@@ -7,7 +7,7 @@ tx_slug: documentation_reference_qfieldcloud_django_administration
77
88## Managing Users
99
10- ### Adding Users
10+ ### Adding
1111
1212!!! Workflow
1313
@@ -16,196 +16,203 @@ tx_slug: documentation_reference_qfieldcloud_django_administration
1616
1717 !
1818 3. Fill in the required fields, including "Username", "Password", "Email address", and any additional user information.
19- **Note**: You can also set the user's "Timezone" and email notification preferences for project and organization changes.
19+
20+ !!! Tip
21+ You can also set the user's "Timezone" and email notification preferences for project and organization changes.
2022 4. Click "Save" to add the user, and you'll be redirected to the "People" page with a success message.
2123
2224 !
2325
24- * The "Password" field will show the hashed version of the password. If a system administrator wants to change it,
25- just replace the contents with the new password, QFieldCloud will automatically handle it.
26+ !!! Tip
2627
27- #### Deleting Users
28+ The "Password" field will show the hashed version of the password.
29+ If a system administrator wants to change it, just replace the contents with the new password, QFieldCloud will automatically handle it.
2830
29- * In the "Core" pages, click on "People".
30- * Select the user by clicking on their "Username".
31- * Click the "Delete" button.
31+ ### Deleting
3232
33- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_03.png,800px )
33+ !!! Workflow
3434
35- * The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure".
35+ 1. In the "Core" pages, click on "People".
36+ 2. Select the user by clicking on their "Username".
37+ 3. Click the "Delete" button.
3638
37- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_04.png,800px )
39+ !
40+ 4. The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure".
3841
39- * You will be redirected to the "People" page with a success message.
42+ !
43+ 5. You will be redirected to the "People" page with a success message.
4044
41- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_05.png,800px )
45+ !
4246
43- #### Generating a Reset Password URL for a User
47+ ### Generating a Reset Password URL
4448
45- * Access the "People" in the "Core" pages.
46- * Click on the "Username" of the user for whom you want to generate a reset password URL.
47- * On the user's page to find the "Generate reset password URL" option.
49+ !!! Workflow
4850
49- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_06.png,800px )
51+ 1. Access the "People" in the "Core" pages.
52+ 2. Click on the "Username" of the user for whom you want to generate a reset password URL.
53+ 3. On the user's page to find the "Generate reset password URL" option.
5054
51- * The manager should send the URL to the user via email for password reset.
55+ !
56+ 4. The manager should send the URL to the user via email for password reset.
5257
53- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_07.png,800px )
58+ !
5459
5560## Managing Organizations
5661
57- #### Adding Organizations
58-
59- * Click on "Organizations" in the "Core" pages.
60- * In the "Organizations" page, click "Add Organization".
61-
62- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_08.png,800px )
63-
64- * Fill in the organization details, including "Username" for the organization name, "Email address" for the admin, and select the owner from the dropdown list.
65-
66- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_09.png,800px )
67-
68- * Click "Save" to create the organization, and you'll receive a success message.
69-
70- #### Deleting Organizations
62+ ### Adding
7163
72- * In the "Organizations" page, click on the organization's name.
64+ !!! Worflow
7365
74- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_10.png,800px )
66+ 1. Click on "Organizations" in the "Core" pages.
67+ 2. In the "Organizations" page, click "Add Organization".
7568
76- * Find the "Delete" button.
69+ !
70+ 3. Fill in the organization details, including "Username" for the organization name, "Email address" for the admin, and select the owner from the dropdown list.
7771
78- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_11.png,800px )
72+ !
73+ 4. Click "Save" to create the organization, and you'll receive a success message.
7974
80- * The screen will show you all the related objects that will be deleted.
81- When you double check that this is what you want, proceed with deletion by clicking "Yes, I'm sure".
75+ ### Deleting
8276
83- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_12.png,800px )
84-
85- * You will be redirected to the "Organizations" page with a success message.
86-
87- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_13.png,800px )
77+ !!! Workflow
8878
89- #### Adding Members to an Organization
79+ 1. In the "Organizations" page, click on the organization's name.
9080
91- * Go to the "Organizations" page and select the organization where you want to add members.
92- * Open the "Organization members" tab and click "Add another Organization member" .
81+ !
82+ 2. Find the "Delete" button .
9383
94- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_14.png,800px )
84+ !
85+ 3. The screen will show you all the related objects that will be deleted.
86+ When you double check that this is what you want, proceed with deletion by clicking "Yes, I'm sure".
9587
96- * In the search bar, type the usernames of the users you want to add.
88+ !
89+ 4. You will be redirected to the "Organizations" page with a success message.
9790
98- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_15 .png,800px )
91+ !
9992
100- * After finding the users, click on their names to add them to the "Organization Members" list.
101- * Once all desired members are added, click to "Save" the updated data for the "Organization".
93+ ### Adding Members
10294
103- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_16.png,800px )
95+ !!! Workflow
10496
105- * You will be redirected to the "Organizations" page with a success message.
97+ 1. Go to the "Organizations" page and select the organization where you want to add members.
98+ 2. Open the "Organization members" tab and click "Add another Organization member".
10699
107- #### Remove Members from an Organization
100+ !
101+ 3. In the search bar, type the usernames of the users you want to add.
108102
109- * Go to the "Organizations" page and select the organization where you want to remove members.
110- * Open the "Organization members" tab.
111- * Activate the "Delete?" checkbox for the user you want to remove.
103+ !
104+ 4. After finding the users, click on their names to add them to the "Organization Members" list.
112105
113- ! ![ ] ( ../../../assets/images/self_hosted/managing_organization_django_17.png,800px )
106+ 5. Once all desired members are added, click to "Save" the updated data for the "Organization".
114107
115- * Click to "Save" the updated data for the "Organization".
108+ !
109+ 6. You will be redirected to the "Organizations" page with a success message.
116110
117- ! ![ ] ( ../../../assets/images/self_hosted/managing_organization_django_18.png,800px )
111+ ### Remove Members
118112
119- * You will be redirected to the "Organizations" with a success message.
113+ !!! Worfklow
120114
121- #### Changing Roles of Members in the Organizations
115+ 1. Go to the "Organizations" page and select the organization where you want to remove members.
116+ 2. Open the "Organization members" tab.
117+ 3. Activate the "Delete?" checkbox for the user you want to remove.
122118
123- * Enter the organization where the user's role you want to change is located.
124- * Open the "Organization members" tab.
125- * In the "Role" field, click the dropdown and choose "Member" or "Admin".
119+ !
120+ 4. Click to "Save" the updated data for the "Organization".
126121
127- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_19.png,800px )
122+ !
123+ 5. You will be redirected to the "Organizations" with a success message.
128124
129- * Select the role you want to assign to the user and click to "Save" the updated data for the "Organization".
130- * You will be redirected to the "Organizations" with a success message.
125+ ### Changing Roles of Members
131126
132- #### Creating Teams
127+ !!! Workflow
133128
134- * Access the "Teams" pages in the "Core" pages.
135- * Click "Add Team".
129+ 1. Enter the organization where the user's role you want to change is located.
130+ 2. Open the "Organization members" tab.
131+ 3. In the "Role" field, click the dropdown and choose "Member" or "Admin".
136132
137- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_20.png,800px )
133+ !
134+ 4. Select the role you want to assign to the user and click to "Save" the updated data for the "Organization".
135+ 5. You will be redirected to the "Organizations" with a success message.
138136
139- * Provide a name for the team in the "Username" field and select the organization where the team should belong.
137+ ### Creating Teams
140138
141- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_21.png,800px )
139+ !!! Workflow
142140
143- * In the "Team members" section, click "Add another Team member".
144- * Search for and add the usernames of users you want in the team.
145- * The people added to the Team must be member of the Team's Organization
141+ 1. Access the "Teams" pages in the "Core" pages.
142+ 2. Click "Add Team".
146143
147- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_22.png,800px )
144+ !
145+ 3. Provide a name for the team in the "Username" field and select the organization where the team should belong.
148146
149- * Once all members are added, lick to "Save" the updated data for the "Team".
150- * You will be redirected to the "Teams" page with a success message.
147+ !
148+ 4. In the "Team members" section, click "Add another Team member".
149+ 5. Search for and add the usernames of users you want in the team.
150+ 6. The people added to the Team must be member of the Team's Organization.
151151
152- #### Deleting Teams
152+ !
153+ 7. Once all members are added, lick to "Save" the updated data for the "Team".
154+ 8. You will be redirected to the "Teams" page with a success message.
153155
154- * Enter the team by clicking on its name.
155- * Click the "Delete" button.
156+ ### Deleting Teams
156157
157- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_23.png,800px )
158+ !!! Worfklow
158159
159- * The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure".
160+ 1. Enter the team by clicking on its name.
161+ 2. Click the "Delete" button.
160162
161- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_24.png,800px )
163+ !
164+ 3. The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure".
162165
163- * You will be redirected to the Teams page with a success message.
166+ !
167+ 4. You will be redirected to the Teams page with a success message.
164168
165- #### Removing Members from the Team
169+ ### Removing Members from the Team
166170
167- * Enter the team where you want to delete users.
168- * In the team, activate the "Delete?" checkbox for the users you want to remove.
171+ !!! Workflow
169172
170- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_25.png,800px )
173+ 1. Enter the team where you want to delete users.
174+ 2. In the team, activate the "Delete?" checkbox for the users you want to remove.
171175
172- * Click to "Save" the updated data for the "Team".
173- * You will be redirected to the "Teams" page with a success message.
176+ !
177+ 3. Click to "Save" the updated data for the "Team".
178+ 4. You will be redirected to the "Teams" page with a success message.
174179
175180## Managing Projects
176181
177182### Creating Projects
178183
179- To create projects, follow either Method 1 or Method 2:
184+ There are two ways in which you can create projects, follow either Method 1 or Method 2.
185+
186+ !!! Workflow
180187
181- #### Method 1: Convert a Local Project to a QFieldCloud Project
188+ ** Method 1: Convert a Local Project to a QFieldCloud Project**
182189
183- * In QGIS, access your project and open the QFieldSync plugin.
184- * Click the "QFieldCloud Projects Overview" button.
185- * Click "Create New Project".
190+ 1. In QGIS, access your project and open the QFieldSync plugin.
191+ 2. Click the "QFieldCloud Projects Overview" button.
192+ 3. Click "Create New Project".
186193
187- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_26.png,800px )
194+ !
188195
189- * Choose the option to "Convert the currently open project to a cloud project".
196+ 4. Choose the option to "Convert the currently open project to a cloud project".
190197
191- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_27.png,800px )
198+ !
192199
193- * Provide project details and select the organization.
194- * Click "Create" to initiate the conversion.
200+ 5. Provide project details and select the organization.
201+ 6. Click "Create" to initiate the conversion.
195202
196- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_28.png,800px )
203+ !
197204
198- * Once completed, click "Ok".
199- * The project will be listed in the "QFieldCloud Projects Overview".
200- * In QFieldCloud, navigate to the "Projects" and inspect the project's information.
205+ 7. Once completed, click "Ok".
206+ 8. The project will be listed in the "QFieldCloud Projects Overview".
207+ 9. In QFieldCloud, navigate to the "Projects" and inspect the project's information.
201208
202- !![ ] ( ../../../assets/images/self_hosted/managing_organization_django_29.png,800px )
209+ !
203210
204- #### Method 2: Creating an Empty Project
211+ ** Method 2: Creating an Empty Project**
205212
206213You can create Empty projects by using QFieldSync or directly in QFieldCloud.
207214
208- ##### 2.1. Creating an empty project QFieldCloud method
215+ #### 2.1. Creating an empty project QFieldCloud method
209216
210217* Go to the "Projects" page and click "Add Project".
211218
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