Difference between revisions of "Update manager"

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To update manager data click the nesessary manager name on the "'''Managers'''" page:
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__FORCETOC__
  
[[File:Click manager name to update.png|1100px]]
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===General information===
  
It will bring you to the "'''Manager 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 manager information, resend the invitation to the manager or delete the manager:
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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 manager:
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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 log in"''' allows you to see registered managers in the 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:
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[[File:Update manager details+.png|border|1000px]]
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After you fill in the boxes, click the '''"Update"''' button to save changes.
  
[[File:New user.jpg|border|550px]] [[File:New Project.jpg|border|440px]]
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===Disable ability to log in===
  
Just unmark the checkbox and the manager will not appear in your drop-down list:
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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:
  
[[File:New user 2.jpg|border|550px]] [[File:New Project 2.jpg|border|465px]]  
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[[File:Update manager details+.png|border|1000px]] [[File:Manager is in brop-down.png|border|489px]]
  
<span style="color:red"> '''Note''': your manager will not be able to log into the system if you disable "Can login" button.</span>
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Just unmark the checkbox, and the manager will not appear in your drop-down list:
  
Press the "'''Resend invitation'''" button to resend the invitation to the manager.
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[[File:Manager cannot login+.png|border|1000px]] [[File:Manager is not in drop-down.png|border|489px]]
  
Press the "'''Delete'''" button to delete the manager.
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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.
  
<span style="color:red"> '''Note''': you can't delete the manager that binds with a particular project.</span>
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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.