From: Manager > Rolodex tables > Resources
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When creating new users by copy, all user attributes and roles, besides personal information, will be copied. |
Role group- first, check the role group affiliation of the user to make sure the user has the required access level and permissions
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2. Login email- all login-related emails will be sent to this address (password recovery, etc..)
3. Login active- when set to “On”, the user can log in to the system
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12. Time-zone, Time and date preferences- make sure all set correctly for the user
13.Skills for task assignment- Super important! Will determine to which tasks this resource can be assigned to
Setting up resources skills to be able to assign them to tasks
14. Subordinates- if the user is set as “Is manger” (point 8 above), subordinates can be selected for him.
A manager, non-admin , manager will only see his subordinates in on monitoring pages.
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