...
Any user who needs to access the system requires a resource. New resources can be created by users with the required permissions (administrators or managers) from the from Administrator > Web administrator > Logins or Manager > Rolodex tables > Resources pages.
...
To create a new resource from Administrator > Web administrator > Logins or Manager > Rolodex tables > Resources, the user needs to copy from a resource who already has the roles and properties they want the new resource to should have. For example, to create a project manager, copy from a resource that is already a project manager.
...
First name - Combined with the last timename, will be the name the resource will have in the system
Last name - Combined with the first timename, will be the name the resource will have in the system
Login name - The name that the resource will use to log into the system
Email - The email address in which the user will receive the credentials and link to the system
Send password link by email - if on, after creating the resource, an email will be automatically sent out. If off, this can be done later.
...
After filling out the mandatory fields, it’s possible to select which properties should be copied to the new resource:
...
Role groups - the role groups the original resource is linked to. Resources should always be part of at least one a numbered role group.
Roles - roles the original resource is directly linked to (roles that are not part the role groups they’re already linked to).
Teams - the teams the original resource is part of.
RT supported - If the resource can be assigned to Realtime orders (Realtime module only).
Rate list groups - groups the original resource is linked to.
Rate lists - lists the original resource is linked to.
Rates - rates the original resource is linked to.
| Note |
|---|
If a property is deselected, it will be created empty. |
...
If some of the above properties are not selected, please make sure to set up the resource’s skills and the key information related to the new resource, otherwise the resource will not be able to be assigned to tasks available for assignment or not be connected to the required rates.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Quick tip: When needing to create multiple resources at once, it’s recommended to set up one resource with all the required languages, tasks and role groups, and then create the necessary resources by copying from this one. |
Also note that, if the email entered is already being used in Toolkit, the “Create” button will be disabled and the following warning message will be displayed:
...
Sending the welcome email (individual users)
...
From the popup, two different emails can be sent: the Password recovery email (2), for users needing to recover their password, or the Welcome email (3), which contains not the required information to log in to the system for the first time (link to the system, login name, as well as a link to set the password for the first time).
| Info |
|---|
After selecting the email type, all resources visible on screen will receive the emailit. |
Duplicating a resource’s properties
If a resource needs to be changed to match an existing one, the target resource’s properties can be copied over from Administrator > Web administrator > Logins or Manager > Rolodex tables > Resources by following these steps:
Click on “Copy” icon next to the resource they want to duplicate from.
In the dropdown menu select “Duplicate user’s properties”.
In the “To” field, select the resource the properties should be copied to.
Once the requires User required user properties have been selected, click on “Duplicate” to finish the process.
...
| Info |
|---|
This process will overwrite the target’s properties. |
Duplicating properties to multiple resources
...
Click on “Copy” icon next to the resource they want to duplicate from.
In the dropdown menu select “Duplicate user’s properties”.
Click on the magnifying glass next to the “To” field.
...
Select Within the popup, select the resources that should inherit the original resource’s properties.
Alternatively, use “Select all” to select all currently visible resources.
Click on “Save & Close” to return to the previous page.
...
The previous page will reflect the selectionnow have an indication of how many resources were selected:
...
Select the properties that should be copied over.
7-9. The source/target languages, tasks and order types of the original resource. Please refer to our Resource configuration help files for more details.
Role groups - the role groups the original resource is linked to. Resources should always be part of at least one a numbered role group.
Roles - roles the original resource is directly linked to (roles that are not part the role groups they’re already linked to).
Teams - the teams the original resource is part of.
RT supported - If the resource can be assigned to Realtime orders (Realtime module only).
Rate list groups - groups the original resource is linked to.
Rate lists - lists the original resource is linked to.
Rates - rates the original resource is linked to.
Once the selection is done, click on “Duplicate” (17) to finish the process.
| Info |
|---|
If a property is deselected, the original property of the target resource will be keptThis process will overwrite the targets' properties. |
...