Difference between revisions of "Update manager"

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To update manager data click the necessary manager name on the "'''Managers'''" page:
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__FORCETOC__
  
[[File:Click manager name to update.png|1100px]]
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===General information===
  
It will bring you to the "'''Manager details'''" page.
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To update manager details, click the necessary manager's name on the '''Managers''' page:
  
Here you can change permission levels, update general manager information, resend the invitation to the manager or delete the manager:
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[[File:Update manager.png|border|1000px]]
  
[[File:Manager action buttons.png|border|1100px]]
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It will bring you to the '''Manager details''' page.
  
<span style="color:red"> '''Note'''</span>: The "'''Resend invitation'''" button is visible only if a manager hasn't accepted the invitation yet.
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Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:
  
Press "'''Update'''" to fill in or renew all basic information about the manager:
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[[File:Manager action buttons.png|border|1000px]]
  
[[File:Manager can log in.png|border|600px]]
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<span style="color:orange"> '''Note''': </span>The '''"Resend invitation"''' button is only visible if your manager hasn't accepted the invitation yet.
  
After you fill in the boxes press the '''"Update"''' button to save changes.  
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Click '''"Update"''' to fill in or renew all basic information about the manager:
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[[File:Update manager details+.png|border|1000px]]
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After you fill in the boxes, click the '''"Update"''' button to save changes.
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===Disable ability to log in===
  
 
'''"Can log in"''' allows you to see registered managers in the drop-down list when, for example, updating project details or creating a new project:
 
'''"Can log in"''' allows you to see registered managers in the drop-down list when, for example, updating project details or creating a new project:
  
[[File:Manager can log in.png|border|600px]] [[File:Manager is in brop-down.png|border|400px]]
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[[File:Update manager details+.png|border|1000px]] [[File:Manager is in brop-down.png|border|489px]]
  
 
Just unmark the checkbox, and the manager will not appear in your drop-down list:
 
Just unmark the checkbox, and the manager will not appear in your drop-down list:
  
[[File:Manager can't log in.png|border|600px]] [[File:Manager is not in drop-down.png|border|392px]]  
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[[File:Manager cannot login+.png|border|1000px]] [[File:Manager is not in drop-down.png|border|489px]]  
 
 
<span style="color:red"> '''Note''': your manager will not be able to log into the system if you disable "Can login" button.</span>
 
 
 
Press the "'''Resend invitation'''" button to resend the invitation to the manager.
 
  
Press the "'''Delete'''" button to delete the manager.
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<span style="color:orange"> '''Note''': </span>Your manager will not be able to log into the system if you unmark '''"Can log in"''' checkbox.
  
<span style="color:red"> '''Note''': you can't delete the manager that binds with a particular project.</span>
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<span style="color:orange"> '''Note''': </span>You can't delete the manager that binds with a particular project, but you can forbid access to their accounts by unmarking the '''"Can log in"''' checkbox.

Latest revision as of 20:11, 17 May 2023


General information

To update manager details, click the necessary manager's name on the Managers page:

Update manager.png

It will bring you to the Manager details page.

Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:

Manager action buttons.png

Note: The "Resend invitation" button is only visible if your manager hasn't accepted the invitation yet.

Click "Update" to fill in or renew all basic information about the manager:

Update manager details+.png

After you fill in the boxes, click the "Update" button to save changes.

Disable ability to log in

"Can log in" allows you to see registered managers in the drop-down list when, for example, updating project details or creating a new project:

Update manager details+.png Manager is in brop-down.png

Just unmark the checkbox, and the manager will not appear in your drop-down list:

Manager cannot login+.png Manager is not in drop-down.png

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

Note: You can't delete the manager that binds with a particular project, but you can forbid access to their accounts by unmarking the "Can log in" checkbox.