Difference between revisions of "New manager"

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1. Go to the '''Users''' menu and then click '''New user''':
 
1. Go to the '''Users''' menu and then click '''New user''':
  
[[File:Users menu New user.jpg|border|200px]]
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[[File:Users menu New user.jpg|border|180px]]
  
 
2. Or you may go to '''Users=>Users list''':
 
2. Or you may go to '''Users=>Users list''':
  
[[File:Users menu users list.jpg|border|200px]]
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[[File:Users menu users list.jpg|border|180px]]
  
 
Then press the "'''New user'''" button:  
 
Then press the "'''New user'''" button:  
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- Time zone
 
- Time zone
 
[[File:Can login.jpg|border|700px]]
 
  
'''Can login''' (tap to toggle) users if you want them to be able to log into the system and to see them in the drop-down list when updating project details (for example, creating a new project):
 
  
[[File:New Project.jpg|border|700px]]
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'''"Can login"''' (tap to toggle) users if you want them to be able to log into the system.
  
Confirm it with "'''Save'''" or revoke it with the "'''Cancel'''" button.
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Confirm it with "'''Save'''" or revoke it with the "'''Cancel'''" button and the system will send an invitation email to your user for completing account creation.
  
If you mark the '''Can login''' checkbox, the system will send an invitation to the user to join your company on Protemos once you finish creating the user.  
+
[[File:Can login.jpg|border|700px]]
  
You may leave the checkbox unmarked and send the invitation later.
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The '''"Can login"''' button allows you to see registered users in a drop-down list when updating project details (for example, creating a new project).  
  
<span style="color:red">'''Note''': your user will not be able to log into the system if you disable "'''Can login"''' button.</span>
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Just unmark the checkbox and the user will not appear in your drop-down list.
  
 
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[[File:New Project.jpg|border|700px]]
 
 
'''Disable''' user – unmark the checkbox “'''Enabled'''” (user will not appear in the drop-down list when updating project details):
 
 
 
[[File:user creation disabled 2 n.jpg|border|540px]]  
 
 
 
Confirm it with "'''Save'''" or revoke it with the "'''Cancel'''" button.
 
  
  
After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
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<span style="color:red">'''Note''': your user will not be able to log into the system if you disable '''"Can login"''' button.</span>

Revision as of 13:05, 25 March 2019

New user page: https://cloud.protemos.com/user/add


There are two ways to add new account users:

1. Go to the Users menu and then click New user:

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2. Or you may go to Users=>Users list:

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Then press the "New user" button:

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In both cases, you will be redirected to the "New user" page.

Create here as many users as you need for your projects and enter for every user basic data:

- User group: for more info on users groups and permissions, please see the Access rights page.

You may always check access rights for your managers right from this page by clicking the User groups and access rights link: 370px

- First name & Last name

- Gender

- Email & Phone & Skype

- Time zone


"Can login" (tap to toggle) users if you want them to be able to log into the system.

Confirm it with "Save" or revoke it with the "Cancel" button and the system will send an invitation email to your user for completing account creation.

700px

The "Can login" button allows you to see registered users in a drop-down list when updating project details (for example, creating a new project).

Just unmark the checkbox and the user will not appear in your drop-down list.

700px


Note: your user will not be able to log into the system if you disable "Can login" button.