Difference between revisions of "New user"

From TQAuditor Wiki
Jump to: navigation, search
(→‎System role)
(→‎General information)
 
(37 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
''New user page: [http://cloud.tqauditor.com/user/create/ http://cloud.tqauditor.com/user/create]''
+
__FORCETOC__
 +
''New user page: [http://cloud.tqauditor.com/user/create/ cloud.tqauditor.com/user/create]''
 
----
 
----
−
1. To add a new user, go to '''Users → New user''':
+
=='''General information'''==
 +
 
 +
1. To add a new user, go to "Users" → "New user":
  
 
[[File:Add users.png|border|170px]]
 
[[File:Add users.png|border|170px]]
  
−
2. Fill in all the fields and press the "'''Create'''" button:
+
2. Fill in the needed fields and click "Create" :
−
::<span style="color:orange">'''[new version]'''</span> 2. Fill in the needed fields and press "'''Create'''" :
 
  
 
[[File:Eva apple.png|border|170px]]
 
[[File:Eva apple.png|border|170px]]
  
−
<span style="color:red"> '''Note''': </span> Only users with the marked '''"Can log in"''' checkbox can register, work in the system and get corresponding notifications.
+
::<span style="color:orange"> '''Note''': </span> if the "Can log in" checkbox is unmarked, the system will not send the invitation email and they will not be able to register and use the system.
−
::<span style="color:orange">'''[new version]'''</span> <span style="color:orange"> '''Note''': </span> only users with the marked "Can log in" checkbox can use the system and get email notifications.
 
−
 
 
−
 
 
−
The system will send a confirmation e-mail to the created user.
 
−
::<span style="color:orange">'''[new version]'''</span> The system will send an invitation email to the created user.
 
−
 
 
  
−
When registration confirmed, you will see date and time in the '''Registered at''' column.
+
The system will send an invitation email to the created user.
−
::<span style="color:orange">'''[new version]'''</span> Once the invitation is accepted, you will see the date and time in the "'''Registered at'''" column
 
  
 +
Once the invitation is accepted, you will see the date and time in the "Registered at" column.
  
−
You may also '''Edit user details''' or '''Resend invitation''' (for this, click on the required user ID).
+
You may also edit user details and resend the invitation email (for this, click on the required user ID).
  
−
=='''System role'''==
+
=='''System roles'''==
 
 
−
[old version] There are 4 types of users with different roles in the system:
+
There are 4 roles in the system: translator, evaluator, manager, administrator.
−
::<span style="color:orange">'''[new version]'''</span> Users can have one of the following roles in the system: translator, evaluator, manager, administrator.
 
−
 
 
−
 
 
−
1. '''Translator''' role allows to:
 
−
::<span style="color:orange">'''[new version]'''</span> A user with the "translator" role can:
 
−
 
 
−
::<span style="color:orange">'''[new]'''</span> *Use the quick compare feature
 
−
 
 
−
 
 
−
[old version] * View the reports about made corrections and the evaluated translations made by that translator.
 
−
::<span style="color:orange">'''[new version]'''</span> View the comparison reports and evaluation reports about the projects to which they are assigned.
 
−
 
 
−
 
 
−
[old version] * Add comments about the corrections and send the project for reevaluation.
 
−
::<span style="color:orange">'''[new version]'''</span> Add comments regarding the mistakes and request the reevaluation of the project
 
−
 
 
−
 
 
−
[old version] * View statistical reports about translations quality for that translator.
 
−
::<span style="color:orange">'''[new version]'''</span> View reports about quality of their translations.
 
−
 
 
−
2. '''Evaluator''' role allows to:
 
−
::<span style="color:orange">'''[new version]'''</span> A user with the "evaluator" role can:
 
−
 
 
−
 
 
−
* Do the same actions as Translator (described above).
 
−
::<span style="color:orange">'''[new version]'''</span>* Do the same actions as the translator (described above).
 
−
 
 
−
 
 
−
[old version] * Compare the files to generate the report of corrections.
 
−
::<span style="color:orange">'''[new version]'''</span> Create comparison reports.
 
−
 
 
−
 
 
−
[old version] * Classify each correction by mistake type and severity.
 
−
::<span style="color:orange">'''[new version]'''</span> Evaluate projects by adding mistakes and classifying them by a mistake type and severity.
 
−
 
 
−
::<span style="color:orange">'''[new]'''</span> View reports about quality of their translations.
 
−
 
 
  
−
[old version] * View statistical reports about evaluations for that evaluator.
+
==='''Translator'''===
−
::<span style="color:orange">'''[new version]'''</span> View their evaluation reports.
 
  
−
3. '''Manager''' role allows to:
+
A user with the "translator" role can:
−
::<span style="color:orange">'''[new version]'''</span> A user with the "manager" role can:
 
  
 +
*View the comparison and evaluation reports within the corresponding projects.
  
−
* Do the same actions as Evaluator (described above).
+
*Add comments to the mistakes and request the reevaluation.
−
::<span style="color:orange">'''[new version]'''</span> * Do the same actions as the evaluator (described above).
 
  
 +
*View reports on their translation quality.
  
−
[old version] * Create and launch evaluation projects.
+
==='''Evaluator'''===
−
::<span style="color:orange">'''[new version]'''</span> Create projects.
 
  
 +
A user with the "evaluator" role can:
  
−
[old version]* Edit general information about the project.
+
*Upload the files for evaluation.
−
::<span style="color:orange">'''[new version]'''</span> Edit general information about the projects.
 
  
 +
*Create comparison reports.
  
−
[old version] * Assign and change different project participants.
+
*Evaluate the translations.
−
::<span style="color:orange">'''[new version]'''</span> Assign and reassign project participants.
 
  
−
::<span style="color:orange">'''[new]'''</span> Add users and edit profile details of existing users.
+
*View the corresponding reports.
  
 +
==='''Manager'''===
  
−
[old version]* View statistical reports about the work of translators and evaluators.
+
A user with the "manager" role can:
−
::<span style="color:orange">'''[new version]'''</span> View translators' and evaluators' reports.
 
  
 +
*Add users and edit their profile details.
  
−
4. '''Administrator''' role allows to:
+
*Create projects.
−
::<span style="color:orange">'''[new version]'''</span> A user with the "administrator" role can:
 
  
 +
*Edit project details.
  
−
* Do the same actions as Manager (described above).
+
*Manage project participants.
−
::<span style="color:orange">'''[new version]'''</span> * Do the same actions as the manager (described above).
 
  
 +
*Access all the reports.
  
−
[old version] * Add, edit and remove users.
+
==='''Administrator'''===
−
::<span style="color:orange">'''[new version]'''</span> Add, edit and delete user profiles.
 
  
−
::<span style="color:orange">'''[new]'''</span> * Make other manager an account owner.
+
A user with the "administrator" role can:
  
 +
* Do the same actions as the manager.
  
−
* Define quality standards (e.g. mistake types, scores and quality levels).
+
* Define quality standard ([https://wiki.tqauditor.com/wiki/Quality_standard#Adjust_your_quality_standard adjust your quality standard])
−
::<span style="color:orange">'''[new version]'''</span> * Define quality standard (e.g. mistake types, scores, quality levels, etc.).
 
  
 
* Edit system settings.
 
* Edit system settings.
  
−
* Send messages to users.
+
===='''Account owner'''====
  
−
::<span style="color:orange">'''[new version of the "New user creation rules" paragraph]'''</span> <span style="color:orange">'''Note:'''</span> Only managers and administrators can add new users: the manager can add new users only with translator or evaluator roles; the administrator can add new users with any role.
+
Only an account owner can import users from Excel and transfer the account ownership ([https://wiki.tqauditor.com/wiki/Change_account_owner change account owner])
−
Only the account owner can add users by importing user information from Excel.
 
  
 
=='''New user creation rules'''==
 
=='''New user creation rules'''==
  
−
[old version] 1. A new user can be created by the user with the following roles:
+
Only managers and administrators can add new users:  
−
   
+
* The manager can add new users with "translator" or "evaluator" roles.
−
* Account owner
 
−
   
 
−
* Administrator
 
−
   
 
−
* Manager
 
−
 
 
−
2. The user can create a new user only with a role below his own:
 
−
   
 
−
*Account owner—can create users with any role.
 
−
 
 
−
*Administrator—can create users with Manager, Evaluator and Translator roles.
 
−
   
 
−
*Manager—can create users with Evaluator and Translator roles.
 
−
   
 
−
*Evaluator and Translator—can’t create users.
 
  
−
3. The import from Excel option allows creating users with any roles, so this feature is available only for the Account owner.
+
* The administrator can add new users with "translator", "evaluator" or "manager" roles.
  
−
[[File:Redirect.jpg|40px|link=Users]] Back to the '''table of contents'''.
+
* Only the account owner can add users with the "administrator" role.

Latest revision as of 14:40, 6 May 2022

New user page: cloud.tqauditor.com/user/create

General information

1. To add a new user, go to "Users" → "New user":

Add users.png

2. Fill in the needed fields and click "Create" :

Eva apple.png

Note: if the "Can log in" checkbox is unmarked, the system will not send the invitation email and they will not be able to register and use the system.

The system will send an invitation email to the created user.

Once the invitation is accepted, you will see the date and time in the "Registered at" column.

You may also edit user details and resend the invitation email (for this, click on the required user ID).

System roles

There are 4 roles in the system: translator, evaluator, manager, administrator.

Translator

A user with the "translator" role can:

  • View the comparison and evaluation reports within the corresponding projects.
  • Add comments to the mistakes and request the reevaluation.
  • View reports on their translation quality.

Evaluator

A user with the "evaluator" role can:

  • Upload the files for evaluation.
  • Create comparison reports.
  • Evaluate the translations.
  • View the corresponding reports.

Manager

A user with the "manager" role can:

  • Add users and edit their profile details.
  • Create projects.
  • Edit project details.
  • Manage project participants.
  • Access all the reports.

Administrator

A user with the "administrator" role can:

  • Do the same actions as the manager.
  • Edit system settings.

Account owner

Only an account owner can import users from Excel and transfer the account ownership (change account owner)

New user creation rules

Only managers and administrators can add new users:

  • The manager can add new users with "translator" or "evaluator" roles.
  • The administrator can add new users with "translator", "evaluator" or "manager" roles.
  • Only the account owner can add users with the "administrator" role.
Retrieved from "https://wiki.tqauditor.com/index.php?title=New_user&oldid=4239"