Difference between revisions of "New manager"

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''New user page: [http://cloud.protemos.com/user/add/ https://cloud.protemos.com/user/add]''
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''New manager page: [https://cloud.protemos.com/user/create https://cloud.protemos.com/user/create]''
 
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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 '''Users''' menu and then click '''New user''':
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1. Press the '''Settings''' menu on the top panel, then '''Managers''' and then click '''New manager''':
  
[[File:Users menu New user.jpg|border|150px]]
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[[File:M1.png|border|900px]]
  
2. Or you may go to '''Users=>Users list''':
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2. Or you may go to Managers list and press the '''"New manager"''' button:
  
[[File:Users menu users list.jpg|border|150px]]
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[[File:New manager button.png|border|900px]]
  
Then press the "'''New user'''" button:
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In both cases, you will be redirected to the '''New manager''' page.
  
[[file:Ent.users 2.jpg|border|1200px]]
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Create here as many managers as you need for your projects and enter the basic data for every manager:
  
In both cases, you will be redirected to the "'''New user'''" page.  
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*Manager group: for more info on managers groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.  
  
Create here as many users as you need for your projects and enter for every user basic data:
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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:Managers access rights link.png|border|400px]]''
  
- User group: for more info on users groups and permissions, please see the '''<U>[[Access rights]]</U>''' page.  
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*First name & Last name.  
  
''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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*Gender.
  
- First name & Last name
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*Email & Phone & Skype.
  
- Gender
 
  
- Email & Phone & Skype
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[[File:M2.png|border|900px]]
  
- Time zone
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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.
  
[[File:New user 1.jpg|border|400px]]
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You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.  
  
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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<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 may leave the '''"Can login"''' 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:
 
 
 
[[File:New user.jpg|border|550px]] [[File:New Project.jpg|border|440px]]
 
 
 
Just unmark the checkbox, and the user will not appear in your drop-down list:
 
 
 
[[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>
 

Revision as of 11:03, 27 July 2021

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


There are two ways to add new managers:

1. Press the Settings menu on the top panel, then Managers and then click New manager:

M1.png

2. Or you may go to Managers list and press the "New manager" button:

New manager button.png

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 the basic data for every manager:

  • 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: Managers access rights link.png

  • First name & Last name.
  • Gender.
  • Email & Phone & Skype.


M2.png

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.

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