Modify a User:
On the menu bar, click the Gear icon.
And on the left hand side menu, go to User Management and click on Users.
Modify the parameters
Click on the user you wish to modify and this will open a screen where you can make any required changes.
General tab
In addition to changing the name of this resource, you can also modify the email address this person will use to log in PSOhub as well as where the notifications will be sent.
From this tab, you can also deactivate the resource by clicking on the corresponding button at the bottom of the screen.
Access and Roles
Field | Description |
Access Level | Use the dropdown arrow to assign a different access level to this user (note, that at the bottom of the User management page, you will see an explanation for each access level). |
Business Unit | Use the dropdown arrow to select a different business unit where your user now belongs. |
Role | To add or remove a role,: click on the arrow next to the list of roles and, in the next window, check additional roles or uncheck the roles you wish to remove. Once you are done, click Save.
Note: You can add multiple roles to a user and that one person can also have multiple roles within the same project. |
Default Role | If the default role has changed, select this role via the dropdown arrow. |
Tags | Select or create keywords to define this user and to use in searches/filters. For example, skillsets, location, responsibilities, etc. |
Configuration
Field | Description |
Timesheet Required | This field has dual function: Switch this on if this user needs to log their hours each week. This will then:
If you want PSOhub to calculate the % of utilization of a resource, you will also want this feature to be switched on. This will then:
|
Start date timesheet registration | This is the date from which a user can begin entering time entries |
Exclude from resource and task capacity | This relates to Capacity and Resource Planning. By selecting Yes, the user will no longer be added to the Capacity Overview or Resource Planning |
Days of Holiday | The number of statutory holidays for the team member. This will be used for the purposes of dashboards |
Is external | This is only used for reporting purposes and relates to how users are shown in the Odata feed |
Capacity
By default, PSOhub has equally divided per day the number specified in the field Working Hours when you invited the resource.
You can however define a different schedule for this user; e.g. a 3-day work week or even alternating week. Once you've updated the capacity of this resource, click the Save button.
Click on the Tour below to have an overview of how to define the capacity of a resource in PSOhub.
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