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ONLINE MANUALver. 1.23

How To Operate

Staff Registration

From the management screen sidebar “Staff”, register the trace staff.
When registration is completed, an 8-digit access code* will be issued automatically.

* The project manager should send the access code to the trace staff.
The receiving staff member can log in to the project app by accessing the url (QR code reader) sent to them and entering the access code on the displayed screen.

New Staff Registration

(1) Click “+ Create New Staff”.A

(2) Enter the staff’s “Last name, First name, Phone number, Remarks field (optional)”.B
(3) Select the relevant project from “Projects” Cto display “permission group”.
    Select which authorization group the staff belongs to.
(4) You can log in when “Active” is checked in “Status”,D If you uncheck it, you will not be able to log in.
(5) When the input is complete, click “Save”.E

(6) Return to the “staff” screen, the registered staff information will be displayed in the list with an automatically numbered 8-digit access code.F
(7) When the registration is completed, the staff information will be reflected in the relevant project,
you will be able to trace.

[ Staff List ]

(1) A list of staff will be displayed.
If you want to search for staff, you can search from the search window Aat the top right of the screen.
* You can search by name, mobile phone number, and remarks information.

Configuring Permission Groups

[ Permission Group List ]

(1) Permission groups are displayed in a list.A
If you want to search for a permission group, you can do so from the search windowBat the top right of the screen.

Click on the displayed group to check C“Basic settings”, “Project permissions”, and “Staff list”.
[ Basic settings ]D
You can edit the permission group name and change the status (active/inactive).
[ Project Permissions ]E
You can change the access permissions.
[ Staff List ]F
You can edit (replace) the staff of the relevant permission group.
[ Merge ]
You can merge several existing authorization groups and create new ones.
(1) Click “Merge settings”.A

(2) Select the group nameByou want to merge and click “confirm merge”Cat the top right of the screen.
    Enter a new permission group name and click execute.

(3) Enter a new permission group nameDand click execute.E

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