Difference between revisions of "New manager"

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''User creation 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:
  
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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''':
  
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[[File:Users menu New user.jpg|border|200px]]
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[[File:M1.png|border|900px]]
  
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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:
  
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[[File:Users menu users list.jpg|border|200px]]
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[[File:New manager button.png|border|900px]]
  
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Then press the "'''New user'''" button:
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In both cases, you will be redirected to the '''New manager''' page.
  
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[[file:Users page.jpg|border|900px]]
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Create here as many managers as you need for your projects and enter the basic data for every manager:
  
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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.  
  
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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]]''
  
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- 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.  
  
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''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.
  
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- First name & Last name
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*Email & Phone & Skype.
  
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- Gender
 
  
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- Email & Phone & Skype
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[[File:M2.png|border|900px]]
  
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- 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.
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[[File:New user emp en.jpg|border|600px]]
 
  
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'''Enable''' (tap to toggle) user if you want to see them in the drop-down list when updating project details (for example, creating a new project):
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You may leave the '''"Can log in "''' checkbox unmarked and send the invitation later.
  
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[[File:user creation enabled 2 n.jpg|border|540px]]
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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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Confirm it with "'''Save'''" or revoke it with the "'''Cancel'''" button.
 
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'''Disable''' user – unmark the checkbox “'''Enabled'''” (user will not appear in the drop-down list when updating project details):
 
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[[File:user creation disabled 2 n.jpg|border|540px]]
 
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Confirm it with "'''Save'''" or revoke it with the "'''Cancel'''" button.
 
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After pressing the "'''Save'''" button, the user will be sent an invitation email and will be able to complete the account creation.
 

Revision as of 12:03, 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.

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