Admin Panel

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.

• Invite User: 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.
• Search user: 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.

Show / Add / Remove User from Project

• Select the project
  • To see all users who have access to this project → Click on the "Show Project User" button
• To add or remove a user, enter the name and click on the "Search" button
• Select the user
  • To add a user to a project → Click on the "Add User" button
  • To remove a user from a project → Click on the "Remove User" button

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

Projects

Projects can be organized in the "Projects" tab.

• Edit Projects Features
• Show / Add / Remove Users of a Project
• Change Rights of a User of a Project

Show / Add / Remove User from Project

• Enter the name of the project and click on the "Search" button
• Select the project
  • To see all users who have access to this project → Click on the "Show Project User" button
• To add or remove a user, enter the name and click on the "Search" button
• Select the user
  • To add a user to a project → Click on the "Add User" button
  • To remove a user from a project → Click on the "Remove User" button

Edit Rights of a User

• Enter the name of the project and click on the "Search" button
• Select the project
• Enter the name and click on the "Search" button
• Select the user
  • To edit the rights → Click on the "Edit Features of User" button
  • Select the rights and click on the "Save" button