Difference between revisions of "Managers list"

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=='''Managers list location'''==
 
=='''Managers list location'''==
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Go to '''Settings → Access control → Managers''':
  
Go to '''Settings → Access control → Managers''':
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[[File:Settings - access control - managers.png|border|300px]]
  
 
=='''Add new manager'''==
 
=='''Add new manager'''==
  
[[File:Settings - access control - managers.png|border|300px]]
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To add a new manager, click the '''"New manager"''' button.
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[[File:Managers_list_new_manager.png|border|1000px]]
  
On this page, you can add a new manager, fill in or renew all basic information about a particular manager:
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=='''Update manager details'''==
  
[[File:Managers list.1.1.png|border|1000px]]
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To update manager details, click on the required manager's name.
  
To add a new manager, click the "[[New manager|<U>'''New manager'''</U>]]" button.
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[[File:Managers_list_update_link.png|border|1000px]]
  
=='''Update manager details'''==
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Fill out necessary information and and click '''"Update"''' button.
  
To update manager details, click on the required '''<U>[[Update manager|manager's name]]</U>''' and click '''"Update"''' then.
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[[File:Manager_update_form.png|border|1000px]]
  
 
=='''Search managers with filters'''==
 
=='''Search managers with filters'''==
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You can also apply various filters if needed:
 
You can also apply various filters if needed:
  
[[File:Managers list filter.png|border|1000px]]
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[[File:Manager_filter.png|border|1000px]]
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==='''Managers filter description'''===
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*'''Name''' — displays managers with the specified name.
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*'''Email''' — displays managers with the specified email.
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*'''Client pool''' — displays managers belonging to the specified client pool.
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*'''Has access to client''' — displays managers with enabled access to the specified client.
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*'''Role''' — displays managers with the specified role.
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*'''Can log in''' — displays managers with the specified login setting.

Revision as of 12:27, 24 October 2025

Managers page: cloud.protemos.com/manager/index


Managers list location

Go to Settings → Access control → Managers:

Settings - access control - managers.png

Add new manager

To add a new manager, click the "New manager" button.

Managers list new manager.png

Update manager details

To update manager details, click on the required manager's name.

Managers list update link.png

Fill out necessary information and and click "Update" button.

Manager update form.png

Search managers with filters

You can also apply various filters if needed:

Manager filter.png

Managers filter description

  • Name — displays managers with the specified name.
  • Email — displays managers with the specified email.
  • Client pool — displays managers belonging to the specified client pool.
  • Has access to client — displays managers with enabled access to the specified client.
  • Role — displays managers with the specified role.
  • Can log in — displays managers with the specified login setting.