Difference between revisions of "ACP Group Accounts"

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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:
 
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:
  
[[File:ACP group UI 01.png]]
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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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}}
  
 
It has these elements:
 
It has these elements:
*'''Project menu:''' Press to see a menu of your projects and select the project you want to view.  For non - Admin users, 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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*'''Account menu:''' If there is more than one, Press to see the list of Accounts you are a member of.
*Admin users can see all projects, even those for which they are not explicitly a member.
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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.
*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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<!--*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.-->
*'''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 name or Save date to reverse the sort order by name or Save date.
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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.
<!--*Type the first letter(s) of a file name to show files starting with those letters. [DP] I am not aware of this being implemented.-->
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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..
*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.
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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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|
 
|
 
|
 
|
|-
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<!--|-
|View subscription info
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Everyone can view thisin ACP3 |View subscription info
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|
 
|
|
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|-->
 
|-
 
|-
 
|Add Projects
 
|Add Projects
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|-
 
|-
 
|Delete Users
 
|Delete Users
|<span style="color:#32CD32">'''✓'''</span>
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|<!--<span style="color:#32CD32">'''✓'''</span>-->Deleting users has been deprecated.
 
|
 
|
 
|
 
|
 
|
 
|
 
|}
 
|}
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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 (?).
 
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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==== Admin users ====
 
==== Admin users ====
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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
 
* Admin users have access to all projects, even those for which they are not explicitly assigned membership.
 
* 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.
 
* 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.
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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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* Admin users can set up new Projects.
  
<!--[DP] This feature removed in Svet and to be removed in all group accounts in 32 I think===Ability to switch "Access" to models.===
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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).
 +
*After installation of a Group account, an admin can manage other administrators using the Subscription Administration project.
  
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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<!--* 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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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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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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:[[File:Access 01.png]]
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-->
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==Users Tab==
 
==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:
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If you are an Admin or a Manager, you can manage users in the project.  
  
*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.
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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.
  
[[ File:ACP Users tab 01.png]]
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:[[ File:ACP3 Users Tab 01.png]]
  
 
=== To add a new user to a project ===
 
=== To add a new user to a project ===
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*Optionally,  edit the email you will send to invite the new users.
 
*Optionally,  edit the email you will send to invite the new users.
 
*Press the '''Invite and add Users''' button.
 
*Press the '''Invite and add Users''' button.
After sending the invitation, you will receive a cc of the email to confirm it went out.
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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.-->
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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.-->
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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.
 +
*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).
 +
*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.
  
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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:[[File:Subscription Administrator project01.png]]
: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.
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===Manage users in a Group account===
 
===Manage users in a Group account===
  
 
*Initially only the users who are a member of the selected project will be listed.
 
*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".
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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:ACP Show all users 01.png]]
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:[[File: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].   
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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] deletes the user from all projects. Only an Admin for the account may do this.  
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:*[Not a member] removes the user from the account completely if they are only a member of one project.  
  
:[[File:ACP role in project 91.png]]
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:[[File:ACP role in project 91.png|Size|]]
  
:*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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:*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.
  
 
[[File:ACP search users 01.png]]
 
[[File:ACP search users 01.png]]
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Note: The 'Home' project can't be deleted.
 
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.
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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.  
 
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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.
 
:*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]]
  
==Add a custom logo==
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<!-- Not yet implemented in Suan ==Add a custom logo==
 
With an ACP Group account or your own ACP server, you can change the logo at the top left of an ACP model.
 
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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* Right-click the Lumina logo at the top left.  
 
* Right-click the Lumina logo at the top left.  
  
[[File:Right click lumina logo.png]]
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:[[File:Right click lumina logo.png]]
  
 
*Select Change image from the right - click menu.
 
*Select Change image from the right - click menu.
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*Then navigate to the image you want to use as the logo for this model and open it,
 
*Then navigate to the image you want to use as the logo for this model and open it,
  
[[File:Select image.png]]
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:[[File:Select image.png]]
  
 
That's it - the image you selected will replace the Lumina logo in this model.  
 
That's it - the image you selected will replace the Lumina logo in this model.  
  
 
<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>
 
<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>
 +
-->
  
 
==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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