Difference between revisions of "Managers and access"

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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
  
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'''You need to create a separate account with the necessary level of access rights for every manager working in your team:'''
  
'''You need to create a user for every manager working in your team:'''
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1. Go to  the <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/user/index '''Managers'''] </U> </span> page.
  
1. Go to  the <span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/index '''Users'''] </U> </span> page.
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2. Press '''"'''<span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/create '''New manager'''] </U> </span>'''"''':
  
2. Press '''"'''<span style="background-color:yellow"> <U> [https://cloud.protemos.com/user/add '''New user'''] </U> </span>'''"''':
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[[File:Managers list New manager.png|border|1000px]]  
  
[[File:add new U button.jpg|border|1000px]]
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3. Enter the manager info and click "'''Save'''":
  
3. Enter the user info and click "'''Save'''":
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[[file:New manager page.png|border|600px]]  
 
 
[[file:New user.jpg|border|700px]]  
 
  
 
4. The system will send an invitation to managers by email, and they will create own username and password.
 
4. The system will send an invitation to managers by email, and they will create own username and password.
  
<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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<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.
 
 
  
 
You can always check access rights on the
 
You can always check access rights on the
 
<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/user/access-rights '''Access rights'''] </U> </span> page:
 
<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/user/access-rights '''Access rights'''] </U> </span> page:
  
[[File:AR Table.jpg|border|1200px]]  
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[[File:Managers and access rights table.png|border|1300px]]  
  
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For more info on managers, please see our  <U>[[Managers|''' wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]]
  
Please note that every your vendor also becomes the user, but with restricted vendor rights.  
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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
  
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----
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<span style="color:red">Features described below will be available with the forthcoming system release.</span>
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
 +
 +
'''You need to create a separate account with the necessary level of access rights for every manager working in your team:'''
 +
 +
1. Go to  the <span style="background-color:yellow"><U>[https://cloud.protemos.com/user/index '''Managers''']</U></span> page.
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2. Click '''"'''<span style="background-color:yellow"><U>[https://cloud.protemos.com/user/create '''New manager''']</U></span>'''"''':
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[[File:Managers list.1.1.png|border|1070px]]
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3. Enter the manager info and click "'''Save'''":
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[[File:New manager page.1.png|border|1070px]]
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4. The system will send an invitation to managers by email, and they will create own username and password.
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<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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 +
You can always check access rights on the
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<span style="background-color:yellow"><U>[https://cloud.protemos.com/user/access-rights '''Access rights''']</U></span> page:
  
For more info on users, please see our  <U>[[Users|''' wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/2xEcZOgJ6S4]]
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[[File:Role-based access control table.1.png|border|1200px]]  
  
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For more info on managers, please see our  <U>[[Managers|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]]
  
 
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
 
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

Revision as of 13:38, 27 July 2022

Redirect.jpg Back to the Quick Start Guide main page.

You need to create a separate account with the necessary level of access rights for every manager working in your team:

1. Go to the Managers page.

2. Press " New manager ":

1000px

3. Enter the manager info and click "Save":

600px

4. The system will send an invitation to managers by email, and they will create own username and password.

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

You can always check access rights on the Access rights page:

1300px

For more info on managers, please see our wiki pages or our video tutorial YT client.png

Redirect.jpg Back to the Quick Start Guide main page.


Features described below will be available with the forthcoming system release.

Redirect.jpg Back to the Quick Start Guide main page.

You need to create a separate account with the necessary level of access rights for every manager working in your team:

1. Go to the Managers page.

2. Click "New manager":

Managers list.1.1.png

3. Enter the manager info and click "Save":

New manager page.1.png

4. The system will send an invitation to managers by email, and they will create own username and password.

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

You can always check access rights on the Access rights page:

1200px

For more info on managers, please see our wiki pages or our video tutorial YT client.png

Redirect.jpg Back to the Quick Start Guide main page.