Difference between revisions of "New manager"

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''New manager page: [https://cloud.protemos.com/user/create https://cloud.protemos.com/user/create]''
 
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There are two ways to add new managers:
 
 
1. Press the '''Settings''' menu on the top panel, then '''Managers''' and then click '''New manager''':
 
 
[[File:M1.png|border|900px]]
 
 
2. Or you may go to Managers list and press the '''"New manager"''' button:
 
 
[[File:New manager button.png|border|900px]]
 
 
In both cases, you will be redirected to the '''New manager''' page.
 
 
Create here as many managers as you need for your projects and enter the basic data for every manager:
 
 
*Manager group: for more info on managers groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.
 
 
''You may always check access rights for your managers right from this page by clicking the '''Manager groups and access rights''' link: [[File:Managers access rights link.png|border|400px]]''
 
 
*First name & Last name.
 
 
*Gender.
 
 
*Email & Phone & Skype.
 
 
 
[[File:M2.png|border|900px]]
 
 
Confirm it with '''"Save"''' or revoke it with the '''"Cancel"''' button, and the system will send an invitation email to your manager for completing account creation.
 
 
You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.
 
 
<span style="color:red">'''Note''': </span>Your manager will not be able to log into the system if you unmark the '''"Can log in"''' checkbox.
 
 
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<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
 
 
''New manager page: [https://cloud.protemos.com/manager/create cloud.protemos.com/manager/create]''
 
''New manager page: [https://cloud.protemos.com/manager/create cloud.protemos.com/manager/create]''
 
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Revision as of 08:39, 16 August 2022

New manager page: cloud.protemos.com/manager/create


To add a new manager, go to Settings → Access control → Managers:

Settings - access control - managers.png

Сlick the "New manager" button on the Managers page:

New manager button.png

Create here as many managers as you need for your projects and enter the basic data for every manager:

  • Manager's role: for more info on manager roles and access rights, please see the Access rights page.

You may always check access rights for your managers right from this page by clicking the Manager roles and access rights link:

Managers access rights link.png

  • Assign a client pool to the manager if you need to limit their access to some client profiles and other client-related info (for more info, please check the Client pools page)
  • First name & Last name.
  • Gender.
  • Email, Phone, and Skype.
  • Time zone

New manager.png

Confirm it with "Submit" or revoke it with the "Cancel" button, and the system will send an invitation email to your manager for completing account creation.

You may leave the "Can log in " checkbox unmarked and send the invitation later.

Note: Your manager will not be able to log into the system if you unmark the "Can log in" checkbox.