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leon:users [2017/11/28 10:48] bartek [Users] |
leon:users [2023/11/15 14:50] marek [DOCUMENTS] |
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====== Users ====== | ====== Users ====== | ||
+ | <box tutorial> | ||
- | [{{ : | + | |
+ | [{{ : | ||
In Leon, you can manage **Users** in many ways. If you are an admin group member you can decide about user's group, endorsements or ratings. However, everything starts with adding a **new user** to the system. | In Leon, you can manage **Users** in many ways. If you are an admin group member you can decide about user's group, endorsements or ratings. However, everything starts with adding a **new user** to the system. | ||
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Go to a section Settings > Users and there is the list of all Users. The list can be filtered by: All (both active & deleted users are displayed), Active (users with access to Leon only) or Deleted (users with no access to Leon). | Go to a section Settings > Users and there is the list of all Users. The list can be filtered by: All (both active & deleted users are displayed), Active (users with access to Leon only) or Deleted (users with no access to Leon). | ||
- | You can also use order indicators placed next to: User, Code, Login, Email, Status or Last Visit Date to change the order of displaying users. | + | You can also use order indicators placed next to: Name, Surname, Code, Login, Email, Status or Last Visit Date to change the order of displaying users. |
A field ' | A field ' | ||
+ | |||
+ | The User list can be **exported to excel** by clicking on the {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | ---------------------- | ||
===== Adding Users ===== | ===== Adding Users ===== | ||
- | <box tutorial> | + | [{{ :leon:user-profile:UserProfile3.png? |
- | [{{ :leon:user-profile:new user window.jpg?200|New user pop-up window}}] | + | To add a user simply click on {{:leon:icons:new user.jpg|}} icon and the new pop-up window |
- | You can add a new user to Leon in **2** ways: From this section (extended version), or [[leon: | + | |
+ | * **Documents** | ||
+ | * **Ratings** | ||
+ | * **Other** | ||
+ | * **Experience** | ||
+ | * **Admin** | ||
- | In this part we will concentrate on the extended version of adding and managing Users. | ||
- | To add user simply click on {{: | ||
- | * **PERSON** - fill in mandatory fields such as: Name, Surname, Code, Sex & Login. Optional fields are: Middle name, DoB, Phone, Email, Labels, Company, Homebase. | + | ==== GENERAL ==== |
- | * **PASSPORTS** - click {{:leon:icons:new passport.jpg|}} to add one or more passports. You can add a pdf scan and mark which one should be used as a default one. | + | [{{ :leon:user-profile:user_general_tab.png?200|' |
- | The other section where you can add a passport to a crew member is SCHEDULE, tab CREW (in the right-hand filter). Click on the crew code and open a section **PASSPORTS**, | + | **General** tab contains the general user details. |
- | {{: | + | In the ' |
- | * **RATINGS** - assign ratings to a new crew member. Check [[leon: | + | |
+ | Optional fields are Middle name, DoB, Phone, Email, Labels, Company, Homebase, User Base start and end dates of employment. ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | ------------- | ||
+ | ==== DOCUMENTS ==== | ||
+ | [{{ : | ||
+ | The **DOCUMENTS** tab is divided into 4 subsections: | ||
+ | |||
+ | * **PASSPORTS** | ||
+ | * **VISAS** | ||
+ | * **NATIONAL ID'S** | ||
+ | * **VACCINATIONS** | ||
+ | |||
+ | === PASSPORTS === | ||
+ | |||
+ | Here, you can preview the list of Passports, as well as add a new passport. | ||
+ | |||
+ | Click {{: | ||
+ | |||
+ | 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 **TRAVEL DOCUMENTS**, | ||
+ | |||
+ | If the passport is temporarily unavailable (for example sent to the embassy to obtain visa), you can mark it as **unavailable**. In case such a passport is selected on a flight, the status dot will be red, and the expiry date will be shown as N/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === VISAS === | ||
+ | |||
+ | Here you can add Visas' details and assign them to a specific passport. | ||
+ | |||
+ | __First step__ is editing CREW profile and clicking a button {{: | ||
+ | |||
+ | __Second step__ is adding details, as displayed on the screenshot: | ||
+ | |||
+ | - **Passport** - select a passport to which a new visa should be added | ||
+ | - **Country** - select a country which concerns the visa | ||
+ | - **No.** - insert visa's number | ||
+ | - **Country of issue** - country where visa was issued | ||
+ | - **Number of entries** | ||
+ | - **Max number of entries** | ||
+ | - **Date of issue** - insert visa's date of issue | ||
+ | - **Expiry date** - add visa's expiry date | ||
+ | - **Visa scan** - option to upload files | ||
+ | - **Notes** - possibility to insert additional notes | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | === NATIONAL ID === | ||
+ | |||
+ | Here you can insert National ID details | ||
+ | |||
+ | __First step__ is editing CREW profile and clicking a button {{: | ||
+ | |||
+ | __Second step__ is adding details, as displayed on the screenshot: | ||
+ | |||
+ | - **Country** - select a country that issued an ID | ||
+ | - **Type** - select National ID type from the dropdown selection that includes 'ID card', ' | ||
+ | - **No.** - insert National ID number | ||
+ | - **Date of Issue** | ||
+ | - **Expiry date** | ||
+ | - **ID scan** - click on the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === VACCINATIONS === | ||
+ | |||
+ | Here, you can record the details of the vaccinations including, selecting the disease from the dropdown list, dates of applied doses, uploading the certificate scans and inserting the notes. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In order to add new vaccination details simply click on the {{: | ||
+ | |||
+ | Once the vaccination details are added, they can also be previewed in the OPS > CREW tab section. Clicking on the {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Clicking on the file will open the uploaded file in a new tab in the browser. | ||
+ | |||
+ | --------------- | ||
+ | ==== RATINGS ==== | ||
+ | |||
+ | This is a tab where you can assign ratings to a new crew member. Check [[leon: | ||
+ | |||
+ | |||
+ | ==== OTHER ==== | ||
+ | |||
+ | [{{ : | ||
+ | This is a tab that contains the following options: | ||
+ | |||
+ | * **'Do Not Fly With' | ||
+ | * **Freelancer** - checkbox that indicates if a User is a freelance crew | ||
+ | * **US eAPIS Master Crew List** - indicates a pilot flying to the US. The following fields are included in API: Name, Surname, Gender, Ratings, Date of Birth, Place of Birth, Nationality, | ||
+ | * **Line training in progress** - the checkbox marks the user as the crew member during line training. Crew with line training in progress can be excluded from the crew completeness calculations, | ||
+ | * **Planner note** - the note added here will show up in the crew member' | ||
+ | * ** Duty Accounts** - in this field you can assign duty account to a crew member. It is used for [[leon: | ||
+ | * **Duty Manager** - the person set in this field will be the only one able to accept or reject user's duty requests. If no one is set here, duty requests sent by the user can be accepted or rejected by any user with crew panel " | ||
+ | * **Temporary assignment** - section that allows defining Freelancers' | ||
+ | |||
+ | -------------------- | ||
+ | ==== EXPERIENCE ==== | ||
+ | [{{ : | ||
+ | |||
+ | **Experience** is a tab where you can insert the experience before joining the company or record the flights performed outside the company (instead of recording it on the X-COM aircraft). | ||
+ | |||
+ | To add a new experience simply click on the {{: | ||
+ | |||
+ | Extra columns with the approaches types can be added to the table by selecting the relevant ones from the dropdown list: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **The data will be included in the cumulative duty.** | ||
+ | |||
+ | **Dual flights** column indicates the number of training flights with the Instructor. | ||
+ | |||
+ | **PICUS flights** column indicates the number of flights as a commander under the supervision of a qualified pilot. | ||
+ | |||
+ | -------------------- | ||
+ | ==== ADMIN ==== | ||
+ | |||
+ | This tab contains Admin settings. Includes **' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This option is **NOT available** for the Users with Admin rights due to higher security exposure. | ||
---- | ---- | ||
+ | ===== Anonimization of Users ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | This functionality is created as part of the process of adhering to the **Regulation (EU) 2016/679** of the European Parliament and of the Council of 27 April 2016 (General Data Protection Regulation). | ||
+ | |||
+ | It is now possible to **permanently** anonimize and delete Users from Leon. | ||
+ | |||
+ | **The process is as follow:** | ||
+ | |||
+ | - Go to Settings > Users. | ||
+ | - Edit an User you wish to permanently delete. | ||
+ | - Mark an User as Deleted by unticking both checkboxes in ' | ||
+ | - Edit the same User again. Click on {{: | ||
+ | - You should get a pop-up window with the following message: **'Do you want to permanently delete & anonymize data for this contact? This action is irreversible!' | ||
+ | |||
+ | **Once the User has been deleted** the following areas will be affected: | ||
+ | |||
+ | * User Profile will be permanently deleted from both Settings > Users and the Phonebook. | ||
+ | * If User was assigned to any operation (Flight, Positioning, | ||
+ | * Deleted User will show as **-D-** in the reports that show Flights with this Crew Assigned, for example Custom Flights List Report. | ||
+ | |||
+ | To check who permanently deleted user you can use a button **CHECK PERMANENTLY DELETED USERS** in top-right corner - insert deleted user's code and click {{: | ||
+ | |||
+ | < | ||
+ | <span style=" | ||
+ | </ | ||
+ | |||
+ | < | ||
+ | |||
+ | -------- | ||
===== Full User Profile ===== | ===== Full User Profile ===== | ||
- | [{{ :leon:admin-users: | + | [{{ :leon:user-profile:User profile2.png? |
In the bottom-right corner of the user's profile there is a link **Open Full Edit** which allows to add more details into the user's profile, i.e.: Place of Birth, Hire date, User base or add a photo. You can also click an icon {{: | In the bottom-right corner of the user's profile there is a link **Open Full Edit** which allows to add more details into the user's profile, i.e.: Place of Birth, Hire date, User base or add a photo. You can also click an icon {{: | ||
+ | --------- | ||
+ | |||
+ | ==== USER SIGNATURE ==== | ||
+ | |||
+ | User signatures can be automatically added to the documents (in Documents Manager) and emails (Email Templates). | ||
+ | |||
+ | The first step is to upload a scan/photo of the signature to the User profile - Full User Edit > 'Basic Information' | ||
+ | |||
+ | The signature scan/photo needs to be uploaded in .png format and named __signature__, | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | Once the signature is uploaded to the profile, it can be applied to the templates: | ||
+ | |||
+ | __**EMAIL TEMPLATES**__ | ||
+ | |||
+ | The template needs to be switched to HTML version. | ||
+ | |||
+ | The following tag needs to be inserted in the place where the signature of a user is to appear: | ||
+ | |||
+ | **{% signature %}** | ||
+ | |||
+ | |||
+ | __**DOCUMENTS MANAGER**__ | ||
+ | |||
+ | Either of the below tags can be used in the place where the signature of a user is to appear: | ||
+ | * **< | ||
+ | * **{% signature %}** | ||
+ | |||
+ | Both examples are presented in the screens on the right-hand side. | ||
+ | |||
+ | -------------- | ||
+ | ==== Two-Factor Authentication ==== | ||
+ | <box tutorial> | ||
+ | |||
+ | An additional **factor authentication** is an option available to each user, which enables functionality that requires a combination of two separate factors of identification in order to **log** into the system. Besides regular login credentials (operator code, login and password) the user has to obtain 6-digit authentication code to log into Leon. This functionality is a measure of additional security of the user account. | ||
+ | |||
+ | |||
+ | Enabling the two-factor authentication mechanism: | ||
- | ==== Groups ==== | + | - Mark the checkbox **Two-factor authentication** in the user's profile and confirm by updating the page. {{ : |
+ | - Check your work email INBOX for the new email from Leon. The email will include the change of password as well as the link that will allow you to **pair the mobile device with Leon** via **Google Authenticator** app. | ||
+ | - Download a mobile app **Google Authenticator** (available for iOS and Android) or similar and create an account. {{ : | ||
+ | - Pair your app with Leon by using the QR code generated via "Pair your mobile device with Leon!" link received in an email. | ||
+ | - Log into Leon as usual - when the pop-up window requiring authentication code comes up, use the code generated by the app. | ||
- | [{{ : | + | **Please make sure the clock on the mobile device is setup correctly and is synced with the internet time server.** |
+ | Any difference in the internet time and device time will result in authentication failure. | ||
- | In **Groups** tab you can assign a proper group/ | + | It is possible to **mark two-factor authentication for all the users at once**. To do that, you need to go to the ' |
- | It is not always necessary to add multiple groups to one user as one group might include all the priviliges of the other one. **For example** if a User does **Admin** work as well as is a **crew member**, you do not need to assign both groups | + | {{:leon:user-profile: |
- | If an User is **not assigned** to a group, he/ | + | <box>**Each code is valid for 60 seconds only. After this time a new code will be issued. Make sure to enter the code and confirm before the 60 seconds period passes.**</ |
+ | |||
---- | ---- | ||
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* **Add/ | * **Add/ | ||
* **Can log into Leon/ | * **Can log into Leon/ | ||
- | * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon: | + | * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon:new-phonebook|PHONEBOOK]]. "Can log into Leon/ |
* **OML** - Operational Multi-pilot Limitation available in Options section - functionality is further down in this section. | * **OML** - Operational Multi-pilot Limitation available in Options section - functionality is further down in this section. | ||
* **Flying experience table** - this is to record Pilots previous experience on a specific type of an aircraft. This can be activated from [[leon: | * **Flying experience table** - this is to record Pilots previous experience on a specific type of an aircraft. This can be activated from [[leon: | ||
- | * **Freelancer** - if this checkbox is marked, Leon does not trace any endorsements for the user (no warnings will appear when assigning | + | * **Freelancer** - if this checkbox is marked, Leon does not trace any endorsements for the user (no warnings will appear |
- | * **Manual list** - documents uploaded in [[leon: | + | * **Manual list** - documents uploaded in [[leon:new-privileges|Privileges]] - Manual tab will be displayed in this section |
* **Change password** - you can change your password at any time, or if you have forgotten it, your admin can send it to you. To change a password tick the box ' | * **Change password** - you can change your password at any time, or if you have forgotten it, your admin can send it to you. To change a password tick the box ' | ||
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==== OML ==== | ==== OML ==== | ||
- | An Operational Multi-pilot Limitation allows | + | An Operational Multi-pilot Limitation allows |
- | When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the fellowing | + | When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the following |
* Pilot is not flying with another Pilot with OML imposed | * Pilot is not flying with another Pilot with OML imposed | ||
- | * Pilot is not paired with a pilot older than 60 years | + | * Pilot is not paired with a pilot who has attained age of 60 years |
* Pilot is not flying in a single-pilot operations | * Pilot is not flying in a single-pilot operations | ||
If one of the conditions is not met, Leon will display a warning: | If one of the conditions is not met, Leon will display a warning: | ||
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</ | </ | ||
* < | * < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
* < | * < |