Difference between revisions of "Guest Access"

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== Guest user access rights ==
 
== Guest user access rights ==
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# '''PORTALS''' - a list of active projects that guest user is team member. A list includes basic project data: ''project name, duration and project manager.''
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# '''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.
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[[File:Project_portal.JPG ||400px]]
  
 
Guest access can be set-up here:
 
Guest access can be set-up here:
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# edit project team: client, sub-contractor, supplier...
 
# edit project team: client, sub-contractor, supplier...
 
# team member without active access have icon [[File:Ikona Worker off.gif]]
 
# team member without active access have icon [[File:Ikona Worker off.gif]]
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# click [[File:Ikona Worker off.gif]] to open form for guest set-up.
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# click [[File:Ikona Worker off.gif]] to open form for guest set-up with persons name, family name and e-mail.
 
#* select '''GUEST ACCESS''
 
#* select '''GUEST ACCESS''
 
#* new fields appear:
 
#* new fields appear:
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#*** ''manual'' - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
 
#*** ''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.
 
# 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)'''
 
# enter new person to 4PM '''(RESOURCES / PERSONNEL > person > access rights)'''
 
# go to the tab ACCESS / USERS / ACCESS INACTIVE and find new user.
 
# 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.
 
# click the NAME to open form with data of the user: name, family name, e-mail.
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# # pri DOSTOP izberete '''ZUNANJI DOSTOP'''
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#* select '''GUEST ACCESS''
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# izpišejo se polja:
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#* new fields appear:
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#* '''uporabniško ime''' - privzeto uporabniško ime je '''elektronski naslov''' uporabnika. Po želji lahko uporabniško ime spremenite
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#** '''user name''' - default value is user's e-mail, but you can change it.
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#* izbira gesla:
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#** '''password'''
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#** '''samodejno''' - 4PM pošlje uporabniku sporočilo z navodili za aktivacijo dostopa: naslov 4PM, povezava za določitev novega gesla, PIN številko za potrditev gesla. Veljavnost sporočila je zaradi varnosti omejena na 24 ur. Če nov uporabnik ne aktivira uporabniškega dostopa 24 urah, je sporočilo neveljavno in dostop ni več mogoč. V tem primeru boste morali za ponoviti akcijo.
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#*** ''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.
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#** '''ročno''' - sami, ročno vpišete uporabniško ime in geslo. V tem primeru morate novega uporabnika sami obvestiti o uporabniškem dostopu.
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#*** ''manual'' - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
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# ko obrazec shranite, 4PM posreduje novemu zunanjemu uporabniku sporočilo.
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# save.
 +
 
 +
[[File:Access_basic_automatic.jpg |300px]] [[File:Access_basic_manual.jpg | 300px]]

Latest revision as of 09:57, 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

  1. PORTALS - a list of active projects that guest user is team member. A list includes basic project data: project name, duration and project manager.
    Access portals list.png
  2. PROJECT PORTAL
    • POSTS - documents posted in project portal (sections)
    • COMMENTS - comments with label show in portal
    • DOCUMENTS - list of project folders with rights see 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.

Project portal.JPG

Guest access can be set-up here:

  1. project / team
  2. tab access

Guest access set-up for project team members

  1. edit project team: client, sub-contractor, supplier...
  2. team member without active access have icon Ikona Worker off.gif
  3. click 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.
  4. save.

Access guest project.JPG Access guest project 2.jpg

Guest access set-up

  1. enter new person to 4PM (RESOURCES / PERSONNEL > person > access rights)
  2. go to the tab ACCESS / USERS / ACCESS INACTIVE and find new user.

Access portals list.png

  1. 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.
  2. save.

Access basic automatic.jpg Access basic manual.jpg

Retrieved from "https://help.4pm.si/index.php?title=Guest_Access&oldid=9325"