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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''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 managers:
 
There are two ways to add new managers:
  
1. Go to the '''Managers''' menu and then click '''New manager''':
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1. Press the '''Settings''' menu on the top panel, then '''Managers''' and then click '''New manager''':
  
[[File:Managers menu New manager.png|border|150px]]
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[[File:M1.png|border|900px]]
  
2. Or you may go to '''Managers=>Managers list''':
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2. Or you may go to Managers list and press the '''"New manager"''' button:
  
[[File:Managers menu list.png|border|150px]]
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[[File:New manager button.png|border|900px]]
  
Then press the "'''New manager'''" button:
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In both cases, you will be redirected to the '''New manager''' page.
  
[[file:Managers list New manager.png|border|1100px]]
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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 manager'''" 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 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 '''<U>[[Access rights]]</U>''' page.  
 
  
 
''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]]''  
 
''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]]''  
  
- First name & Last name  
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*First name & Last name.
  
- Gender
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*Gender.
  
- Email & Phone & Skype
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*Email & Phone & Skype.
  
- Time zone
 
  
[[File:New manager page.png|border|600px]]
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[[File:M2.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.
 
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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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.  
  
'''"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:
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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.
 
 
[[File:Manager can log in|border|550px]] [[File:New Project.jpg|border|440px]]
 
 
 
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]]
 
 
 
 
 
<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 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.