Difference between revisions of "New manager"

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''User creation page: [http://cloud.protemos.com/user/add/ https://cloud.protemos.com/user/add]''
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__FORCETOC__
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''New manager page: [https://cloud.protemos.com/manager/create cloud.protemos.com/manager/create]''
 
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Press the "'''New user'''" button and you will be redirected to the "'''New user'''" page.
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==='''How to invite manager'''===
  
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Create here as many users as you need for your projects and enter for every user basic data:
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To add a new manager, go to '''Settings → Access control → Managers''':
  
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- User group — Administrator, Project manager, Account Manager for more info on users groups and permissions, please see <U>[[User groups|"'''User groups'''"]]</U> page.
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[[File:Settings - access control - managers.png|border|300px]]
  
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- First name & Last name
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Сlick the '''"New manager"''' button on the '''Managers''' page:
  
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- Gender
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[[File:New manager button.png|border|900px]]
  
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- Email & Phone & Skype
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Create here as many managers as you need for your projects and enter the basic data for every manager:
  
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- Time zone
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*Manager's role: for more info on manager roles and access rights, please see the '''<U>[[Access rights]]</U>''' page.  
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[[File:new user page n.jpg|border|640px]]
 
  
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Enable (tap to toggle) user if you want to see it in the drop-down list when updating project details (for example, creating a new project).
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''You may always check access rights for your managers right from this page by clicking the '''Manager roles and access rights''' link:
  
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Confirm it with “'''Save'''” or revoke it with the “'''Cancel'''” button.
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[[File:Managers access rights link.png|border|500px]]
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Disable user – unmark the checkbox “'''Enabled'''” (user will not appear in the drop-down list when updating project details).  
 
  
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Confirm it with “'''Save'''” or revoke it with the “'''Cancel'''” button.
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*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 <U>[[Client pools|'''Client pools''']]</U> page)
  
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After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
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*First name & Last name.
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*Gender.
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*Email, Phone, and Skype.
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*Time zone
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[[File:New manager.png|border|900px]]
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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.
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You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.
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<span style="color:orange">'''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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==='''How to accept invitation as manager'''===
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If your colleagues create a manager account for you, you will receive an invitation email:
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[[File:Invitation email for manager.1.png|border|700px]]
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Accept the invitation by clicking the link in the received email. The following page will appear:
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[[File:Complete registration (manager).png|border|1070px]]
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Fill in your username and password, read and accept the Privacy policy and Terms of service, and click “Submit”.
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You will receive an email notification on successful registration and will be logged in to your manager account:
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[[File:Registration is complete (manager).png|border|500px]]

Latest revision as of 16:03, 31 October 2022

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

How to invite manager

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.

How to accept invitation as manager

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

Invitation email for manager.1.png

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

Complete registration (manager).png

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:

Registration is complete (manager).png

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