Contextual Help - User: Tab (Edit User Information)

The Username: tab contains all the data you can enter about a user, such as his/her contact information, username, password and preferences. 

This tab has 3 parts: the title bar, the navigation tabs and the user information table. 
  • The title bar tells you where you are in AceProject. At the end of the title bar you will find a link to contextual help.  
  • The Navigation Tabs allow you to browse quickly between: user, assigned projects, multiple project assignment and multiple task assignment.
  • The User Information table displays data about the user. User information is organized in four groups: Account, Contact, Access Rights, and Preferences.
    • Fields in bold with an asterisk* are mandatory. 
    • The "Account" group contains the connection information for the user.
      • The Username is what the user will enter to login to AceProject. 
      • Passwords are NOT case-sensitive.
      • Each user can be assigned to a user group. User Groups help keep users together, for example as teams or departments.
    • The "Contact" group tells you how you can reach this user.
      • The email address is required for email notifications to work. You can enter several email addresses separated by a semi-colon ( ; ).
    • The "Access Rights" group contains the user's overall rights. To get all detailed information about access rights, click here.
      • The Access Level group is divided in two groups: Administrator and Normal.
        • An Administrator has full control on the company's account. Only administrators can see the Administration tab on top, while non-administrators will only see 3 tabs: the “My Office” tab, the "Project” tab, and the “Help” tab. Exclusive actions for Administrators include:
          • Manage all users, import data, delete projects and delete user items.
          • Manage the account information, time types, project types, project priorities, clients, and user groups.
          • Edit and delete timesheets entered by other users, by using the Time Approval module.
          • Open every project and edit its entire content, even if they are not assigned to it.
          *** Generally, to ensure optimal security, there should have a limited number of administrators per account.
        • A normal user's access rights may vary from one project to another.
          • Access rights are given by the project manager or by the administrator, to each user, when he/she is assigned to a project.
          • Once the user has been assigned to the project, he/she will be able to perform actions within that project in accordance with his/her access rights. 
          • Projects that are not assigned to a normal user will not be viewable unless he/she is assigned to them. 
          • Normal users only see 3 tabs in AceProject: My Office, the current project tab, and the Help tab. 
            • The "This user can add a project" access right allows the user to create a blank project or to copy any project template in which the user has been assigned as a project manager.
            • The "Administration - Limited Mode" access right is like an enhanced "project" tab. When this mode is enabled, the "Administration - Limited" tab is displayed on top. It contains features like Gantt charts, time reports or task reports for all the normal user's assigned projects.
              • This access right does not give access to the account or user configuration.
              • This access right grants the "Can Open This Project" access right automatically. In other words, even if a user is assigned to a project but cannot open it, the "Administration - Limited Mode" will give him/her the right to open it. However, the behaviour of the "Project Manager", the "Time Approval" and the "Edit Task Level" access rights will remain the same.
      • The Status group is used to set whether the user can access AceProject or not.
        • The "Can Login" option is set as default. It allows the user to access the account.
        • The "Can't Login" option is useful to prevent a user from logging in without having to delete that user.
      • The Time Entry Mode group lets you decide how users will enter their time; it can be manually, automatically or both options combined. The following options are available:
        • "Timesheet + IN/OUT" gives users the flexibility to either enter their time manually or automatically, as mentioned earlier.
        • "Timesheet Only" forces the users to enter their time manually, in the "My Office -> My Timesheets" section. This option disables the IN/OUT module.
        • "IN/OUT Only" forces the users to use the counter to enter their time. To start the counter, the user must open a task and click the "Open IN/OUT" link on top right of the main window. This option ensures efficient monitoring of users, since they cannot edit the time entered afterwards.
        • "Time Entry Disabled" prohibits users from filling out a time sheet either manually or automatically.
      • The User Directory group is used to set permissions, for the user, in regard to which users will be displayed in his/her user directory. The User Directory is located under the "My Office" tab and displays other users' coordinates, such as phone numbers and email address.
        • "Display All Users" shows all users configured in your account.
        • "Display Only Administrators" shows a list of administrator-level users only.
        • "Users Assigned on the Same Projects" will display a list of all users assigned on the same projects. Users assigned to other projects will not be displayed.
        • "Users in the Same Group" shows users who belong to the same user group. For example, an architect would only see other architects.
        • "Disabled" removes the "User Directory" feature from the left panel, in the "My Office" section. This option is useful if you need to increase confidentiality and hide the user directory for certain users.
    • The Preferences group contains the user's individual settings.
      • "Email notification" is useful to be warned when a new task is assigned or an existing task is modified. This avoids having to connect to AceProject frequently to check for new or updated tasks. Simply check the appropriate boxes to have AceProject send an email notification. Of course, if email notification is enabled, the email field becomes mandatory. You can enter several email addresses separated by a semi-colon ( ; ). Email notifications are sent in HTML format, so your email program must be able to display this format. 
      • The "Number of tasks per page" lets you decide how many tasks will be displayed in all task lists you are allowed to view. 
      • The "Number of projects per page" lets you decide how many projects will be displayed in all project lists you are allowed to view. 
      • The "Project to Open Upon Login" drop-down list lets you choose a default project to open when the user logs in. If no project is chosen, the default page upon login will be "My Tasks".
      • The "Sort Task Report by" option lets you decide the sorting order of all task reports you are allowed to view. Use the first drop-down list to select a column and use the second drop-down list to choose the sorting order.
      • The "Sort Project Report by" option lets you decide the sorting order of all project reports you are allowed to view. Use the first drop-down list to select a column and use the second drop-down list to choose the sorting order.
      • The "Time Zone" field lets you choose your geographical location in order to display correct date and time values.
      • The "Date Format" drop-down list lets you choose your preferred date and time format as well as your preferred decimal symbol (period or comma).
      • The "Monthly Gantt Chart" drop-down list lets you decide how many months will be displayed in all monthly Gantt charts you are allowed to view.
      • The "Weekly Gantt Chart" drop-down list let you decide how many weeks will be displayed in all weekly Gantt charts you are allowed to view.
      • The "Language" drop-down list lets you choose which language will be used in AceProject's interface. All email notifications will be sent in the language you will have chosen.
    • Check the "Send connection information to the user" checkbox to send login information to the user once the "Update" button is clicked. He/she will receive an email with the company login name, his/her username/password and the login page . This is a useful feature that saves time when creating new users.
    • Click "Update" to save your changes. Click the "Delete" button to remove the user from the account. Click "Back to All Users" to return to the "All Users" page without saving your changes.  



How can I get more details about access rights?
We have created a detailed page that provides all necessary information about access rights. Click here to view this page.

What is the project to open upon login?
The "Project to Open Upon Login" drop-down list lets you choose a default project to open when the user logs in. If no project is chosen, the default page upon login will be "My Tasks".

How do I use email notification?
A user can decide to receive an email
notification when he/she is assigned to a new task or when one of his/her assigned tasks is updated. To enable email notification, simply check the email notification boxes and make sure you entered a valid email address. Click here to get all details about email notifications.

How long does it takes to receive an email notification?
Email notification
s are sent instantly after the task is added or updated.

How do I assign a project to a user?
To assign a project to a user (including yourself), click the
"Assigned Projects" tab, then click the "Assign to a Project" link.

 

 


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