Contextual Help - All Users

The All Users window is where you manage your account's users. By default users are sorted in alphabetical order of their username. Please note that only Administrators can view this page.

This window has 3 parts: the title bar, the search bar and the list of users. 

  • The title bar tells you where you are in AceProject.
    • The Add a User link allows you to create a new user in your account.
    • The Export link opens a window that allows you to export the list of users that is displayed on your screen. Exportation is available in two formats: CSV and Microsoft Excel. The following criteria can be set: Column Delimiter, Decimal Symbol and Date Format. Note that passwords cannot be exported, for privacy reasons.
    • The link to the contextual help is at the end of the title bar.
    • The title bar will also display your total number of users that fits the chosen search criteria
  • The search bar, lets you select filter which users to display. You can filter by access level, by user group or perform a text-to-search.
  • The list of users displays a summary of each user's information: his/her access level, user group, status, name, email, telephone number, and the last visit date
    • The username is entered when logging in AceProject. 
    • You can prevent a user from logging in by changing his/her status to can't login. 
    • Click on a username to make changes or delete the user. 
    • The "Last Visit" field is useful to keep track of when users log in.

About Security Levels

There are two access types for a user: Administrator and Normal.  

Read our page about access rights.

What is a user?  
A user is an employee or a sub-contractor who can login to AceProject. Each user can be assigned to projects and tasks. To visualize a project, the user must be assigned to the project. Only administrators can add, modify or delete a user. 

How do I add a user?  
To add a user, click on the "Add a user" link on top right. You will be redirected to the Edit User Information page. Then, fill out the mandatory fields and click on the "Save" button.  

How do I assign a user to a project?  
To assign a user to a project (including yourself):

  1. Click on the "All Projects" link on the left panel.

  2. Click on the project number to reach the "Edit Project Information" page. 

  3. Click on the "Assigned Users" tab. 

  4. Click on the "Assign a New User" link to select a new user to assign to this project.

  5. Define the user's access rights and click "Update".

When assigning a task, I only see myself in the list. How can I assign a task to other users?  
In order to be able to assign a task to a user, the user must be part of the project. After creating this user, you must assign this user to your project or to several projects. To do so, click on the Administration tab, and then on the project number to access the "Edit Project Information" page. In the "Assigned Users" tab, you can assign users to your project and further specify their access rights. 

How do I modify a user?  
To modify a user, click on the username. You will be redirected to the "Edit User Information" page. Make your changes, then click on the "Update" button. Only users with administrator access can modify users.

How do I delete a user?  
To delete a user, click on the username. You will be redirected to the "Edit User Information" page. Then, click on the "Delete" button. Since user deletion might be complex, make sure you delete any data related to the user before you delete the user itself (tasks, timesheets, etc.). HINT: You can set a user to "can't login" instead of deleting it.  

What is a user's status?  
There are two statuses for a user: "can login" and "cannot login." The user status is used to permit or deny the user to login to AceProject.  

How can I export users?
Simply click the Export link on top right of the main window. This option will allow you to export the list of users that is displayed on your screen. Exportation is available in two formats: CSV and Microsoft Excel. The following criteria can be set: Column Delimiter, Decimal Symbol and Date Format. Note that passwords cannot be exported, for privacy reasons.

 


Copyright 2001-2006 Websystems, Inc. All Rights Reserved.