Difference between revisions of "New manager"

Revision as of 16:01, 31 October 2022

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

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

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

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:

• 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

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.

How to accept invitation as manager

If your colleagues create a manager account for you, you will receive an invitation email:

Accept the invitation by clicking the link in the received email. The following page will appear:

Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.

You will receive an email notification on successful registration and will be logged in to your manager account: