From: Manager > Rolodex > Resources > Magnifying glass
All user attributes, besides personal information, will be copied when copying users.
If you have a group of similar users to create, create one, check all key attributes, and then copy the remaining users.
Email- all email notifications except for login related notifications will be sent to this email address
Login email- all login-related emails will be sent to this address (password recovery etc..)
Login active- the user can login to the system
Display name- the resource’s name in the system
5. Approval manner- this will determine the resource reporting manner.
Monthly resource report- select this if the resource gets paid once a month
Resource report- select this if the resource gets paid on a periodical basis (not monthly)
6. 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.
7. Cannot be assigned- make sure it’s switched on if you want to be able to assign this resource to tasks
8. Is manager- set this On for all non-basic users
9. Resource type- determines the color of the resource in the resources pull-down menu when assigning tasks
10. Suggest to complete task after uploading a file- super important! Once on, after uploading a file, the user will be prompt to complete the task
11. Resource active- the user can be assigned to tasks
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 sources can be assigned to
14. Subordinates- if the user is set as “Is manger” (point 8 above), subordinates can be selected for him. A manager (nin-admin)will only see his subordinates in monitoring pages).