Difference between revisions of "Update manager"

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To update user data click the desired user name on the "'''Users list'''" page:
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__FORCETOC__
  
[[File:Desired user.jpg|1000px]]
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===General information===
  
It will bring you to the "'''User details'''" page.
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To update manager details, click the necessary manager's name on the '''Managers''' page:
  
Here you can change permission levels, update general user information, resend the invitation to the user or delete the user:
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[[File:Update manager.png|border|1000px]]
  
[[File:user details page n.jpg|border|1200px]]
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It will bring you to the '''Manager details''' page.
  
Press "'''Update'''" to fill in or renew all basic information about the particular user:
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Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:
  
[[File:Update user 2.jpg|border|250px]]
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[[File:Manager action buttons.png|border|1000px]]
  
After you fill in the boxes press the '''"Update"''' button to save changes or '''"Cancel"''' to revoke it.  
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<span style="color:orange"> '''Note''': </span>The '''"Resend invitation"''' button is only visible if your manager hasn't accepted the invitation yet.
  
'''"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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Click '''"Update"''' to fill in or renew all basic information about the manager:
  
[[File:New user.jpg|border|550px]] [[File:New Project.jpg|border|440px]]
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[[File:Update manager details+.png|border|1000px]]
  
Just unmark the checkbox and the user will not appear in your drop-down list:
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After you fill in the boxes, click the '''"Update"''' button to save changes.
  
[[File:New user 2.jpg|border|550px]] [[File:New Project 2.jpg|border|465px]]
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===Disable ability to log in===
  
<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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'''"Can log in"''' allows you to see registered managers in the drop-down list when, for example, updating project details or creating a new project:
  
Press the "'''Resend invitation'''" button to resend the invitation to the user.
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[[File:Update manager details+.png|border|1000px]] [[File:Manager is in brop-down.png|border|489px]]
  
Press the "'''Delete'''" button to delete the user.
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Just unmark the checkbox, and the manager will not appear in your drop-down list:
  
<span style="color:red"> '''Note''': you can't delete the user that binds with a particular project.</span>
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[[File:Manager cannot login+.png|border|1000px]] [[File:Manager is not in drop-down.png|border|489px]]
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<span style="color:orange"> '''Note''': </span>Your manager will not be able to log into the system if you unmark '''"Can log in"''' checkbox.
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<span style="color:orange"> '''Note''': </span>You can't delete the manager that binds with a particular project, but you can forbid access to their accounts by unmarking the '''"Can log in"''' checkbox.

Latest revision as of 21:11, 17 May 2023


General information

To update manager details, click the necessary manager's name on the Managers page:

Update manager.png

It will bring you to the Manager details page.

Here you can change permission levels, update their general data, resend the invitation to the manager or delete them:

Manager action buttons.png

Note: The "Resend invitation" button is only visible if your manager hasn't accepted the invitation yet.

Click "Update" to fill in or renew all basic information about the manager:

Update manager details+.png

After you fill in the boxes, click the "Update" button to save changes.

Disable ability to log in

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

Update manager details+.png Manager is in brop-down.png

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

Manager cannot login+.png Manager is not in drop-down.png

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

Note: You can't delete the manager that binds with a particular project, but you can forbid access to their accounts by unmarking the "Can log in" checkbox.