Difference between revisions of "New user"

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

Latest revision as of 15:40, 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"