Difference between revisions of "New user"

From TQAuditor Wiki
Jump to: navigation, search
(General information)
 
(31 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 the needed fields and press "'''Create'''" :
+
2. Fill in the needed fields and click "Create" :
  
 
[[File:Eva apple.png|border|170px]]
 
[[File:Eva apple.png|border|170px]]
  
<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"> '''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.
  
 
The system will send an invitation email to the created user.
 
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
+
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 roles'''==
 
=='''System roles'''==
Line 55: Line 58:
 
*Manage project participants.
 
*Manage project participants.
  
 +
*Access all the reports.
  
[old version]* View statistical reports about the work of translators and evaluators.
+
==='''Administrator'''===
::<span style="color:orange">'''[new version]'''</span> View translators' and evaluators' reports.
 
  
 +
A user with the "administrator" role can:
  
4. '''Administrator''' role allows to:
+
* Do the same actions as the manager.
::<span style="color:orange">'''[new version]'''</span> A user with the "administrator" role can:
 
  
 
+
* Define quality standard ([https://wiki.tqauditor.com/wiki/Quality_standard#Adjust_your_quality_standard adjust your quality standard])
* Do the same actions as Manager (described above).
 
::<span style="color:orange">'''[new version]'''</span> * Do the same actions as the manager (described above).
 
 
 
 
 
[old version] * Add, edit and remove users.
 
::<span style="color:orange">'''[new version]'''</span> Add, edit and delete user profiles.
 
 
 
 
 
* Define quality standards (e.g. mistake types, scores and quality levels).
 
::<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]'''</span> ::<span style="color:orange">'''Note:'''</span> an account owner can make other administrator the 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.