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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.
If you have a group of similar users to create (for example a group of English to Spanish translators), create one, set all key attributes, and then copy the remaining users.

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. 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...)

3. Login active- when set to “On”, the user can log in to the system

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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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14. Subordinates- if the user is set as “Is manger” manager” (point 8 above), subordinates can be selected for him.

A non-admin manager will only see his subordinates 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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