From: Manager > Rolodex tables > Resources
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When creating new users by copy, all user attributes and roles are copied, besides not including 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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21. Email- all email notifications except for login related notifications will be sent to this email address3. It’s also used for the Toolkit projects
2. Login emailEmail- all login-related emails will be sent to this address (password recovery, 2-factor authentication, etc...)
43. Login active- when set to “On”, the user can log in to the system
54. Display name- the resource’s name in the system
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65. 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)
76. Reports by timesheet- acts as a time punch card. The resource checks in when he starts working and checks out once finished. At the end of the month, he approves his report and a manager can review it.
87. Cannot be assigned- make sure it’s switched on ON if you want to be able to assign this resource to tasks
98. Is manager- set this to “On” for all non-basic users
109. 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
1110. 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
1211. Resource active- when set to “On”, the user can be assigned to tasks
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1312. Time-zone, Time and date preferences- make sure all set correctly for the user
1413.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
1514. Subordinates- if the user is set as “Is manger” manager” (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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15. Payment manner- determines how payments are processed. Monthly resource report will group payments by month. Resource reports allow for payments to be processed using any time frame and to be further broken down, if needed.
For more details, please check https://ooona.atlassian.net/wiki/x/AoAac.
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