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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[[File:ACP group UI 01.png]]
  
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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*'''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.
==The ACP Group Account UI==
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===Model's listing===
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*'''Project pulldown menu:''' Select projects for which you are a member, and view or manage the models in that project.
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** When a user signs in to an ACP group account, the selected project is the same as when last signed out.<br />
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*'''Model list:''' As you add models or spreadsheets, they re added to the list initially in the order added with the most recent first. You can sort them alphabetically/reverse alphabetically by clicking on the column header of the Model name or Save date column.
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*'''Expiration date:''' Shows the expiration date for the ACP Account.
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[[File:ACP group UI 01.png]]
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====Project list====
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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 name or Save date to reverse the sort order by name or Save date.
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*Type the first letter(s) of a file name to show files starting with those letters.
  
:*press the Down arrow in the projects combo to see a list of the projects you have access to, and to select a project.
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*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.
:*With a large number of projects, typing the first letter of the project name will cause the project listing to jump to projects starting with that letter.
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:*If a project has been manually deleted from the windows file system on the server, it no longer shows in the Projects pulldown menu. Mostly applicable to ACP servers.
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=== User Types ===
 
=== User Types ===
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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:
 
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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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*Open the 'Users' tab.
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[[ File:ACP Users tab 01.png]]
 
[[ File:ACP Users tab 01.png]]
  
*Press the [Add User] Button at the bottom of the Users list.
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==== To add a user ====
 
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*Press the '''Add User''' Button at the bottom of the Users list.
The process should be self explanatory...
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*Enter the email address(es) of the new user.
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*If you add multiple users, separate the email address by a comma or space - users added at the same time must all be of the same access privilege type.
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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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*Press the Invite and add Users button.
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*Enter the email address(es) of the new user(s).
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*If you add multiple users, separate the email address by a comma or space.
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*Select the User role either Manager, Reviewer or Author. (When adding multiple users, they must all have the same role on the project.)
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*Optionally,  edit the email that will be sent to invite the new users.
  
*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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*Press the '''Invite and add Users''' button.
:*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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After sending the invitation, you will receive a cc of the email to confirm it went out.
*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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If an invited user is not already a user on another project in this Account, their invitation email will contain a randomized password. They will be prompted to change the password when they first 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.
 
===Manage users in a Group account===
 
===Manage users in a Group account===
  

Revision as of 02:00, 27 April 2018

<<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:

ACP group UI 01.png

It has these elements:

  • 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.
  • 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.
  • Type the first letter(s) of a file name to show files starting with those letters.
  • Expiration date: Shows the expiration date for the ACP Account. Click Extend to renew your subscription.

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.
  • 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:

ACP Users tab 01.png

To add a user

  • Press the Add User Button at the bottom of the Users list.
  • Enter the email address(es) of the new user(s).
  • If you add multiple users, separate the email address by a comma or space.
  • Select the User role either Manager, Reviewer or Author. (When adding multiple users, they must all have the same role on the project.)
  • Optionally, edit the email that will be sent 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. They will be prompted to change the password when they first sign in to the group account.

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.

Manage users in a Group account

  • Initially only the users who are a member of the selected project will be listed.
  • 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

  • The 'Role in project' pulldown menu shows the user roles for a particular project, [Not a member, Manager, Author, Reviewer].
  • If the user signed in is an Account Admin, then this pull down contains an additional menu item [Delete User]. (Unless a different user is requested by the purchaser, the Account Admin is the user who signed up for the account i.e the first user in the list.)
ACP role in project 91.png
  • For Admins, the Users tab shows a search box, and as you type the user list will adjust to show onlyl members that match the text you’ve typed so far, either in the email name, or name of organization (e.g. Lumina.com).

ACP search users 01.png

Group Account - Add and delete Projects

  • Any Manager can add a project. The Account Admin can delete projects.

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

  • 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.
  • If you attempt to add a project with a name as an existing project, you will be prompted to enter a new project name.
Delete projects ACP 02.PNG

With an ACP Group account or your own ACP server, you can change the logo at the top left of an ACP model.

  • Prepare an image file to use as the logo for your model. You can use png or jpg.
  • Open the model in the ACP Group account.
  • Right-click the Lumina logo at the top left.

Right click lumina logo.png

  • Select Change image from the right - click menu.

(Opens a window prompting you to open an image file.)

  • Then navigate to the image you want to use as the logo for this model and open it,

Select image.png

That's it - the image you selected will replace the Lumina logo in this model.

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.

See Also

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