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 The Plan On The Net .com User Guide  
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| Users, Groups And Access Permissions | |
| Anytime after the program office has been registered, the administrator can add users. | |
| Viewing List Of Existing Users | |
The user administration screen shows the complete list of
existing users and is available at
program office users.
When you first register with the system, only the administrator will be
listed.
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| Add A New User | |
To add a new user select the
program office users add user
link.
Enter all of the information for the new user and then select
add.
The new user should now be added to the list of existing users. To add another
user select
add user
again.
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| Delete A User | |
| From the user administration page, locate the user that you wish to delete by selecting a letter from the letter menu. Users will be listed based upon their last name. Select the delete user link for the user, and the user will be deleted (the system will ask for a confirmation). | |
| Changing User Profile (Administrator) | |
| Locate the user and select the modify link. | |
| Changing User Profile (User) | |
Users can change their own profiles by selecting
program office change profile.
Changing a user profile allows the name, login and/or the password of a user to be changed. | |
| Viewing Access Permissions | |
| When the modify link is selected for a particular user, the system will list all of the access permissions (by project) that a user currently has. | |
| Adding User Access Permissions | |
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Only the project owner can allow other users to access a project.
Unless you add permissions to a new user, the user will not be able to view or
modify project plans.
Select
program office To change access, select the change access link. From there simply check (or uncheck) access permissions and select submit. | |
| View | |
| This allows a user to view a project plan, but not make any modifications. | |
| Update Tasks And Resources | |
This allows a user to add, modify and delete resources and tasks for a
specific project.
This access automatically gives the user access to cost (financial)
information for the selected project.
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| Version Control | |
| This allows a user to take a version snapshot of a project plan and thereby increasing the version count of the project plan. The previous versions will still be readily accessible. | |
| View Costs | |
| This access allows a user to view cost information for a particular project. | |
| Add Issues | |
| This access allows a user to add new issues and followups for the selected project. Without this access, the user can still view the project issues list for any project. | |
| Creating Groups | |
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Groups provide a method for grouping users
so that access permissions can be handled in a more convenient manner.
Users can have membership in more than one group at a time.
Groups can be global or private. Global groups are created by the administrator and can be seen by all users within a program office. Private groups are created by individial users and can only be seen by the original creator of the group. | |
| Creating A New Group | |
To create a new group, select the
program office groups add group
link.
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| Deleting A Group | |
To delete a group, select the
program office groups delete
link.
The system will not let a group be deleted if it has members.
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| Listing Group Members | |
Select the
program office groups list
link for a particular group.
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| Adding And Removing Users From A Group | |
Select the
program office groups add/remove
link for a particular group.
The system will display a user pick screen from where you can
add or remove users.
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