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getting-started:step-2.-users-setup [2020/02/06 09:41] |
getting-started:step-2.-users-setup [2020/04/08 06:02] (current) bartek [Deleting/deactivating users] |
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+ | ====== Step 2. Users setup ====== | ||
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+ | [{{ : | ||
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+ | " | ||
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+ | There are two ways of adding user details: | ||
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+ | - You can fill in the information in the User Edit pop-up window, which allows entering the most crucial user data. | ||
+ | - Go for the full edit located at the bottom left corner of the window, where additional information can be inserted. For the basic requirements, | ||
+ | |||
+ | The mandatory fields are as follows: | ||
+ | * **Name** | ||
+ | * **Surname** | ||
+ | * **Known as** (this field will fill itself automatically when the above are entered, but you can change it if needed) | ||
+ | * **Code** – crucial for all crew members as they will be used to assign crew to flights | ||
+ | * **Homebase** | ||
+ | * **Permission group** – the list includes pre-defined groups which allow different levels of access for particular roles across the Company | ||
+ | * **Sex** | ||
+ | * **Login** – that will be used to log into the system | ||
+ | |||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | < | ||
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+ | To avoid this situation at this stage, leave this field blank. The email can be added later when you decide it is the time for this user to receive their password to the system. **</ | ||
+ | |||
+ | |||
+ | ---------- | ||
+ | |||
+ | ==== Passport information ==== | ||
+ | |||
+ | You can add as many passports as needed for each user – simply click the button NEW PASSPORT as many times as needed. The country, passport number and expiry date are mandatory. In case there is more than one passport, the checkbox " | ||
+ | |||
+ | The other section where you can add a passport to a crew member is OPS, tab CREW (in the right-hand filter). Click on the crew code and open a section **PASSPORTS**, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ---------- | ||
+ | |||
+ | ==== Ratings ==== | ||
+ | |||
+ | It is crucial for the crew member to be assigned at least one rating in order for him/her to be visible in the system as most aspects regarding crew throughout the system are controlled by their ratings, ie. flights, duties, crew documents etc. | ||
+ | |||
+ | To add a rating simply click on the box next to the aircraft type and select the rating from the list. You can add as many as necessary for this particular user. The list consists of the ratings that were previously defined in the fleet setup. The colour coding is as follows: | ||
+ | |||
+ | |||
+ | * Green – Cockpit positions | ||
+ | * Blue – Cabin positions | ||
+ | * Grey – Maintenance and Ground positions | ||
+ | |||
+ | All crew members are assigned positioning functions by default so there is no need to add them for each particular crew member. | ||
+ | Users who do not need to be processed throughout the system (ie. added to flights, assigned duties, assigned various documents) do not need to have ratings assigned. | ||
+ | |||
+ | When all users are added, it is time to start generating access details to those who should be able to log into the account. | ||
+ | |||
+ | |||
+ | ---------- | ||
+ | ==== Other ==== | ||
+ | |||
+ | Tab ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | --------------- | ||
+ | ==== Admin ==== | ||
+ | |||
+ | This tab containing Admin settings. Includes **' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This option is **NOT available** for the Users with Admin rights due to higher security exposure. | ||
+ | ---- | ||
+ | ==== Generating new password ==== | ||
+ | |||
+ | Once the user is set up and you decided to give out passwords after the installation is done, instead of straight away when creating the user, you can now go through the list and issue login details for the users who should have them. | ||
+ | |||
+ | Steps to generate the password: | ||
+ | |||
+ | * Click on the user on the list of users | ||
+ | * Go to OPEN FULL EDIT in the bottom left corner | ||
+ | * Enter the user’s email address in the "Work email" field in the first column (this will be the email to which all Leon correspondence will be sent – password, notifications, | ||
+ | * Tick the box " | ||
+ | * Click " | ||
+ | |||
+ | The email containing login details (operator code, login and password) is now sent out to this user. It is possible to have those emails end up in the SPAM folder, so make sure the users check there if the email does not come within few minutes. Also, please remind the users they can change the automatically generated password in their profile when they log in. | ||
+ | |||
+ | The same process applies when you want to generate a new password for a user who already has access to the system. In such case, there is no need to enter the email again, only tick the box " | ||
+ | |||
+ | |||
+ | ---------- | ||
+ | ==== Deleting/ | ||
+ | |||
+ | In the user’s profile, in the section " | ||
+ | * **Can log into Leon** – unticking this box will prevent the user from logging into the system | ||
+ | * **Active** – this checkbox activates/ | ||
+ | |||
+ | < | ||
+ | |||
+ | ---------- | ||
+ | |||
+ | Click below for a mini tutorial on the above instructions including the basic user setup. | ||
+ | <box tutorial> | ||
+ | |||
+ | Alternatively, | ||
+ | <box tutorial> | ||
+ | |||
+ | |||