There are some additional types of users in Projector that fulfill special roles in Projector. Please see these child pages for more information.
A user is someone who needs to log into Projector and enter their time/expenses, manage projects, run reports, administer projects, invoice, and much more.
Enter any part of a user's first name, last name, display name, or employee id. Projector will return any matching results. You can search for multiple users at once by putting the pipe character between their names. See Search MP for other advanced search techniques.
|Include Inactive||An inactive user is someone who cannot currently use the system. Tick this checkbox to add them to the results list.|
|Include Proxy Users||A proxy user is often used for people on vacation or to test permissions. Tick this checkbox to add proxied users to the results list.|
Click the Create New User button.
One reason to reset someone's password is to actually log in as them. For example, if someone left the company and you want to access their personal reports, you can reset their password.
Assign random password
A random password will be assigned. Make sure you tick the Send Email checkbox or your password will be reset and nobody will know what it is!
Specify a password
Enter an explicit temporary password like 'tempPass2013'. The next time the user logs in they will be prompted to change the temporary password to one of their own.
If you do not receive an email then please check your junk and spam filters. If you continue to have trouble please contact Projector Support.
Right click on a user and choose Clone User. The cloned user will have all the same permissions as the original. Useful when creating users that need to have duplicate, or near duplicate permission sets. If possible, you should be using User Types to control permission sets though.
The upper section of the editor contains basic contact information about a user, whether they are active (can log into Projector), and their time zone.
This field will auto-populate based on the information entered in the First Name, Middle Name, and Last Name fields, although you may override this procedure and type any name of your choosing.
This is your username when logging into Projector.
Enter the User's employee ID. This is the unique identifier used by your organization to distinguish employees, usually taken from an HR or payroll system.
Active users are allowed to log into Projector Web and Management Portal as their permissions allow.
Inactive users are unable to login and work in Projector Web or the Management Portal. You may use the inactive flag to:
Activate / Deactivate On
You can schedule the activation/deactivation of users for a date in the future. You might use this to deactivate a contractor who you knew would only be active for six months. Or set a new user active on their official hiring date. The change will occur at midnight on the day specified, based on the user's time zone.
Some companies wish to give their clients access to the Project Workspaces associated with that client. If this user login is for a client, check this box and select the client they are associated with. If you do not see the desired client in the drop-down menu, choose the <<lookup>> option, which opens the Select Client form, enabling you to locate the client.
If you choose to email invoices to your clients from Projector you will need to create a User profile for each email recipient. Be sure to check this box to ensure Projector recognizes the user as a client. There is no charge for client users who do not log into Projector and are only emailed an invoice
Override Time Zone
Check this box to enable the drop down list of available time zones. This time zone should equate to the location of the user and computer. We use local time in the following instances.
Client users are only allowed access to view their project workspaces and submit issues. Management portal access is explicitly denied. You cannot create a resource based on a client user. Also note that, once created as a User and Resource pair, even if the Resource is made inactive and management portal access removed the User cannot be converted to a Client access user.
User types are a very important concept in Projector. They define access rules, permissions, and notifications to groups of users - allowing you to make a change in one place and having it update many users at once. Before you start applying user types, you'll need to define them in the User Types Editor.
Some permissions have the ability to be governed on a per cost-center basis. For these you will see a blue dot displayed as either filled, half-filled, or empty. Assign permissions to users at any level of the cost center tree. Permissions cascade down from the cost center to all of its descendants. The table describes the three icons that graphically describe the permissions structure.
This cost center and all cost centers below are granted this permission
At least one cost center below the current cost center grants this permission
No cost centers at or below this level grant this permission
|Other Contact Information||Enter anything you like here. For instance IM address, Home Phone, or Location.|