Create user

Manage User lets administrator create, edit and delete projects. The three available roles of users are administrator, project director and user. One system can have only one administrator. In other words, you can only edit the existing one but not to create a new one. Project director maintains the right for project management such as to create, edit and delete projects. He/she also can join projects, while an administrator cannot. Among all, user is the most general one which can join projects but have no right to create, edit or delete projects.

You can create user accounts if you are an administrator. To create an account:

  1. Login to A3-Platform as administrator.
  2. Press on the tab User at the top of the page.
    Open Users tab
    Open Users tab
  3. Click Add User at the top left of page.
    Create a user
    Create a user
  4. On the right hand side of the page, fill in the Full Name, Login Name and Password for the user to add.
    Fill in the basic information of a user
    Fill in the basic information of a user
  5. If you have enabled Email notification in the setup page, enter the Email of the user here and check Notify assignment and updates. Otherwise, he won't receive any Email when there is Activity/Issue assignment/updates.
  6. Tel (Telephone), Fax (fax number), Description are optional fields. You can decide whether or not to enter.
  7. Left to the text fields you can set the photo of the user. This will be used as an graphical representation of this user. If you want to change the logo image, you can either click ... to select one from the default logos or click Attach a file to upload an image file on your own.
    Selecting a logo for user
    Selecting a logo for user
  8. It is possible to set the user active or inactive by changing the value of Active. An active user is one that can participate in a project. If a user is set to be inactive, he/she cannot be assigned to any projects, thus cannot take part in them. If such user was assigned to a project before, he/she will be removed from that project.

    Also note that our license model counts only active users. That means, if your license entities you to have 10 users, this means that you can have 10 active users in the system.

  9. Set the type(s) the user belongs to. Select a type and click > to set.
    User type set
    User type set

    The three available types of users are administrator (hidden type), project director and user. One system can have only one administrator. In other words, you can only edit the existing one but not to create a new one. Project director maintains the right for project management such as to create, edit and delete projects. He/she also can join projects, while an administrator cannot. Among all, user is the most general one who can join projects but have no right to create, edit or delete projects. The following chart outlines the roles as well as their responsibilities.
    User Type Responsibility
    Project Director Manage project, Participate in project
    User Participate in project
    Responsibilities of different types of users
  10. Click Save.
 
Chapter 1. Manage users Table of Contents 2. Edit user
 

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