Difference between revisions of "New manager"

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''New manager page: [https://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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There are two ways to add new managers:
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==='''How to invite manager'''===
  
1. Press the '''Managers''' menu on the top panel and then click '''New manager''':
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To add a new manager, go to '''Settings → Access control → Managers''':
  
[[File:Managers.png|border|120px]]
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[[File:Settings - access control - managers.png|border|300px]]
  
2. Or you may go to Managers list and press the '''"New manager"''' button:
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Сlick the '''"New manager"''' button on the '''Managers''' page:
  
 
[[File:New manager button.png|border|900px]]
 
[[File:New manager button.png|border|900px]]
  
In both cases, you will be redirected to the '''New manager''' page.
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Create here as many managers as you need for your projects and enter the basic data for every manager:
  
Create here as many managers as you need for your projects and enter the basic data for every manager:
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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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''You may always check access rights for your managers right from this page by clicking the '''Manager roles and access rights''' link:  
  
*Manager group: for more info on managers groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.
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[[File:Managers access rights link.png|border|500px]]
  
''You may always check access rights for your managers right from this page by clicking the '''Manager groups and access rights''' link: [[File:Managers access rights link.png|border|400px]]''
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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)
  
 
*First name & Last name.  
 
*First name & Last name.  
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*Gender.
 
*Gender.
  
*Email & Phone & Skype.
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*Email, Phone, and Skype.
  
*Time zone.
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*Time zone
  
[[File:New manager page.png|border|600px]]
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[[File:New manager.png|border|900px]]
  
Confirm it with '''"Save"''' 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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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.  
 
You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.  
  
<span style="color:red">'''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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<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