OVERVIEW
This database is used to input information into Teams
ACTION
Add Online Users so they have access to Proteus
Add Offline Users so CVs can be created and pulled into Proposals
TIP
Recommend you only add Users once setup is complete and the relevant User guides shared
NOTE
There are 6 default User Roles from; Company Admin to Timesheet Only.
Users that have created a record can invite other Users and assign a role for that specific record.
How to add Online Users
Navigate to Users
Navigate to the Admin Console and select Users from the grey menu bar
Add Users
Click +Add New and input email address, Office, User Role and tick the box for Finance and Asset Manager, if applicable
Click Invite and repeat process for all Users
User Role will provide access as defined in table above
Finance and Asset Manager allows Users to create Costs in Finance and Assets
New Users will receive automated email invitation to your company Proteus account.
Users' Roles can be edited at any time to increase or reduce Access Level.
How to resend new User invitation
Navigate to Invited Users
Navigate to the Admin Console and select Users from the grey menu bar
Navigate to Invited Users tab
Here you will see all pending Users who have not yet accepted their invitation
Re-invite Users
Find the required User and click the 3 dots on right side of screen (scroll right in the table if needed)
Click Re-invite
Users will receive another automated email invitation
How to amend User Access Level or Finance Permissions
Navigate to Users
Navigate to the Admin Console and select Users from the grey menu bar
Amend Users Access Level
Find the required User and click the 3 dots on right side of screen (scroll right in the table if needed)
Click Edit then reselect User Role from drop down menu or/and edit Finance and Asset Manager box and select Save
Change of User Access Level will be effective from the next time the User logs in
The User will not get an email notification of the change in User Access Level
How to remove Users
Navigate to the Admin Console and select Users from the grey menu bar
Remove Users
Find the required User and click the 3 dots on right side of screen (scroll right in the table if needed)
Click Deactivate
Account is deactivated instantly
Users get a email notification that their account has been deactivated
How to add Offline Users
No licences are required for Offline Users, as they will not have access to Proteus. The Offline Users feature simply allows you to build a database of profiles to include Proposal.
Navigate to Users
Navigate to the Admin Console and select Users from the grey menu bar
Add Offline Users
Click +Add offline new and input name, email address, office, grade, employment type and job title, and upload a picture
Click Save
Repeat process for all Users
Profile Picture is optional but is accessed by the Proposal Module Org Chart and CVs
To populate CV you must enter in their Team profile
Offline Users can be converted to online at anytime
How to convert an Offline User to Online User
Navigate to Users
Navigate to the Admin Console and select Users from the grey menu bar
Convert to User Account
Find the required User and click the 3 dots on right side of screen (scroll right in the table if needed)
Click Convert to User Account
Input details then click Invite and repeat for all Offline Users
The Users will receive an automated email invitation to your company’s Proteus account.
Any data entered in an Offline User will be transferred to the Online User Account