Project Detail View: Difference between revisions
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=== Users === | === Users === | ||
In the ''Users'' tab you have the option to invite new users or search for invited individuals. | In the "''Users"'' tab you have the option to invite new users or search for invited individuals. | ||
* To invite users, use the | * To invite users, use the “''Invite Users”'' field where you can enter the invitee’s email address. Upon clicking the ''“Invite”'' button, an automatic registration email will be dispatched. | ||
* Utilize the | * Utilize the ''"Search User"'' feature to verify invitations or determine if a person is already registered. Simply enter the email address and click the ''“Search”'' button, the associated email will be displayed above. | ||
[[File:InUworld - Admin Invite Users.png|none|thumb|765x765px]] | [[File:InUworld - Admin Invite Users.png|none|thumb|765x765px]] | ||
== Companies == | == Companies == | ||
Companies can be organized in the ''Companies'' tab. | Companies can be organized in the "''Companies"'' tab. | ||
* Create Company | * Create Company | ||
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=== Create Company === | === Create Company === | ||
* To add a company, enter the name and the VAT number of the company and click on the ''Create'' button. | * To add a company, enter the name and the VAT number of the company and click on the ''"Create"'' button. | ||
=== Select a Company === | === Select a Company === | ||
* Search for a company by entering the name and clicking on ''Search''. An already existing company is displayed above. | * Search for a company by entering the name and clicking on "''Search"''. An already existing company is displayed above. | ||
=== Show / Add / Remove Users from Company === | === Show / Add / Remove Users from Company === | ||
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* Click on the company | * Click on the company | ||
** To display all users of a company → Click the ''Show Users of Company'' button | ** To display all users of a company → Click the "''Show Users of Company"'' button | ||
** To add a user → Search the user, select the user and click the ''Add User'' button | ** To add a user → Search the user, select the user and click the "''Add User"'' button | ||
** To remove a user → Search the user, select the user and click on the ''Remove User'' button | ** To remove a user → Search the user, select the user and click on the "''Remove User"'' button | ||
=== Show / Add / Remove Projects from Company === | === Show / Add / Remove Projects from Company === | ||
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* Click on the company | * Click on the company | ||
** To show all projects of the selected company → Click on the ''Show Projects of Company'' button | ** To show all projects of the selected company → Click on the "''Show Projects of Company"'' button | ||
** To add a project to a company → Click on the ''Add Project'' button | ** To add a project to a company → Click on the "''Add Project"'' button | ||
** To remove a project from a company → Click on the ''Remove Project'' button | ** To remove a project from a company → Click on the "''Remove Project"'' button | ||
Revision as of 06:23, 13 February 2024
Project Detail View
The Project Detail View is the internal area for a specific project and the entry point for a user to explore, manage and interact with the files.
Within the Project Detail View, you can:
- Open the viewer
- Collaborate
- Access documentation
- Manage users:
- Customize project settings
- View maps
Admin
On the Admin Page you can invite users to the platform, create and manage companies and add users to specific projects. This section enables the creation of new projects.
Users
In the "Users" tab you have the option to invite new users or search for invited individuals.
- To invite users, use the “Invite Users” field where you can enter the invitee’s email address. Upon clicking the “Invite” button, an automatic registration email will be dispatched.
- Utilize the "Search User" feature to verify invitations or determine if a person is already registered. Simply enter the email address and click the “Search” button, the associated email will be displayed above.
Companies
Companies can be organized in the "Companies" tab.
- Create Company
- Search Company
- Assign User to Companies
- Show / Add / Remove Projects from Companies
Create Company
- To add a company, enter the name and the VAT number of the company and click on the "Create" button.
Select a Company
- Search for a company by entering the name and clicking on "Search". An already existing company is displayed above.
Show / Add / Remove Users from Company
To show, add or remove a user of a company, do the following steps:
- Select a company
- Click on the company
- To display all users of a company → Click the "Show Users of Company" button
- To add a user → Search the user, select the user and click the "Add User" button
- To remove a user → Search the user, select the user and click on the "Remove User" button
Show / Add / Remove Projects from Company
- Select a company
- Click on the company
- To show all projects of the selected company → Click on the "Show Projects of Company" button
- To add a project to a company → Click on the "Add Project" button
- To remove a project from a company → Click on the "Remove Project" button