Users & Teams

Introduction

View Users

[Administrator, Manager, Developer, Translator]

All users can view the users in the system as well as their full name and role. Only the administrator user has the ability to add and update users, although individual users can update their own information.

The columns of the Manage Users Page are:

• Username
• Full Name
• Role
• Email
• Time zone (if set)

Create and Configure Users

[Administrator]

Create User

The Administrator user can select the (Create new user) button on the Manage Users page to add new users.

The Administrator sets up the username and password, sets the role and then assigns projects and teams to the user. If role of the user is Manager, then the Administrator also assigns the Data Source Credentials.

Edit User

In the list of users, the Administrator can edit any user and make any changes to their information. An Edit button appears when hovering over a user entry in the list.

The Administrator can also select the Username and the next page will have a button to Edit User

Delete User

The Edit user page has a Delete button to remove the user.

The administrator can also select users and a Delete icon appears at the top of the list to delete all selected users. Alternatively, the administrator can select users and create a team with those users.

Search and Sort Users

Any user can select the (Search icon).

When leaving the Search panel, the list returns to its original order.

Any user can select the (Sort icon). The users can be sorted on any string. Case does not matter. In this example, all the users from testco were searched for.

Users can be sorted in ascending or descending order by username, role or the full name. When leaving the Sort panel, the list retains its new order.

View Teams

[Administrator, Manager, Developer, Translator]

All users can view the teams in the system as well as the number of projects and users. Only the administrator user has the ability to add and update teams.

Create and Configure Teams

[Administrator]

Create Team

The Administrator user can select the (Create new team) button on the Manage Teams page to add new teams.

The Administrator creates the team name and chooses the members and projects associated with the team.

Edit Team

In the list of teams, the Administrator can edit any team and make any changes to their information. An Edit button appears when hovering over a team entry in the list.

Alternatively, the Administrator can select Username and an Edit team button appears.

Delete Team

When the Administrator selected the Edit button for a team, the page that comes up has an Delete button.

The Administrator can also select teams and a Delete icon appears at the top of the list to delete the selected teams.

Search and Sort Teams

[Administrator, Manager, Developer, Translator]

A search can be done of all the teams. In this example, all teams with 'team' in the name was searched for.

Teams can be sorted in ascending or descending order by the team name, the number of projects and the number of users. In this example, the teams are sorted in descending order for the number of projects.

Next: Data Source Credentials