From: Manager > Rolodex tables > Resources
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When creating new users by copy, all user attributes and roles are copied, not including personal information. |
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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1. Email- all email notifications except for login related notifications will be sent to this email address
2. Login emailEmail- all login-related emails will be sent to this address (password recovery, etc..)
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5. Approval manner- this will determine the resource resources reporting manner.
Monthly “Monthly resource reportreport”- select this if the resource gets paid once a month
Resource report“Resource report”- select this if the resource gets paid on a periodical basis (not monthly)
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7. Cannot be assigned- make sure it’s switched on ON if you want to be able to assign this resource to tasks
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9. Resource type- determines the color of the resource in the resources pull-down menu when assigning tasks and also can be used to target certain messages message types
10. Suggest to complete task after uploading a file - super Super important! Once on, after uploading a file, the user will be prompt to complete the task
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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
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