl\u00e9s\u00e9re vonatkoz\u00f3 jogosults\u00e1gok megad\u00e1s\u00e1t\/visszavon\u00e1s\u00e1t, valamint a megjegyz\u00e9sek l\u00e9trehoz\u00e1s\u00e1t, megtekint\u00e9s\u00e9t \u00e9s szerkeszt\u00e9s\u00e9t. P\u00e9ld\u00e1ul egy recepci\u00f3s lehet, hogy nem l\u00e1tja a telefonsz\u00e1mokat az \u00fcgyf\u00e9llist\u00e1n vagy az \u00fcgyf\u00e9lprofilban, nem tud \u00fcgyfeleket t\u00f6r\u00f6lni vagy [&hellip;]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[413],"doc_tag":[1405,1777,1777,1375,1510],"class_list":["post-4614","docs","type-docs","status-publish","hentry","doc_category-hozzaferesi-jogosultsagok","doc_tag-adminisztrator-recepcios-hu","doc_tag-husegprogram-torzsvasarloi-program-hu","doc_tag-szakember-hu","doc_tag-ugyfel-hu"],"aioseo_notices":[],"year_month":"2026-06","word_count":1415,"total_views":"98","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"andrei.k@alteg.io","author_nicename":"andrei-kalteg-io","author_url":"https:\/\/alteg.io\/hu\/author\/andrei-kalteg-io\/"},"doc_category_info":[{"term_name":"Hozz\u00e1f\u00e9r\u00e9si jogosults\u00e1gok","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/categories\/hozzaferesi-jogosultsagok\/"}],"doc_tag_info":[{"term_name":"Adminisztr\u00e1tor \/ recepci\u00f3s","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/docs-tag\/adminisztrator-recepcios-hu\/"},{"term_name":"H\u0171s\u00e9gprogram (t\u00f6rzsv\u00e1s\u00e1rl\u00f3i program)","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/docs-tag\/husegprogram-torzsvasarloi-program-hu\/"},{"term_name":"H\u0171s\u00e9gprogram (t\u00f6rzsv\u00e1s\u00e1rl\u00f3i program)","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/docs-tag\/husegprogram-torzsvasarloi-program-hu\/"},{"term_name":"Szakember","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/docs-tag\/szakember-hu\/"},{"term_name":"\u00dcgyf\u00e9l","term_url":"https:\/\/alteg.io\/hu\/support\/knowledge-base\/docs-tag\/ugyfel-hu\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/docs\/4614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/comments?post=4614"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/docs\/4614\/revisions"}],"predecessor-version":[{"id":337846,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/docs\/4614\/revisions\/337846"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/media?parent=4614"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/doc_category?post=4614"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/hu\/support\/wp-json\/wp\/v2\/doc_tag?post=4614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}