Difference between revisions of "ACP Group Accounts"

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[[Analytica_Cloud_Player#See_also|<<Back to Analytica Cloud Player]]
 
[[Analytica_Cloud_Player#See_also|<<Back to Analytica Cloud Player]]
  
__TOC__
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With an ACP Group Account users can  share Analytica models with each other and deploy models to end users to run via the web. An administrator can set up multiple projects, invite new users, and set their roles on each project as a Reviewer, Author, or Manager. This page introduces the features of a Group Account. __TOC__
  
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===The Models tab===
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After logging into a Group account, you'll first see the Models tab, which lists the Models (and any data files) for a selected Project:
  
This article explains some of the features of the [[Analytica Cloud Player]] (ACP) Group account.
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[[File:ACP3 group UI 01.png]]
  
==The ACP Group Account UI==
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It has these elements:
===Ability to switch "Access" to models.===
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*'''Account menu:''' If there is more than one, Press to see the list of Accounts you are a member of.
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*'''Project menu:''' Press to see a menu of your projects and select the project you want to view.  It shows all the projects of which you are a member.  When you log in, it shows the project you were in when you last logged out.
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<!--*Admin users can see all projects, even those for which they are not explicitly a member.-->
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<!--*For Admin users,  the project list puts those projects for which the user is an explicit member first, and then the rest for which they can access (because they are an Admin) but which they are not an explicit member of.-->
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* '''Add/Delete Project button:''' Only present for Managers and Account admins. Press to add a new project. or delete an existing one.
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*'''Models:'''  The list of models, spreadsheets, or other data files in this project.  Initially, they are sorted by Save date, most recent first. Click on the header "Model" to sort them alphabetically. Click again on Model to reverse the sort order by name, or sort by Save Date or File Size by clicking on the column headers..
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*'''Search field:'''  Search for file names by entering text in the Search box. The model list adjusts to match file names containing that text as it is entered.
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<!--*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.-->
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=== User Types ===
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There are four types of user in an ACP Group account. This table shows their levels of access:
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{| class="wikitable"
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!Privileges
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!Admin
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!Manager
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!Author
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!Reviewer
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|-
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|Run models
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|-
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|Save snapshots
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|-
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|Upload & download spreadsheets
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|-
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|Upload & download models
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|-
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|Delete models
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|-
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|Send email invites
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|-
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|Add users and assign users to projects
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|
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|-
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|View subscription info
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|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|
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|-
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|Add Projects
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|<span style="color:#32CD32">'''✓'''</span>
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|<!--[DP]Build 42 Svet: Managers can not add projects, only Admin<span style="color:#32CD32">'''✓'''</span>-->
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|
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|
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|-
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|Delete Projects
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|
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|
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|-
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|Delete Users
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|<span style="color:#32CD32">'''✓'''</span>
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|
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|
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|
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|}
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You can see a version of this table in the Users tab of the ACP front-end by moving your cursor over the (?).
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* A user may have access to one or several projects, and may have different levels of access in each project.
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* A user has the same password for all projects.
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* A Manager for a project may add new users, including other Managers, and change access levels.
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<!--[DP]No more public/Private as of Nov17 in Svet and build 42* Managers are able to see all snapshots in the projects for which they are managers, including those set as private by other users.-->
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==== Admin users ====
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* Admin users have access to all projects, even those for which they are not explicitly assigned membership.
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* Admin users can set up new Projects and add Managers for those Projects. They can also delete users.
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* Lumina will set up one or more people as Admin users as requested by purchaser when creating a Group account (or ACP server installation). Contact Lumina if you want to add or change Admin users.
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<!--* For Admin users, there is search functionality in the Users tab, to let them view all users in the account and add users to a project.-->
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<!--[DP] This feature removed in Svet and to be removed in all group accounts in 32 I think===Ability to switch "Access" to models.===
  
 
The "Access" column in the model's listing is now a pulldown menu so users can toggle the privacy setting {"Private" or "Public").
 
The "Access" column in the model's listing is now a pulldown menu so users can toggle the privacy setting {"Private" or "Public").
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:[[File:Access 01.png]]
 
:[[File:Access 01.png]]
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-->
  
==Group Account's Users Tab==
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==Users Tab==
===Adding New Users===
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If you are an Admin or a Manager, you will see the Users tab. Click on it to view or manage users in the project. You won't see this tab if your role is Author or Reviewer in all Projects:
  
A manager can add a new user to a Group account. Authors and reviewers cannot see the Users tab.
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*For admin users only, there is a button with the option to display all users or only the users who are members of the project.
*Open the 'Users' tab.
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*Press the [Add User] Button at the bottom of the Users list.
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The process should be self explanatory...
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[[ File:ACP3 Users Tab 01.png]]
*Enter the email address(es) of the new user.
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*Select the User privileges either Manager, Reviewer or Author.
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{Optional: You can edit the email sent.}
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=== To add a new user to a project ===
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*Press the '''Add Users''' Button at the bottom of the Users list.
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*Enter the email address(es) of the new user(s).
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*Separate email addresses by a comma or space if you add multiple users.
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*Select the User role as Manager, Reviewer or Author. (When adding multiple users, they must all have the same role on the project. To add users with different roles, add users with each role as a separate group.)
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*Optionally,  edit the email you will send to invite the new users.
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*Press the '''Invite and add Users''' button.
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After sending the invitation, you will receive a cc of the email to confirm it went out.
  
*Press the Invite and add Users button.
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If an invited user is not already a user on another project in this Account, their invitation email will contain a randomized password. When they first sign in to the group account, ACP will prompt them to change their password.
 
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:Each user may have only one ACP password at a time on an ACP server. A user with an existing ACP password, e.g. for an individual ACP account or another Grop account, will be asked to use their existing password.
*A new user for a Group account {who has no ACP password yet} receives a randomized password in the initial invite email to ACP. They will be prompted to change passwords the first time they sign in to the group account.  
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:*A user can have only one ACP password at a time. A new group account user with an existing ACP password {i.e. his individual account} will be instructed to use his current ACP password.
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*The Group account manager (the one who sends the invite) is cc'ed when he sends a new user invite to  confirm that the invite email went out.
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===Manage users in a Group account===
 
===Manage users in a Group account===
  
:*The 'User Type for Project' pulldown menu shows the user roles for a particular project, [Not a member, Manager, Author, Reviewer].
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*Initially only the users who are a member of the selected project will be listed.
:*'''If the user signed in is an Account Admin''', then this pull down now contains an additional menu item [Delete User].{The Account Admin is currently the person who requested the Group Account i.e. the first user in the list.)
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*For Admins, to see all users including those who are not members of this project, press the "Show all Users" button. Once this button is pressed the button text changes to "Only show members".
  
:[[File:Delete user 01.PNG]]
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[[File:ACP Show all users 01.png]]
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:*Press the 'Role in project' pulldown menu for a user to change the user role for the current project project, [Not a member, Manager, Author, Reviewer, Delete user]. 
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:*[Delete User] deletes the user from all projects. Only an Admin for the account may do this.
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:[[File:ACP role in project 91.png]]
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:*For Admins, the Users tab shows a search box: As you type into that box, the  list adjusts to show only members whose email name or organization (e.g. Lumina.com) matches what you’ve typed so far.
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[[File:ACP search users 01.png]]
  
 
==Group Account - Add and delete Projects==  
 
==Group Account - Add and delete Projects==  
Any Manager can add a project. The Account Admin can delete projects. (The Account Admin is the user who signed up for the account i.e the first user in the list.)
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:*Account Admins can add or delete projects.  
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Note: The 'Home' project can't be deleted.
  
Note: The 'Home' project can't be deleted).
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:*If you are an Admin, next to the Project pulldown menu there are '+/-' buttons. Select '+' to add a project, then enter the project name into the field provided. Select ' - ' to permanently delete a project.
  
If you are a manager, next to the Project pulldown menu there is a + button ( '+/-' buttons should be present if you are the account admin). Select '+' to add a project, then enter the project name into the field provided. Select ' - ' to permanently delete a project.
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:*If you attempt to add a project with the same name as an existing project, you will be prompted to enter a new project name.
  
 
:[[File:Delete projects ACP 02.PNG]]
 
:[[File:Delete projects ACP 02.PNG]]
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<!-- Not yet implemented in Suan ==Add a custom logo==
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With an ACP Group account or your own ACP server, you can change the logo at the top left of an ACP model.
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* Prepare an image file to use as the logo for your model. You can use png or jpg.
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* Open the model in the ACP Group account.
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* Right-click the Lumina logo at the top left.
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[[File:Right click lumina logo.png]]
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*Select Change image from the right - click menu.
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(Opens a window prompting you to open an image file.)
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*Then navigate to the image you want to use as the logo for this model and open it,
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[[File:Select image.png]]
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That's it - the image you selected will replace the Lumina logo in this model.
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<tip title="Note">If the image is larger than the space allotted on the ACP canvas, it will be resized to fit, so you may need to tweak the image dimensions to make it look the way you want it. The recommended size is 125 x 63 pixels.</tip>
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-->
  
 
==See Also==
 
==See Also==
 
* [[Analytica Cloud Player]]
 
* [[Analytica Cloud Player]]

Revision as of 08:45, 13 October 2021

<<Back to Analytica Cloud Player

With an ACP Group Account users can share Analytica models with each other and deploy models to end users to run via the web. An administrator can set up multiple projects, invite new users, and set their roles on each project as a Reviewer, Author, or Manager. This page introduces the features of a Group Account.

The Models tab

After logging into a Group account, you'll first see the Models tab, which lists the Models (and any data files) for a selected Project:

ACP3 group UI 01.png

It has these elements:

  • Account menu: If there is more than one, Press to see the list of Accounts you are a member of.
  • Project menu: Press to see a menu of your projects and select the project you want to view. It shows all the projects of which you are a member. When you log in, it shows the project you were in when you last logged out.
  • Add/Delete Project button: Only present for Managers and Account admins. Press to add a new project. or delete an existing one.
  • Models: The list of models, spreadsheets, or other data files in this project. Initially, they are sorted by Save date, most recent first. Click on the header "Model" to sort them alphabetically. Click again on Model to reverse the sort order by name, or sort by Save Date or File Size by clicking on the column headers..
  • Search field: Search for file names by entering text in the Search box. The model list adjusts to match file names containing that text as it is entered.

User Types

There are four types of user in an ACP Group account. This table shows their levels of access:

Privileges Admin Manager Author Reviewer
Run models
Save snapshots
Upload & download spreadsheets
Upload & download models
Delete models
Send email invites
Add users and assign users to projects
View subscription info
Add Projects
Delete Projects
Delete Users

You can see a version of this table in the Users tab of the ACP front-end by moving your cursor over the (?).

  • A user may have access to one or several projects, and may have different levels of access in each project.
  • A user has the same password for all projects.
  • A Manager for a project may add new users, including other Managers, and change access levels.

Admin users

  • Admin users have access to all projects, even those for which they are not explicitly assigned membership.
  • Admin users can set up new Projects and add Managers for those Projects. They can also delete users.
  • Lumina will set up one or more people as Admin users as requested by purchaser when creating a Group account (or ACP server installation). Contact Lumina if you want to add or change Admin users.


Users Tab

If you are an Admin or a Manager, you will see the Users tab. Click on it to view or manage users in the project. You won't see this tab if your role is Author or Reviewer in all Projects:

  • For admin users only, there is a button with the option to display all users or only the users who are members of the project.

ACP3 Users Tab 01.png

To add a new user to a project

  • Press the Add Users Button at the bottom of the Users list.
  • Enter the email address(es) of the new user(s).
  • Separate email addresses by a comma or space if you add multiple users.
  • Select the User role as Manager, Reviewer or Author. (When adding multiple users, they must all have the same role on the project. To add users with different roles, add users with each role as a separate group.)
  • Optionally, edit the email you will send to invite the new users.
  • Press the Invite and add Users button.

After sending the invitation, you will receive a cc of the email to confirm it went out.

If an invited user is not already a user on another project in this Account, their invitation email will contain a randomized password. When they first sign in to the group account, ACP will prompt them to change their password.

Each user may have only one ACP password at a time on an ACP server. A user with an existing ACP password, e.g. for an individual ACP account or another Grop account, will be asked to use their existing password.

Manage users in a Group account

  • Initially only the users who are a member of the selected project will be listed.
  • For Admins, to see all users including those who are not members of this project, press the "Show all Users" button. Once this button is pressed the button text changes to "Only show members".

ACP Show all users 01.png

  • Press the 'Role in project' pulldown menu for a user to change the user role for the current project project, [Not a member, Manager, Author, Reviewer, Delete user].
  • [Delete User] deletes the user from all projects. Only an Admin for the account may do this.
ACP role in project 91.png
  • For Admins, the Users tab shows a search box: As you type into that box, the list adjusts to show only members whose email name or organization (e.g. Lumina.com) matches what you’ve typed so far.

ACP search users 01.png

Group Account - Add and delete Projects

  • Account Admins can add or delete projects.

Note: The 'Home' project can't be deleted.

  • If you are an Admin, next to the Project pulldown menu there are '+/-' buttons. Select '+' to add a project, then enter the project name into the field provided. Select ' - ' to permanently delete a project.
  • If you attempt to add a project with the same name as an existing project, you will be prompted to enter a new project name.
Delete projects ACP 02.PNG


See Also

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