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]''
 
''New manager page: [https://cloud.protemos.com/user/add https://cloud.protemos.com/user/add]''
 
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There are two ways to add new account users:
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There are two ways to add new managers:
  
 
1. Go to the '''Managers''' menu and then click '''New manager''':
 
1. Go to the '''Managers''' menu and then click '''New manager''':
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[[file:Managers list New manager.png|border|1100px]]
 
[[file:Managers list New manager.png|border|1100px]]
  
In both cases, you will be redirected to the "'''New user'''" page.  
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In both cases, you will be redirected to the "'''New manager'''" page.  
  
Create here as many users as you need for your projects and enter for every user basic data:
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Create here as many managers as you need for your projects and enter for every manager basic data:
  
- User group: for more info on users groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.  
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- Manager group: for more info on managers groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.  
  
''You may always check access rights for your managers right from this page by clicking the '''User groups and access rights''' link: [[File:access rights link.jpg|border|370px]]''  
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''You may always check access rights for your managers right from this page by clicking the '''Manager groups and access rights''' link: [[File:access rights link.jpg|border|370px]]''  
  
 
- First name & Last name  
 
- First name & Last name  
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- Time zone
 
- Time zone
  
[[File:New user 1.jpg|border|400px]]
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[[File:New manager page.png|border|600px]]
  
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.
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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 manager for completing account creation.
  
You may leave the '''"Can login"''' checkbox unmarked and send the invitation later.  
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You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.  
  
'''"Can login"''' allows you to see registered users in a drop-down list when, for example, updating project details or creating a new project:
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'''"Can log in"''' allows you to see registered managers in a drop-down list when, for example, updating project details or creating a new project:
  
[[File:New user.jpg|border|550px]] [[File:New Project.jpg|border|440px]]
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[[File:New manager page.png|border|550px]] [[File:New Project.jpg|border|440px]]
  
Just unmark the checkbox, and the user will not appear in your drop-down list:
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Just unmark the checkbox, and the manager will not appear in your drop-down list:
  
 
[[File:New user 2.jpg|border|550px]] [[File:New Project 2.jpg|border|465px]]  
 
[[File:New user 2.jpg|border|550px]] [[File:New Project 2.jpg|border|465px]]  
  
  
<span style="color:red">'''Note''': Your user will not be able to log into the system if you disable the '''"Can login"''' button.</span>
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<span style="color:red">'''Note''': Your manager will not be able to log into the system if you unmark the '''"Can log in"''' checkbox.</span>

Revision as of 09:52, 11 July 2019

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


There are two ways to add new managers:

1. Go to the Managers menu and then click New manager:

150px

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

150px

Then press the "New manager" button:

1100px

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

Create here as many managers as you need for your projects and enter for every manager basic data:

- Manager group: for more info on managers 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 Manager groups and access rights link: 370px

- First name & Last name

- Gender

- Email & Phone & Skype

- Time zone

600px

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.

You may leave the "Can log in " checkbox unmarked and send the invitation later.

"Can log in" allows you to see registered managers in a drop-down list when, for example, updating project details or creating a new project:

550px 440px

Just unmark the checkbox, and the manager will not appear in your drop-down list:

550px 465px


Note: Your manager will not be able to log into the system if you unmark the "Can log in" checkbox.