Difference between revisions of "ACP Group Plans"

Latest revision as of 20:09, 9 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.

This page is mainly for Authors and reviewers. For managers and Subscription Admins, see ACP Group Plans for Managers and Admins for more information.

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:

Choose Account and Project.

Click to sort by file name.

Search field

Select a file to download or delete it.

Model file - click to open. More in the tutorial...

Data file.

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.
Model: 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.
Upload button - Press to open a windows file selection dialog for uploading model and data files from your local disk. Reviewers may only upload data files.
Download button - disabled for Reviewers - Pres to open a windows dialog to save the selected file to your local disk.
Delete button - disabled for Reviewers - press to delete the selected file. Delete the file from the model list and the file system.
Email invite button - Press to open the email invite dialog. See more in the ACP tutorial

User Types

There are four types of user in an ACP Group account.

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.

Users Tab

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

Account tab

Open Change Password dialog.

Link to the Analytica shopping cart.

Number of monthly sessions remaining

The Account tab has has a link to change your password (you may also do this from the sign in page).

@@ Line 1: / Line 1: @@
-[[Category: Analytica Cloud Player]]
+[[Category: Analytica Cloud Platform]]
-[[Analytica_Cloud_Player#See_also|<<Back to Analytica Cloud Player]]
+[[Analytica_Cloud_Platform#See_also|<<Back to Analytica Cloud Platform]]
-An ACP Group Account lets multiple users collaborate and share Analytica models with each other and deploy models to end users as web applications.
+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__
+This page is mainly for Authors and reviewers. For managers and Subscription Admins, see [[ACP_Group_plans_for_Managers_and_Admins|ACP Group Plans for Managers and Admins]] for more information. __TOC__
+===The Models tab===
-This article explains some of the features of the [[Analytica Cloud Player]] (ACP) Group account.
+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:
+{{CalloutAnnotationBlock|[[File:ACP3 group UI 01.png|698px]]|
-==The ACP Group Account UI==
+<!--{{CalloutAnnotation|Add/Delete Project|v=28|pt=335,81|path=R(347,*)|}}
+{{CalloutAnnotation|Add/Delete Project|v=28|pt=361,81|path=R(347,*)|}}-->
+<!--{{CalloutAnnotation|Users and Account tabs|v=-22|pt=130,13|path=R(130,*)|}}
+{{CalloutAnnotation|Users and Account tabs|v=-22|pt=200,13|path=R(200,*)|}}
+{{CalloutAnnotation|Models Tab|v=32|pt=9,27|path=R(1,*)|}}-->
+{{CalloutAnnotation|Choose Account and Project.|v=0|pt=84,62|path=R(44,*)|}}
+{{CalloutAnnotation|Choose Account and Project.|v=0|pt=79,91|path=R(35,*)|}}
+{{CalloutAnnotation|Click to sort by file name.|v=70|pt=79,121|path=R(35,*)|}}
+{{CalloutAnnotation|Search field|v=128|pt=148,129|path=R(148,*)|}}
+{{CalloutAnnotation|Select a file to download or delete it.|v=163|pt=30,183|path=R(30,*)|}}
+{{CalloutAnnotation|Model file - click to open. [[Tutorial:_Sharing_a_model_with_ACP#Browsing_the_model|More in the tutorial...]]|v=217|pt=62,210|path=R(30,*)|}}
+{{CalloutAnnotation|Data file.|v=292|pt=62,240|path=R(30,*)|}}}}
+*'''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.
+*'''Model:'''  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.
+* '''Upload''' button - Press to open a windows file selection dialog for uploading model and data files from your local disk. Reviewers may only upload data files.
+* '''Download''' button - disabled for Reviewers - Pres to open a windows dialog to save the selected file to your local disk.
+* '''Delete''' button - disabled for Reviewers - press to delete the selected file. Delete the file from the model list and the file system.
+* '''Email invite''' button - Press to open the [[Tutorial:_Sharing_a_model_with_ACP#Sending_Invitations|email invite]] dialog. [[Tutorial:_Sharing_a_model_with_ACP#Sending_Invitations|See more in the ACP tutorial]]
 === 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.
 {| class="wikitable"
@@ Line 29: / Line 48: @@
 |<span style="color:#32CD32">'''✓'''</span>
 |-
-|Save snapshots
+|Save changes to models
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
@@ Line 35: / Line 54: @@
 |<span style="color:#32CD32">'''✓'''</span>
 |-
-|Upload & download spreadsheets
+|Up and download models
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
+|
+|-
+|Upload data files and spreadsheets
 |<span style="color:#32CD32">'''✓'''</span>
-|-
-|Upload & download models
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
-|
 |-
 |Delete models
@@ Line 59: / Line 78: @@
 |
 |-
-|Add users and assign users to projects
+|Add / Remove Projects
-|<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
 |
-|
-|-
-|View subscription info
-|<span style="color:#32CD32">'''✓'''</span>
-|<span style="color:#32CD32">'''✓'''</span>
 |
 |
 |-
-|Add Projects
+|Add / Manage users
-|<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
-|
-|
-|-
-|Delete Projects
 |<span style="color:#32CD32">'''✓'''</span>
-|
 |
 |
 |-
-|Delete Users
-|<span style="color:#32CD32">'''✓'''</span>
-|
-|
-|
 |}
-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.
-* 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 ====
-* 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.
-* 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.
-===Ability to switch "Access" to models.===
-The "Access" column in the model's listing is now a pulldown menu so users can toggle the privacy setting {"Private" or "Public").
-By default, when an author or manager uploads a model into an ACP Group Account, that model is accessible by all members of that project i.e. it is "public". And in the models listing table, the column "Access" displays the text "public".
-By default, when a project member saves changed inputs to a model i.e. makes a snapshot, that snapshot is "private". In the models listing, the model is only listed for that user who saved the changes, and the access column of that table has text "private".
-:[[File:Access 01.png]]
-==Group Account's Users Tab==
-===Adding New Users===
-A manager can add a new user to a Group account. Authors and reviewers cannot see the Users tab.
-*Open the 'Users' tab.
-*Press the [Add User] Button at the bottom of the Users list.
-The process should be self explanatory...
-*Enter the email address(es) of the new user.
-*Select the User privileges either Manager, Reviewer or Author.
-{Optional: You can edit the email sent.}
-*Press the Invite and add Users button.
-*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.
-:*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.
-*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.
-===Manage users in a Group account===
-:*The 'User Type for 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 now contains an additional menu item [Delete User].{The Account Admin is currently the person who requested the Group Account i.e. the first user in the list.)
-:[[File:Delete user 01.PNG]]
-==Group Account - Add and delete Projects==
-Any Manager can add a project. The Account Admin can delete projects. (The Account Admin is the user who signed up for the account i.e the first user in the list.)
-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.
-:[[File:Delete projects ACP 02.PNG]]
-==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,
+==Users Tab==
+* Authors and reviewers can review other members in the project, and their project roles, but they cannot change them.
+[[File:ACP3 group UI 02.png|384px]]
-[[File:Select image.png]]
+==Account tab==
+{{CalloutAnnotationBlock|[[File:ACP3 group UI 03.png|471px]]|
+{{CalloutAnnotation|Open Change Password dialog.|v=46|pt=228,81|path=R(208,*)|}}
-That's it - the image you selected will replace the Lumina logo in this model.
+{{CalloutAnnotation|Link to the Analytica shopping cart.|v=150|pt=350,185|path=R(330,*)|}}
+{{CalloutAnnotation|Number of monthly sessions remaining|v=210|pt=222,200|path=R(180,*)|}}
+}}
+* The Account tab has has a link to change your password (you may also do this from the sign in page).
-<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>
+<!--* A Manager for a project may add new users, including other Managers, and change access levels.-->
 ==See Also==
-* [[Analytica Cloud Player]]
+* [[Analytica Cloud Platform]]
+* [[ACP_Group_plans_for_Managers_and_Admins|ACP Group Plans for Managers and Admins]]
+* [[Tutorial:_Sharing_a_model_with_ACP|ACP in the Analytica tutorial]]