Difference between revisions of "M4 Managers"

From Kolmisoft Wiki
Jump to navigationJump to search
 
(6 intermediate revisions by 3 users not shown)
Line 1: Line 1:
=Description=
=Description=
Managers are type of users who are controlled by permissions assigned to them. There can be several different Managers with different set of permissions. For example, one manager can access Users, but not the Devices and another can manager Devices, but cannot access Users.
Managers are a type of users who are controlled by permissions assigned to them. There can be several different Managers with different sets of permissions. For example, one manager can access Users, but not the Devices and another can manage Devices, but cannot access Users.


<br><br>
=Usage=
=Usage=
Go to '''MAINTENANCE –> Managers''' to access the list of Managers:  
Go to '''MAINTENANCE –> Managers''' to access the list of Managers:  
Line 7: Line 8:
[[File:Managers list.png]]
[[File:Managers list.png]]
<br><br>
<br><br>
On this page you can go permissions page and edit them (Manager Group column), login as Manager, check log of Manager's activity, edit or delete him. You can also access create form by clicking on '''Add new Manager'''.
On this page, you can go permissions page and edit them (Manager Group column), log in as a Manager, check the log of Manager's activity, and edit or delete him. You can also access create form by clicking on '''Add new Manager'''.
 
<br><br>
=Manager Create/Edit=
=Manager Create/Edit=
You can access this page from Managers List clicking on '''Add New Manager''' button creating a new Manager or by clicking '''Edit''' on already existing Manager to edit his data.<br>
You can access this page from the Managers List by clicking on '''Add New Manager''' button to create a new Manager or by clicking '''Edit''' on an already existing Manager to edit his data.<br>
In order to create new Manager, at least one Manager Group must exist.
In order to create a new Manager, at least one Manager Group must exist.
<br><br>
<br><br>
[[File:Managers_edit_new.png|1000px]]
[[File:Managers_edit_new.png|1000px]]
<br><br>
<br><br>
You must specify Name, Username and Password upon creating new Manager.<br>
You must specify your Name, Username, and Password upon creating a new Manager.<br>
When editing a Manager you can leave Password input blank, this way Manager's Password will not be changed.
When editing a Manager you can leave the Password input blank, this way Manager's Password will not be changed.<br>
If you check Show only assigned Users, manager will see only data of assigned Users.
If you check to Show only assigned Users, the manager will see only data of assigned Users (Responsible Manager can be assigned in the User Edit window).


<br><br>
=Manager Groups=
=Manager Groups=
Go to '''MAINTENANCE –> Managers -> Groups''' to access the list of Manager Groups:  
Go to '''MAINTENANCE –> Managers -> Groups''' to access the list of Manager Groups:  
Line 23: Line 27:
[[File:Manager_groups.png]]
[[File:Manager_groups.png]]
<br><br>
<br><br>
To change permissions you have to click on '''EDIT/PERMISSIONS''' and reach window like this:  
To change permissions you have to click on '''EDIT/PERMISSIONS''' and reach a window like this:  
<br><br>
<br><br>
[[File:Manager_permissions.png]]
[[File:Manager_permissions.png]]
If you check to Show only assigned Users, the manager will see only data of assigned Users (Responsible Manager can be assigned in the User Edit window).
"ACCOUNTING > Services" are only visible if DIDs functionality is enabled.

Latest revision as of 08:04, 29 May 2023

Description

Managers are a type of users who are controlled by permissions assigned to them. There can be several different Managers with different sets of permissions. For example, one manager can access Users, but not the Devices and another can manage Devices, but cannot access Users.



Usage

Go to MAINTENANCE –> Managers to access the list of Managers:

Managers list.png

On this page, you can go permissions page and edit them (Manager Group column), log in as a Manager, check the log of Manager's activity, and edit or delete him. You can also access create form by clicking on Add new Manager.



Manager Create/Edit

You can access this page from the Managers List by clicking on Add New Manager button to create a new Manager or by clicking Edit on an already existing Manager to edit his data.
In order to create a new Manager, at least one Manager Group must exist.

Managers edit new.png

You must specify your Name, Username, and Password upon creating a new Manager.
When editing a Manager you can leave the Password input blank, this way Manager's Password will not be changed.
If you check to Show only assigned Users, the manager will see only data of assigned Users (Responsible Manager can be assigned in the User Edit window).



Manager Groups

Go to MAINTENANCE –> Managers -> Groups to access the list of Manager Groups:

Manager groups.png

To change permissions you have to click on EDIT/PERMISSIONS and reach a window like this:

Manager permissions.png

If you check to Show only assigned Users, the manager will see only data of assigned Users (Responsible Manager can be assigned in the User Edit window).

"ACCOUNTING > Services" are only visible if DIDs functionality is enabled.