513 lines
42 KiB
Plaintext
513 lines
42 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "People. Getting Started";
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MetaKeyWords = "profile, subscriptions, access rights, portal user, portal administrator, add user, invite user";
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MetaDescription = "Edit user profile, manage subscriptions, connect social accounts, add or invite new users, create groups, manage access rights";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Blogs Rating";
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guides.RelatedTips = "Need to learn whose blog is the most popular one? You can do that looking at the blogs rating.";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter GettingStarted">
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<ul class="TableOfContents">
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<li><span class="gs_link gs_active" id="all">All</span></li>
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<li><span class="gs_link" id="Overview">Overview</span></li>
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<li><span class="gs_link" id="EditingProfile">Editing profile</span></li>
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<li><span class="gs_link" id="AddingUsers">Adding new portal members</span></li>
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<li><span class="gs_link" id="ManagingAccessRights">Managing access rights</span></li>
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<li><span class="gs_link" id="DeletingProfile">Reassigning data when deleting profiles</span></li>
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<li><span class="gs_link" id="TrackingBirthdays">Keeping track of birthdays</span></li>
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<li><span class="gs_link" id="CardDAV">Enabling CardDAV synchronization</span></li>
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<li><span class="gs_link" id="ChangingPeopleSettings">Changing People module settings</span></li>
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</ul>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-people/onlyoffice-people.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/edit-profile/edit-profile.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/add-users/add-users.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/invite-people/invite-people.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/create-groups/create-groups.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/manage-access-rights/manage-access-rights.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/access-level/access-level.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/change-photo/change-photo.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/track-birthdays/track-birthdays.ascx" /></li>
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</ul>
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</div>
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<div class="gs_content" id="Overview_block">
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<h2>Overview</h2>
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<div class="PortalHelp">
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<p><b>People</b> is a module where all portal members as well as group participants are displayed.</p>
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<p>There can be two types of members on your portal:</p>
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<ul>
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<li><b>Users</b> - they are portal members who take an active part in portal life and can create their own content.</li>
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<li><b>Guests</b> - they are external users with view-only permissions.</li>
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</ul>
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<p>Every member has one of the following statuses:</p>
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<ul>
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<li><b>Active</b> - such portal members are visible in the main list, have already confirmed their registration email address, receive email notifications and can collaborate with other portal members.
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</li>
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<li><b>Pending</b> - such people were added to the portal or changed their registration email address on their profile page, but haven't confirmed it yet. They can log in to the portal and collaborate with other members, but won't receive any email notifications.
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<div class="notehelp">If you are using the cloud version, users with the <b>Pending</b> status are included into the overall active users number on your portal <b>Pricing</b> page.</div>
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</li>
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<li><b>Disabled</b> - such portal members were transferred to the list of disabled members that can be viewed by selecting the appropriate filter option. They can't log in to the portal any more.</li>
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</ul>
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<div class="notehelp">The <a class="see_also" href="#ManagingAccessRights_block">full access administrators</a> can change the portal members' type and status by selecting them in the list and clicking the 'Change Type' or 'Change Status' button at the top or on their profile page. Please bear in mind that it's impossible to change type for the administrators.</div>
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</div>
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</div>
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<div class="gs_content" id="EditingProfile_block">
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<h2>Editing profile</h2>
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<div class="PortalHelp">
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<p>Every active portal member can edit his own profile. To do that,</p>
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<ol>
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<li>click the link with your name in the right upper corner</li>
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<li>select the <b>Profile</b> option</li>
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<li>press the <b>Edit Photo</b> button at the bottom of the current profile photo to upload another one and select the image area that will be displayed as your avatar photo</li>
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<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/actionsicon.png")%>" /> icon above your photo and select one of the following options depending on your goal:
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<ul>
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<li><b>Edit</b> - to change personal information displayed on your profile page: first or last name, registration date, title, location, sex, date of birth, contact details, avatar photo</li>
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<li><b>Change password</b> - to change your password you use to log in to the portal (you can do that also by clicking the <img alt="Edit Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/editicon.png")%>" /> icon next to the current password on your profile page)
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<div class="notehelp">
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Your password must be at least <b>8</b> but no more than <b>30</b> characters long.
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</div>
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</li>
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<li><b>Change email</b> - to change your registration email address (you can do that also by clicking the <img alt="Edit Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/editicon.png")%>" /> icon next to the current email on your profile page)</li>
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<li><b>Edit Photo</b> - to upload another photo and select the image area that will be displayed as your avatar photo</li>
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<li><b>Delete my profile</b> - to receive instructions per email on how to do that</li>
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</ul>
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</li>
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</ol>
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<div class="screen_block">
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<img alt="Editing Profile" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/EditProfile.png")%>" />
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<img alt="Editing Profile" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/EditProfile.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>In case <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-people.aspx#tfauthentication")%>">two-factor authentication</a> is enabled in the portal settings, you can also change your <b>Primary Mobile Phone</b>. After you click the <img alt="Change phone number Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/editicon.png")%>" /> icon, the information window will open. Press <b>OK</b>. You'll be redirected to another page, where you will be able to specify a different phone number and press the <b>Enter number</b> button to save it. You'll receive an SMS with a verification code to your new mobile phone.</p>
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<div class="notehelp">
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The <a class="see_also" href="#ManagingAccessRights_block">full access administrators</a> can edit not only their own profiles but also other portal members' profiles. For this purpose,
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<ol>
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<li>find the needed person in the portal members list and open his/her profile page</li>
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<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/actionsicon_gray.png")%>" /> icon next to the member's name and select one of the available options (they coincide with the options listed above, the only difference is the <b>Disable</b> option that is used to move the portal member to the list of disabled members who can't log in to the portal any more).</li>
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</ol>
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</div>
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<p>Being a portal member, you can also change the portal language within your account. For this purpose, open your profile page and select one of the available options in the <b>Language</b> dropdown list. By default, the portal is displayed in the language chosen in the common portal settings by a <a class="see_also" href="#ManagingAccessRights_block">full access administrator</a>.</p>
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<div class="notehelp">
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You can find the list of languages already available and that will be available at your portal in the nearest future in this <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/available-languages.aspx")%>">article</a>. If you'd like to contribute to the online office translation, please read this <a href="<%=VirtualPathUtility.ToAbsolute("~/guides/become-translator.aspx")%>">article</a> to learn how to do that.
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</div>
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<div class="screen_block">
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<img alt="Changing Language" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/ChangeLanguage.png")%>" />
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<img alt="Changing Language" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/ChangeLanguage.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>To facilitate your login to the portal, you can use one of your social accounts at Google, Facebook, Twitter, or LinkedIn. To connect it, please</p>
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<ol>
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<li>open your profile page clicking the link with your name in the right upper corner and selecting the <b>Profile</b> option</li>
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<li>click the <b>Connect</b> link under the needed social network icon</li>
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<li>enter your email address and password into the corresponding fields within the opened window</li>
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<li>allow the online office to access your account data pressing the appropriate button</li>
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</ol>
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<p>It's also possible to manage your subscriptions within all portal modules on your profile page. To view the whole list of the portal content you are subscribed to, click the <b>Show</b> link next to the <b>Subscriptions</b> caption.
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Here you can unsubscribe from the content that isn't interesting to you any more and change the way you want to be informed about updates selecting one of the available notification types: via Talk, email or both. For further information, please refer to this <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/workspace-managing-subscriptions.aspx")%>">article</a>.</p>
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<p>You can also disable or enable back tooltips that appear on the screen to introduce you to the basic features of each module when you log in for the first time or to inform you of new features added. Click the <b>Show</b> link next to the <b>Tooltips</b> caption and click the on-off control. The tooltips will be enabled or disabled for all modules at once.</p>
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<div class="screen_block">
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<img alt="Managing Subscriptions" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/ManageSubscriptions.png")%>" />
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<img alt="Managing Subscriptions" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/ManageSubscriptions.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</div>
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</div>
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<div class="gs_content" id="AddingUsers_block">
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<h2>Adding new portal members</h2>
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<div class="PortalHelp">
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<p>As a portal owner or <a class="see_also" href="#ManagingAccessRights_block">full access administrator</a>, you can add new members to the portal.</p>
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<h5 id="invitationlink">Use invitation link</h5>
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<p>If you've created your portal recently and have not yet added users, the <img alt="Invite users to portal icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/inviteusers.png")%>" /> <b>Invite users to portal</b> button is available on the left side panel in each portal module. It allows you to quickly and easily invite new members to your portal so that they could join it:</p>
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<ol>
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<li>click the <img alt="Invite users to portal icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/inviteusers.png")%>" /> <b>Invite users to portal</b> button
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<p>The invitation link will be copied to the clipboard right away and the <b>Invitation Link</b> window will open allowing you to adjust additional link settings:</p>
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<ul>
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<li>check the <b>Add users as guests</b> box to invite people who will have view-only permissions on your portal (if you want these people to create portal content, leave this box unchecked). After you change this parameter do not forget to copy the renewed link using the <b>Copy link</b> option.</li>
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<li>you can also <b>Get the shortened link</b> which is more suitable for adding to your message</li>
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</ul>
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</li>
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<li>paste the copied link into your invitation message and send it or share the link via social networks using the corresponding icons in the <b>Invitation Link</b> window</li>
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</ol>
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<p>The link is valid for 7 days only.</p>
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<div class="notehelp">
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Later you can click the <img alt="Additional Options button" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/auxbutton.png")%>" /> button in the left upper corner within the <b>People</b> module and select the <b>Invitation Link</b> option to copy the invitation link and open the corresponding window.
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</div>
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<div class="screen_block">
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<img alt="Sending Invitation Link" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/SendInvitationLink.png")%>" />
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<img alt="Sending Invitation Link" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/SendInvitationLink.png")%>" />
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<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<h5 id="manually">Add users manually</h5>
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<p>You can also add portal members manually one by one:</p>
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<ol>
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<li>click the <b>Create</b> button in the left upper corner within the <b>People</b> module</li>
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<li>select the <b>User</b> or <b>Guest</b> option from the dropdown list</li>
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<li>fill in the fields marked with asterisk - first and last name as well as email address.
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<p>When creating a user you can specify an existing email address or create a new email on the domain previously connected in the <b>Mail</b> module. For a guest you can specify an existing email address only. To create a new mailbox for a user, click the <b>Create email on domain</b> link. Enter a user name for the new mailbox in the entry field. If you have several domains connected in the <b>Mail</b> module select the necessary domain from the drop-down list.</p>
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<p>When creating a user/guest it's also possible to create a temporary password so that the user/guest can access the portal for the first time (he/she can change this password later at his/her profile page). To create a password click the <b>Set password</b> link. Once you click this link, the field becomes obligatory. You can enter a password manually or generate it automatically. The password is validated as you type, its compliance with the password strength requirements is indicated by color. To generate a new password automatically click the <img alt="Generate password" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/generatepassword.png")%>" /> icon. The requirements for the password generation and validation are determined by the <b>Password Strength Settings</b> specified in the portal <b>Security</b> settings. </p>
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<div class="notehelp">
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The password must be at least <b>8</b> but no more than <b>30</b> characters long.
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</div>
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<p>The specified email and password can be copied to the clipboard by clicking the <b>Copy email and password</b> link.</p>
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<div class="notehelp">
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You can also select a group (or even several groups) the user/guest will belong to, enter his/her title and location, upload an avatar photo, etc. The registration date is set to the current date by default, but you can change it clicking within the field.
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</div>
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</li>
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<li>click the <b>Save</b> button</li>
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</ol>
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<div class="screen_block">
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<img alt="Adding Users" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/AddUsers.png")%>" />
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<img alt="Adding Users" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/AddUsers.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>Right after that the newly added member's profile page opens and an email notification with a link for accessing the portal is sent to him/her. The new portal member gets the pending status till he/she confirms his/her registration email address. In the portal members list he/she will be marked with the <img alt="Pending Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/pendingicon.png")%>" /> icon at his/her avatar photo. After the email confirmation the guests get the <img alt="Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/guesticon.png")%>" /> icon on their avatar photo and administrators - the <img alt="Administrator Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/administratoricon.png")%>" /> icon. The portal owner is marked with the <img alt="Owner Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/ownericon.png")%>" /> icon.</p>
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<p>The link sent in the notification is valid for 7 days only. If the user doesn't manage to complete the registration by following the link in time, you can resend this notification clicking the <b>Send invitation once again</b> link on his/her profile page. If there are several users who exceeded the time limit given for email confirmation, click the <img alt="Additional Options button" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/auxbutton.png")%>" /> button in the left upper corner and select the <b>Send invitations once again</b> option or select the needed members in the list and click the <b>Send activation link once again</b> button at the top.</p>
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<h5>Import people</h5>
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<p>To save time, you can also add users all at once from:</p>
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<ul>
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<li>your Google account - for further instructions read this <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/import-contacts-from-web.aspx")%>">article</a></li>
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<li>your mail client address book - for further instructions read this <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/import-contacts-from-mail-client.aspx")%>">article</a></li>
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<li>a CSV file - for further instructions read this <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/import-contacts-from-csv.aspx")%>">article</a></li>
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</ul>
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<div class="notehelp">You can also add guests all at once. For further instructions please refer to this <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/add-guests.aspx")%>">article</a>.</div>
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<h5 id="groups">Create groups</h5>
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<p>While adding members, you will certainly need to create new groups. To do that,</p>
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<ol>
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<li>click the <b>Create</b> button in the left upper corner within the <b>People</b> module</li>
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<li>select the <b>Group</b> option from the dropdown list</li>
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<li>enter the group <b>Title</b> into the field marked with asterisk</li>
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<li>assign the group <b>Head</b> by clicking the <b>Choose user</b> link and selecting one of the existing users/guests or creating a new profile</li>
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<li>add group <b>Members</b> by clicking the <b>Add members</b> link and selecting the existing users/guests or creating new profiles one by one</li>
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<li>click the <b>Save</b> button</li>
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</ol>
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<div class="screen_block">
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<img alt="Adding Groups" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/AddGroup.png")%>" />
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<img alt="Adding Groups" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/AddGroup.png")%>" />
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<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</div>
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</div>
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<div class="gs_content" id="ManagingAccessRights_block">
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<h2>Managing access rights</h2>
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<div class="PortalHelp">
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<p>There are three main access levels within portal: <b>Guest</b> with view-only permissions, <b>user</b> with basic privileges and <b>administrator</b> with advanced privileges.</p>
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<p>Among administrators there are:</p>
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<ul>
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<li><b>module administrators</b> managing one particular module or several of them</li>
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<li><b>full access administrators</b> managing all portal moduls</li>
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<li><b>portal owner</b> having control over the whole portal</li>
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</ul>
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<h5 id="changeowner">Changing portal owner</h5>
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<p>Actually, the portal owner is the person who created the portal. If he wants to appoint another portal member to this position, he needs to:</p>
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<ol>
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<li>switch to the portal settings choosing the <b>Settings</b> option in the top menu,</li>
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<li>expand the <b>Security</b> section on the left-side panel and select the <b>Access Rights</b> subsection,</li>
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<li>click the <b>Choose Owner</b> link under his photo in the <b>Portal Owner</b> section,</li>
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<li>select a person from the dropdown list,</li>
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<li>click the <b>Change Portal Owner</b> button,</li>
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<li>check the mail box and follow the confirmation link sent in the email message.</li>
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</ol>
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<div class="screen_block">
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<img alt="Changing Portal Owner" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/ChangePortalOwner.png")%>" />
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<img alt="Changing Portal Owner" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/ChangePortalOwner.png")%>" />
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<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>The portal owner has the same permissions as full access administrators and can perform the following operations:</p>
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<table class="table_versionlist">
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<tr>
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<th>Full Access Administrator</th>
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<th>Portal Owner</th>
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</tr>
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<tr>
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<td>
|
|
<a class="see_also" href="#AddingUsers_block">add portal members</a><br />
|
|
<a class="see_also" href="#EditingProfile_block">edit member profiles</a><br />
|
|
appoint module administrators<br />
|
|
backup portal data (see <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/backup-saas.aspx")%>">Tips & Tricks</a>)<br />
|
|
change general and customization portal settings<br />(see <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/configuration.aspx")%>">Portal Configuration</a>)<br />
|
|
view portal statistics (see <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/configuration.aspx")%>">Portal Configuration</a>)
|
|
</td>
|
|
<td>
|
|
+<br />
|
|
change portal owner<br />
|
|
deactivate/delete portal (see <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/configuration.aspx")%>">Portal Configuration</a>)<br />
|
|
change server region (see <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/configuration.aspx")%>">Portal Configuration</a>)
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<h5 id="addadmin">Granting administrator privileges</h5>
|
|
<p>After a portal member is added to the portal, he gets user or guest access rights. The portal owner or full access administrators can grant administrator privileges to users only. To do that, they need to proceed through the following steps:</p>
|
|
<ol>
|
|
<li>switch to the portal settings choosing the <b>Settings</b> option in the top menu,</li>
|
|
<li>select the <b>Access Rights</b> option on the left-side panel,</li>
|
|
<li>click the <b>Show</b> link next to the <b>Administrators</b> caption,</li>
|
|
<li>click the <b>Choose user</b> link under the list of administrators,</li>
|
|
<li>select a person or several persons at once from the existing users/guests or create a new administrator right here by clicking the <b>Create new profile</b> link,</li>
|
|
<li>click the <b>Save</b> button,</li>
|
|
<li>the selected person(s) will get the maximum access to all portal modules by default; to limit it, uncheck the <b>Full Access</b> box first and then the boxes corresponding to the modules you don't want to grant administrator access to.</li>
|
|
</ol>
|
|
<div class="screen_block">
|
|
<img alt="Adding Administrators" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/AddAdministrators.png")%>" />
|
|
<img alt="Adding Administrators" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/AddAdministrators.png")%>" />
|
|
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<h5 id="permissionsdocs">Permissions for Documents, CRM, Community, People, and Mail modules</h5>
|
|
<p>This access rights structure - guest/user/administrator - is valid for the following portal modules:</p>
|
|
<ul>
|
|
<li>Documents</li>
|
|
<li>CRM</li>
|
|
<li>Community</li>
|
|
<li>People</li>
|
|
<li>Mail</li>
|
|
</ul>
|
|
<div class="notehelp">The guests have no access to the 'CRM' 'People' and 'Mail' modules at all. They only can view and edit their own profile.</div>
|
|
<p>The main permissions are listed in the table below.</p>
|
|
<table class="table_versionlist">
|
|
<tr>
|
|
<td></td>
|
|
<th>Documents</th>
|
|
<th>CRM</th>
|
|
<th>Community</th>
|
|
<th>People</th>
|
|
<th>Mail</th>
|
|
</tr>
|
|
<tr>
|
|
<th>Guest</th>
|
|
<td>view files available to all portal members, download files from the 'Common Documents' folder and documents shared with them<%--, upload files to folders shared with them--%></td>
|
|
<td></td>
|
|
<td>add comments to existing posts, attach files to comments</td>
|
|
<td>edit own profile</td>
|
|
<td></td>
|
|
</tr>
|
|
<tr>
|
|
<th>User</th>
|
|
<td>create/edit/manage/share files and folders in the 'My Documents' section, view files in 'Common Documents'</td>
|
|
<td>add new content and edit own one</td>
|
|
<td>create new module content and edit own one</td>
|
|
<td>edit own profile, view other members' profiles</td>
|
|
<td>manage own mail accounts, receive and send letters</td>
|
|
</tr>
|
|
<tr>
|
|
<th>Module Administrator</th>
|
|
<td>+<br />create/edit/manage/share files and folders stored in the 'Common Documents' section</td>
|
|
<td>+<br />configure module settings, import/export data, send email messages to CRM contacts in bulk, view/edit the whole module content</td>
|
|
<td>+<br />moderate the whole module content</td>
|
|
<td>+<br />add/invite users, create groups and edit other members' profiles</td>
|
|
<td>+<br />manage Mail Server (add own domain, create mailboxes, mail groups) and general Mail settings</td>
|
|
</tr>
|
|
</table>
|
|
<h5 id="permissionsprojects">Permissions for Projects module</h5>
|
|
<p>The access rights structure in the <b>Projects</b> module is more complicated and comprises five levels:</p>
|
|
<ul>
|
|
<li>guest - an external user with view-only permissions</li>
|
|
<li>user - a portal member not participating in any (or in the particular) project</li>
|
|
<li>project team member</li>
|
|
<li>project manager</li>
|
|
<li>module administrator</li>
|
|
</ul>
|
|
<p>The main permissions are listed in the table below.</p>
|
|
<table class="table_versionlist">
|
|
<tr>
|
|
<th>Guest/ User</th>
|
|
<th>Team Member</th>
|
|
<th>Project Manager</th>
|
|
<th>Module Administrator</th>
|
|
</tr>
|
|
<tr>
|
|
<td>view projects available to all portal members or private ones (where he is a project team member), leave comments and subscribe to tasks and discussions belonging to projects he can access</td>
|
|
<td>+<br />create/assign/manage own tasks, create discussions, add/delete own files</td>
|
|
<td>+<br />manage project team, create/edit the whole project content, change project status, set access rights for team members (for private projects only)</td>
|
|
<td>+<br />create/edit/delete any project, appoint project managers, create/edit project templates</td>
|
|
</tr>
|
|
</table>
|
|
<p>Portal tools - Mail, Talk, Calendar, Feed - are available to all portal users. The guests can use every tool with the exception of Mail.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="DeletingProfile_block">
|
|
<h2>Reassigning data when deleting profiles</h2>
|
|
<div class="PortalHelp">
|
|
<h5>What happens to the data without reassigning</h5>
|
|
<p><b>If you do not reassign data</b> when deleting disabled users, the related contents created by a user on the portal will also be <b>deleted</b> as follows:</p>
|
|
<ul>
|
|
<li>In the <b>Documents</b> module, personal documents/folders will be deleted, common documents created by the user will be reassigned:
|
|
<ul>
|
|
<li>Personal documents and folders that are not accessible to other users (including administrators) will be deleted.</li>
|
|
<li>Personal documents and folders that have been shared with other users will be deleted.</li>
|
|
<li>Documents/folders created by the user in the <b>Common</b> section are not deleted, but their ownership is reassigned to the administrator who initiates the user deletion.</li>
|
|
</ul>
|
|
</li>
|
|
<li>In the <b>Mail</b> module, emails and mailboxes will be deleted.</li>
|
|
<li>In the <b>Talk</b> tool, messages and files sent by the user will be deleted.</li>
|
|
<li>In the <b>CRM</b> module, the deleted user will also be deleted from the list of managers responsible for a contact. The reports created by the deleted user will be deleted (on the analogy of the personal documents). Other CRM entities related to the deleted user are not affected.</li>
|
|
<li>In the <b>Projects</b> module, all the entities related to the deleted user are not affected (e.g., the name of the deleted user remains among other users responsible for an open task).</li>
|
|
</ul>
|
|
<p>To avoid the data deletion, you can reassign <b>Documents</b>, <b>Projects</b> and <b>CRM</b> entities to an active user.</p>
|
|
<div class="notehelp">currently, the data reassignment option is only available for the users with the <b>Disabled</b> status, it's not possible to reassign the data that belongs to an active user.</div>
|
|
<h5>What happens to the data after reassigning</h5>
|
|
<p><b>After you reassign data</b> and delete a user, the following contents will be <b>transferred/kept</b>:</p>
|
|
<ul>
|
|
<li><b>Documents</b> module
|
|
<ul>
|
|
<li>Personal documents that are available to other portal users will be transferred to the <b>My documents</b> section of the selected active user where a new folder will be created with the name like 'Documents of user Merelin Linsdom'. All the access rights provided to other portal users remain unchanged;</li>
|
|
<li>The ownership for the documents created by the disabled user in the <b>Common</b> section will be reassigned to the selected user;</li>
|
|
<li>Documents from the <b>In projects</b> section created by the disabled user remain, the owner will not be changed.</li>
|
|
</ul>
|
|
</li>
|
|
<li><b>Projects</b> module
|
|
<ul>
|
|
<li>Active/paused projects, open milestones and tasks will be reassigned to the selected active user.</li>
|
|
</ul>
|
|
</li>
|
|
<li><b>CRM</b> module
|
|
<ul>
|
|
<li>Contacts, open tasks and unclosed opportunities will be reassigned to the selected active user. The specified user will also be added as a participant to open cases of the disabled user.</li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
<p><b>After you reassign data</b> and delete a user, the following contents will be <b>deleted</b>:</p>
|
|
<ul>
|
|
<li>Private documents that have not been shared with other users in the <b>Documents</b> module;</li>
|
|
<li>Emails and mailboxes in the <b>Mail</b> module;</li>
|
|
<li>Message history and sent files in the <b>Talk</b> tool;</li>
|
|
<li>Closed projects, milestones, tasks in the <b>Projects</b> module;</li>
|
|
<li>Closed tasks and opportunities in the <b>CRM</b> module.</li>
|
|
</ul>
|
|
<h5 id="single">Deleting a single user</h5>
|
|
<p>To delete a single user,</p>
|
|
<ol>
|
|
<li>Open the list of disabled users selecting the corresponding status in the filter on the top,</li>
|
|
<li>Click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/actionsicon.png")%>" /> <b>Actions</b> button next to the disabled user,</li>
|
|
<li>Select the <b>Delete profile</b> option from the menu,</li>
|
|
<li>A confirmation window opens where you'll be prompted to reassign the user's data:
|
|
<div class="screen_block">
|
|
<img alt="Deleting a profile" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/deleteuser.png")%>" />
|
|
<img alt="Deleting a profile" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/deleteuser.png")%>" />
|
|
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</li>
|
|
<li>Click the <b>Reassign data</b> button in the confirmation window.</li>
|
|
<li>A new page opens where you can select a portal user you wish to reassign data to. Choose the necessary active user from the list.</li>
|
|
<li>The <b>Delete profile when reassignment is finished</b> box is checked by default that allows to automatically delete the profile after data reassignment.</li>
|
|
<li>Click the <b>Reassign</b> button.
|
|
<div class="screen_block">
|
|
<img alt="Reassigning data" target="img11_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/reassigndata.png")%>" />
|
|
<img alt="Reassigning data" id="img11_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/reassigndata.png")%>" />
|
|
<div target="img11_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>Now you can close this page. Once the reassignment process is over, you'll be notified via email. If you unchecked the <b>Delete profile when reassignment is finished</b> box, you can return to the list of disabled users and manually delete the user without losing his/her data.</p>
|
|
</li>
|
|
</ol>
|
|
<h5 id="several">Deleting several users</h5>
|
|
<p>Data reassignment is an individual action, i.e. if you want to delete several users at once, you'll need to previously reassign the data for each of them separately.</p>
|
|
<p>To reassign the data of any disabled user,</p>
|
|
<ol>
|
|
<li>Click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/actionsicon.png")%>" /> <b>Actions</b> button next to the disabled user.</li>
|
|
<li>Select the <b>Reassign data</b> option from the menu.</li>
|
|
<li>A new page opens where you can select a portal user you wish to reassign data to. Choose the necessary active user from the list.</li>
|
|
<li>Check the <b>Delete profile when reassignment is finished</b> box to automatically delete the profile after data reassignment.</li>
|
|
<li>Click the <b>Reassign</b> button.</li>
|
|
</ol>
|
|
<p>Once you reassign all the necessary data, (if you did not check the <b>Delete profile when reassignment is finished</b> box) you can return to the list of disabled users, check the users you want to delete and press the <b>Delete</b> button above the user list to remove several users at once without losing their data.</p>
|
|
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="TrackingBirthdays_block">
|
|
<h2>Keeping track of birthdays</h2>
|
|
<div class="PortalHelp">
|
|
<p><b>Birthdays</b> is a way to keep track of all portal users' birthdays. It allows you to:</p>
|
|
<ul>
|
|
<li>view the users who have their birthdays this day and ten nearest dates,</li>
|
|
<li>send your greetings to a person the day of his/her birth clicking the corresponding button below his/her name in the <b>Nearest dates</b> list,</li>
|
|
<li>set/remove a reminder,
|
|
<p>By default, you are subscribed to all the birthdays. If you don't want to receive the notification each time somebody has his/her birthday, unsubscribe from them <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/workspace-managing-subscriptions.aspx")%>">managing your subscriptions</a> on the <b>Profile</b> page.</p>
|
|
<p>If you wish to be notified about the upcoming birthday of a certain portal user, hover the mouse pointer over the necessary user name in the <b>Nearest dates</b> list and click the <b>Remind about the birthday</b> link which appears below the user name. </p>
|
|
</li>
|
|
</ul>
|
|
<div class="screen_block">
|
|
<img alt="Tracking Birthdays" target="img12_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/TrackingBirthdays.png")%>" />
|
|
<img alt="Tracking Birthdays" id="img12_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/TrackingBirthdays.png")%>" />
|
|
<div target="img12_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="CardDAV_block">
|
|
<h2>Enabling CardDAV synchronization</h2>
|
|
<div class="PortalHelp">
|
|
<p>Starting from v. 12.0, ONLYOFFICE supports the CardDAV address books protocol based on the contacts in the <b>People</b> module. Changes made to the user data on your portal are synchronized with the corresponding books. Currently, the syncronization is one-sided.</p>
|
|
<p>To enable CardDAV synchronization,</p>
|
|
<ol>
|
|
<li>Go to the <b>People</b> module and open the <b>CardDav Settings</b> in the <b>Settings</b> menu in the left panel.</li>
|
|
<li>Turn the <b>Enable synchronizing contacts via CardDAV</b> switcher on.</li>
|
|
<li>Click the <b>Copy link</b> option below the switcher.</li>
|
|
<li>Enter the copied server address link in a third-party application or device. Use your valid portal login and password.</li>
|
|
</ol>
|
|
<p>Now your contacts saved in the <b>People</b> module can be accessed by the third-party application or device of your choosing.</p>
|
|
<div class="notehelp">
|
|
The third-party application or device must support the CardDAV protocol as well.
|
|
</div>
|
|
<h5><b>Thunderbird v.91.8.0</b></h5>
|
|
<ol>
|
|
<li>Click the <b>Address Book</b> option on the top toolbar.</li>
|
|
<li>Click <b>File</b> -> <b>New</b> -> <b>CardDAV Address Book</b>.</li>
|
|
<li>Enter your portal username and the copied server address link and click <b>Continue</b>.</li>
|
|
<li>Enter your portal login and password.</li>
|
|
<li>The address book will be added to the list.</li>
|
|
</ol>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ChangingPeopleSettings_block">
|
|
<h2>Changing People module settings</h2>
|
|
<div class="PortalHelp">
|
|
<p>Being a <b>portal owner</b> or <b>full access administrator</b> you can restrict access to the <b>People</b> module for some users or even disable this module, if you don't need it at all. To do that,</p>
|
|
<ol>
|
|
<li>click the <b>Settings</b> link on the left-side panel,</li>
|
|
<li>select the <b>Portal Access Rights</b> subsection,</li>
|
|
<li>go to the <b>People</b> section,</li>
|
|
<li>check the <b>Users from list</b> radio button,</li>
|
|
<li>select the users you wish to grant access to,
|
|
<p>To do that, use one of the available options;</p>
|
|
<ul>
|
|
<li>use the <b>Add user</b> link if you wish to grant access to one or more people;</li>
|
|
<li>use the <b>Add group</b> link if you wish to grant access to all portal users, or to one or more groups.</li>
|
|
</ul>
|
|
</li>
|
|
</ol>
|
|
<h5 id="disable">Disabling People module</h5>
|
|
<p>To disable the <b>People</b> module just switch to the <b>Modules & Tools</b> section selecting the corresponding option on the left-side panel, uncheck the <b>People</b> module and click the <b>Save</b> button.</p>
|
|
<div class="notehelp">
|
|
If the <b>People</b> module is disabled, each portal member can access his/her own profile only.
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="Change People Module Settings" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/small/ChangePeopleModuleSettings.png")%>" />
|
|
<img alt="Change People Module Settings" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/People/big/ChangePeopleModuleSettings.png")%>" />
|
|
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|