Difference between revisions of "Update manager"

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To update manager details click the necessary manager name on the '''Managers''' page:
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__FORCETOC__
  
[[File:Click manager name to update.png|1000px]]
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===General information===
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To update manager details, click the necessary manager's name on the '''Managers''' page:
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[[File:Update manager.png|border|1000px]]
  
 
It will bring you to the '''Manager details''' page.
 
It will bring you to the '''Manager details''' 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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Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:
  
 
[[File:Manager action buttons.png|border|1000px]]
 
[[File:Manager action buttons.png|border|1000px]]
  
<span style="color:red"> '''Note''': </span>The "'''Resend invitation'''" button is only visible if a manager hasn't accepted the invitation yet.
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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.
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Click '''"Update"''' to fill in or renew all basic information about the manager:
  
Press "'''Update'''" to fill in or renew all basic information about the manager:
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[[File:Update manager details+.png|border|1000px]]
  
[[File:Manager can log in.png|border|600px]]
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After you fill in the boxes, click the '''"Update"''' button to save changes.
  
After you fill in the boxes press 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''': </span>Your manager will not be able to log into the system if you unmark "Can log in" checkbox.
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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''': </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.
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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.