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]]
  
An ACP Group Account lets multiple users collaborate and share Analytica models with each other and deploy models to end users as web applications.
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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__
  
__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:
  
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{{CalloutAnnotationBlock|[[File:ACP3 group UI 01.png]]|
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{{CalloutAnnotation|Add/Delete Project|v=28|pt=335,81|path=R(347,*)|}}
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{{CalloutAnnotation|Add/Delete Project|v=28|pt=361,81|path=R(347,*)|}}
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{{CalloutAnnotation|Search field|v=150|pt=148,129|}}
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}}
  
This article explains some of the features of the [[Analytica Cloud Player]] (ACP) Group account.
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It has these elements:
 
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*'''Account menu:''' If there is more than one, Press to see the list of Accounts you are a member of.
==The ACP Group Account UI==
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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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<font color=blue>There is a known issue deleting projects which have been used -  ie a model has been opened from that project. Only New projects which have not yet been used can be deleted.</font>
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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.-->
  
 
=== User Types ===
 
=== 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"
 
{| class="wikitable"
 
!Privileges
 
!Privileges
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!Admin
 
!Manager
 
!Manager
 
!Author
 
!Author
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|-
 
|-
 
|Run models
 
|Run models
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
|-
 
|Save snapshots
 
|Save snapshots
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
|-
 
|Upload & download spreadsheets
 
|Upload & download spreadsheets
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
|-
 
|Upload & download models
 
|Upload & download models
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
|-
 
|Delete models
 
|Delete models
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
|-
 
|Send email invites
 
|Send email invites
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|
 
|
 
|-
 
|-
|Manage users
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|Add users and assign users to projects
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|
 
|
 
|
 
|
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<!--|-
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Everyone can view thisin ACP3 |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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|-->
 
|-
 
|-
|View subscription info
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|Add Projects
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<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>-->Deleting users has been deprecated.
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|
 
|
 
|
 
|
 
|
 
 
|}
 
|}
  
===Ability to switch "Access" to models.===
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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 (?).
  
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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* 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.-->
  
By default, when an author or manager uploads a model into an ACP Group Account, that model is accessible by all members of that project i.e. it is "public". And in the models listing table, the column "Access" displays the text "public".
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==== Admin users ====
  
By default, when a project member saves changed inputs to a model i.e. makes a snapshot, that snapshot is "private". In the models listing, the model is only listed for that user who saved the changes, and the access column of that table has text "private".
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<!-- Admins cannot delete users any more, and Managers can be added by other Managers. Also Admins cannot see other projects if they did not create them or if they are not a member
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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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-->
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* Admin users can set up new Projects.
  
:[[File:Access 01.png]]
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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).
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*After installation of a Group account, an admin can manage other administrators using the Subscription Administration project.
  
==Group Account's Users Tab==
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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.-->
===Adding New Users===
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A manager can add a new user to a Group account. Authors and reviewers cannot see the Users tab.
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==Users Tab==
*Open the 'Users' tab.
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If you are an Admin or a Manager, you can manage users in the project.  
*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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*For admin and managers only, there is a button with the option to display all users or only the users who are members of the project.
*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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:[[ File:ACP3 Users Tab 01.png]]
  
*Press the Invite and add Users button.
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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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<!-- not implemented in ACP3 After sending the invitation, you will receive a cc of the email to confirm it went out.-->
  
*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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<!--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.
:*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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: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.-->
*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 admin users===
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*You will have at least 1 Subscription administrator designated for each Group Account. Lumina will set this up for you, or your server Admin will do it if your organization has it's own ACP server.
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*Subscription Administrators (admin users) can add or remove other admins.
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*Manage admin users by opening the Subscription Administration project (only present in Group accounts, and only visible to Account admins).
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*The Subscription Administration project is different from others in that there are no models or models tab, and in the Users tab only 2 options in the  Role in project pulldown menu. You can select Administrator (which makes the user an Administrator/Admin of the entire subscription), or not a member (they are not a subscription administrator).
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*Changes to the admin members are effective immediately - the SQL database is updated when you change the pulldown menu.
 +
 
 +
:[[File:Subscription Administrator project01.png]]
  
 
===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 and Managers, 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]]
  
==Group Account - Add and delete Projects==
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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].
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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:*[Not a member] removes the user from the account completely if they are only a member of one project.  
  
Note: The 'Home' project can't be deleted).
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:[[File:ACP role in project 91.png|Size|]]
  
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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:*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]]
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 +
==Group Account - Add and delete Projects==
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:*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.  
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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.
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:*Select ' - ' to permanently delete a project.
  
 
:[[File:Delete projects ACP 02.PNG]]
 
:[[File:Delete projects ACP 02.PNG]]
 +
 +
<!-- 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]]

Latest revision as of 09:03, 12 November 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


Add/Delete Project


Add/Delete Project


Search field

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.

There is a known issue deleting projects which have been used - ie a model has been opened from that project. Only New projects which have not yet been used can be deleted.

  • 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
Add Projects
Delete Projects
Delete Users Deleting users has been deprecated.

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 can set up new Projects.
  • Lumina will set up one or more people as Admin users as requested by purchaser when creating a Group account (or ACP server installation).
  • After installation of a Group account, an admin can manage other administrators using the Subscription Administration project.


Users Tab

If you are an Admin or a Manager, you can manage users in the project.

  • For admin and managers 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.


Manage admin users

  • You will have at least 1 Subscription administrator designated for each Group Account. Lumina will set this up for you, or your server Admin will do it if your organization has it's own ACP server.
  • Subscription Administrators (admin users) can add or remove other admins.
  • Manage admin users by opening the Subscription Administration project (only present in Group accounts, and only visible to Account admins).
  • The Subscription Administration project is different from others in that there are no models or models tab, and in the Users tab only 2 options in the Role in project pulldown menu. You can select Administrator (which makes the user an Administrator/Admin of the entire subscription), or not a member (they are not a subscription administrator).
  • Changes to the admin members are effective immediately - the SQL database is updated when you change the pulldown menu.
Subscription Administrator project01.png

Manage users in a Group account

  • Initially only the users who are a member of the selected project will be listed.
  • For Admins and Managers, 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].
  • [Not a member] removes the user from the account completely if they are only a member of one project.
ACP role in project 91.png
  • 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.
  • 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.
  • Select ' - ' to permanently delete a project.
Delete projects ACP 02.PNG


See Also

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