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]]
-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__
+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|ACP Group Plans for Managers and Admins]] for more information. __TOC__
 ===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:
+{{CalloutAnnotationBlock|[[File:ACP3 group UI 01.png|698px]]|
-[[File:ACP group UI 01.png]]
+<!--{{CalloutAnnotation|Add/Delete Project|v=28|pt=335,81|path=R(347,*)|}}
+{{CalloutAnnotation|Add/Delete Project|v=28|pt=361,81|path=R(347,*)|}}-->
-It has these elements:
+<!--{{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..
-*'''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 name or Save date to reverse the sort order by name or Save date.
+*'''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.
-*Type the first letter(s) of a file name to show files starting with those letters.
+* '''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.
-*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.
+* '''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 35: / Line 48: @@
 |<span style="color:#32CD32">'''✓'''</span>
 |-
-|Save snapshots
+|Save changes to models
 |<span style="color:#32CD32">'''✓'''</span>
 |<span style="color:#32CD32">'''✓'''</span>
@@ Line 41: / 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 65: / 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>
-|<!--[DP]Build 42 Svet: Managers can not add projects, only Admin<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.
-<!--[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 ====
-* 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.-->
-<!--[DP] This feature removed in Svet and to be removed in all group accounts in 32 I think===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]]
--->
 ==Users Tab==
-If you are an Admin or a Manager, you will see the Users tab. Click on it to view or manage users in the project. You won't see this tab if your role is Author or Reviewer in all Projects:
+* 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:ACP Users tab 01.png]]
-==== To add a user ====
-*Press the '''Add User''' Button at the bottom of the Users list.
-*Enter the email address(es) of the new user(s).
-*If you add multiple users, separate the email address by a comma or space.
-*Select the User role either Manager, Reviewer or Author. (When adding multiple users, they must all have the same role on the project.)
-*Optionally,  edit the email that will be sent to invite the new users.
-*Press the '''Invite and add Users''' button.
-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. They will be prompted to change the password when they first 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.
-===Manage users in a Group account===
-*Initially only the users who are a member of the selected project will be listed.
-*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]]
-:*The 'Role in 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 contains an additional menu item [Delete User]. (Unless a different user is requested by the purchaser, the Account Admin is the user who signed up for the account i.e the first user in the list.)
-:[[File:ACP role in project 91.png]]
-:*For Admins, the Users tab shows a search box, and as you type the user list will adjust to show onlyl members that match the text you’ve typed so far, either in the email name, or name of organization (e.g. Lumina.com).
-[[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. Select ' - ' to permanently delete a project.
-:*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.
-:[[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,
-[[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]]