From: Manager > Rolodex tables > Resources
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
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 Email- 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
4. Display name- the resource’s name in the system
5. Approval manner- this will determine the resources 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 to “On” for all non-basic users
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 message types
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- when set to “On”, 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 resource can be assigned to
Setting up resources skills to be able to assign them to tasks
14. Subordinates- if the user is set as “Is manager” (point 8 above), subordinates can be selected for him.
A non-admin manager will only see his subordinates on monitoring pages.
