Resources page- Key fields when setting up users*

Owned by Maya Venturero
Last updated: Apr 24, 2024 by Sara Cunha
3 min read

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.

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.