Difference between revisions of "Guest Access"
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== Guest user access rights == | == Guest user access rights == | ||
| − | # PORTALS - a list of active projects that guest user is team member. A list includes basic project data: ''project name, duration and project manager.'' | + | # '''PORTALS''' - a list of active projects that guest user is team member. A list includes basic project data: ''project name, duration and project manager.'' <br>[[File:Access_portals_list.png |400px]] |
| − | # PROJECT PORTAL | + | # '''PROJECT PORTAL''' |
#* POSTS - documents posted in project portal (sections) | #* POSTS - documents posted in project portal (sections) | ||
#* COMMENTS - comments with label ''show in portal'' | #* COMMENTS - comments with label ''show in portal'' | ||
#* DOCUMENTS - list of project folders with rights see [[File:10.IkonaOko.jpg]]. ''Each team member with guest access can have set right to see documents in folders. The right is set individually for each project folder. | #* DOCUMENTS - list of project folders with rights see [[File:10.IkonaOko.jpg]]. ''Each team member with guest access can have set right to see documents in folders. The right is set individually for each project folder. | ||
| + | [[File:Project_portal.JPG ||400px]] | ||
| + | Guest access can be set-up here: | ||
| + | # '''project / team''' | ||
| + | # '''tab access''' | ||
== Guest access set-up for project team members == | == Guest access set-up for project team members == | ||
| + | # edit project team: client, sub-contractor, supplier... | ||
| + | # team member without active access have icon [[File:Ikona Worker off.gif]] | ||
| + | # click [[File:Ikona Worker off.gif]] to open form for guest set-up with persons name, family name and e-mail. | ||
| + | #* select '''GUEST ACCESS'' | ||
| + | #* new fields appear: | ||
| + | #** '''user name''' - default value is user's e-mail, but you can chanege it. | ||
| + | #** '''password''' | ||
| + | #*** ''automatic'' - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated. | ||
| + | #*** ''manual'' - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user. | ||
| + | # save. | ||
| + | |||
| + | [[File:Access_guest_project.JPG | 300px]] [[File:Access_guest_project_2.jpg | 300px]] | ||
| + | |||
== Guest access set-up == | == Guest access set-up == | ||
| + | # enter new person to 4PM '''(RESOURCES / PERSONNEL > person > access rights)''' | ||
| + | # go to the tab ACCESS / USERS / ACCESS INACTIVE and find new user. | ||
| + | [[File:Access_portals_list.png | 400 px]] | ||
| + | # click the NAME to open form with data of the user: name, family name, e-mail. | ||
| + | #* select '''GUEST ACCESS'' | ||
| + | #* new fields appear: | ||
| + | #** '''user name''' - default value is user's e-mail, but you can change it. | ||
| + | #** '''password''' | ||
| + | #*** ''automatic'' - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated. | ||
| + | #*** ''manual'' - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user. | ||
| + | # save. | ||
| + | |||
| + | [[File:Access_basic_automatic.jpg |300px]] [[File:Access_basic_manual.jpg | 300px]] | ||
Latest revision as of 08:57, 22 January 2014
Guest access
- Guest user can not edit, delete documents or comments. He/she has read only access.
- Guest users are not included in the licence. They are free.
- Guest user can be any user that is not member of main 4PM organization (owner of the license).
- If you wish to expand the user rights of an user, normal access should be enabled. Organization must be marked as partner .
Guest user access rights
- PORTALS - a list of active projects that guest user is team member. A list includes basic project data: project name, duration and project manager.
- PROJECT PORTAL
- POSTS - documents posted in project portal (sections)
- COMMENTS - comments with label show in portal
- DOCUMENTS - list of project folders with rights see
. Each team member with guest access can have set right to see documents in folders. The right is set individually for each project folder.
Guest access can be set-up here:
- project / team
- tab access
Guest access set-up for project team members
- edit project team: client, sub-contractor, supplier...
- team member without active access have icon
- click to open form for guest set-up with persons name, family name and e-mail.
- select 'GUEST ACCESS
- new fields appear:
- user name - default value is user's e-mail, but you can chanege it.
- password
- automatic - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated.
- manual - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
- save.
Guest access set-up
- enter new person to 4PM (RESOURCES / PERSONNEL > person > access rights)
- go to the tab ACCESS / USERS / ACCESS INACTIVE and find new user.
- click the NAME to open form with data of the user: name, family name, e-mail.
- select 'GUEST ACCESS
- new fields appear:
- user name - default value is user's e-mail, but you can change it.
- password
- automatic - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated.
- manual - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
- save.
