Difference between revisions of "Update manager"

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To update user data click the desired user name on the "'''Users list'''" page:
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__FORCETOC__
  
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[[File:update user n.jpg|1000px]]
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===General information===
  
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It will bring you to the "'''User details'''" page.
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To update manager details, click the necessary manager's name on the '''Managers''' page:
  
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Here you can change permission levels, update general user information, resend the invitation to the user or delete the user:
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[[File:Update manager.png|border|1000px]]
  
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[[File:user details page n.jpg|border|1000px]]
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It will bring you to the '''Manager details''' page.
  
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Press "'''Update'''" to fill in or renew all basic information about the particular user:
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Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:
  
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[[File:user update page n.jpg|border|440px]]
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[[File:Manager action buttons.png|border|1000px]]
  
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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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<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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[[File:user update in project enabled 2 n.jpg|border|440px]]
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Click '''"Update"''' to fill in or renew all basic information about the manager:
  
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Confirm it with “'''Update'''” or revoke it with the "'''Cancel'''" button.
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[[File:Update manager details+.png|border|1000px]]
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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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After you fill in the boxes, click the '''"Update"''' button to save changes.
  
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[[File:user update in project disabled 2 n.jpg|border|440px]]
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===Disable ability to log in===
  
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Confirm it with "'''Update'''" or revoke it with the "'''Cancel'''" button.
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'''"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:
  
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[[File:Update manager details+.png|border|1000px]] [[File:Manager is in brop-down.png|border|489px]]
  
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Press the "'''Resend invitation'''" button to resend the invitation to the user.
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Just unmark the checkbox, and the manager will not appear in your drop-down list:
  
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Press the "'''Delete'''" button to delete the user.
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[[File:Manager cannot login+.png|border|1000px]] [[File:Manager is not in drop-down.png|border|489px]]
  
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<span style="color:red"> '''Note''': you can't delete the user that binds with a particular project.</span>
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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.
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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.

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