Difference between revisions of "ACP Group Plans"

Revision as of 16:10, 8 May 2023

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:

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.
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. (Although this page is specifically for Authors and reviewers, this table lists the access for each type of user.)

Privileges	Admin	Manager	Author	Reviewer
Run models	✓	✓	✓	✓
Save changes to models	✓	✓	✓	✓
Up and download models	✓	✓	✓
Upload data files and spreadsheets	✓	✓	✓	✓
Delete models	✓	✓	✓
Send email invites	✓	✓	✓
Add / Remove Projects	✓
Add / Manage users	✓	✓

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.

Users Tab

Authors and reviewers can browse other members in the project, and their project roles, but they cannot change them.

@@ Line 17: / Line 17: @@
 *'''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.
-<!--*Admin users can see all projects, even those for which they are not explicitly a member.-->
-<!--*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.-->
-* '''Add/Delete Project button:''' Only present for Subscription administrators. 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.
-<!--*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.-->
 === User Types ===
-There are four types of user in an ACP Group account. This table shows their levels of access:
+There are four types of user in an ACP Group account.
+(Although this page is specifically for Authors and reviewers,  this table lists the access for each type of user.)
 {| class="wikitable"
@@ Line 85: / Line 81: @@
 |-
 |}
-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.
-<!--[DP]No more public/Private as of Nov17 in Svet and build 42* Managers are able to see all snapshots in the projects for which they are managers, including those set as private by other users.-->
-==== Admin users ====
-<!-- 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 can set up new Projects and add Managers for those Projects. They can also delete users.
--->
-* Admin users can set up new Projects.
-* Lumina will set up one or more people as Admin users as requested 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.
-<!--* 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.-->
 ==Users Tab==
-If you are an Admin or a Manager, you can manage users in the project.
+* Authors and reviewers can browse other members in the project, and their project roles, but they cannot change them.
-*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: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.
-<!-- not implemented in ACP3 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. When they first sign in to the group account, ACP will prompt them to change their password.
-: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.-->
-===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.
-:[[File: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".
-:[[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].
-:*[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|Size|]]
-:*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]]
-==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.
-:[[File:Delete projects ACP 02.PNG]]
-<!-- 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.
-* 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.
-:[[File: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,
-:[[File:Select image.png]]
-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>
--->
 ==See Also==
 * [[Analytica Cloud Platform]]