Difference between revisions of "ACP Group Plans"
 
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[[Analytica_Cloud_Platform#See_also|<<Back to Analytica Cloud Platform]]
 
[[Analytica_Cloud_Platform#See_also|<<Back to Analytica Cloud Platform]]
  
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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__
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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.
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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===
 
===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:
 
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:
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{{CalloutAnnotationBlock|[[File:ACP3 group UI 01.png|698px]]|
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{{CalloutAnnotationBlock|[[File:ACP3 group UI 01.png]]|
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<!--{{CalloutAnnotation|Add/Delete Project|v=28|pt=335,81|path=R(347,*)|}}
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{{CalloutAnnotation|Add/Delete Project|v=28|pt=335,81|path=R(347,*)|}}
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{{CalloutAnnotation|Add/Delete Project|v=28|pt=361,81|path=R(347,*)|}}-->
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{{CalloutAnnotation|Add/Delete Project|v=28|pt=361,81|path=R(347,*)|}}
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<!--{{CalloutAnnotation|Users and Account tabs|v=-22|pt=130,13|path=R(130,*)|}}
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{{CalloutAnnotation|Search field|v=150|pt=148,129|}}
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{{CalloutAnnotation|Users and Account tabs|v=-22|pt=200,13|path=R(200,*)|}}
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}}
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{{CalloutAnnotation|Models Tab|v=32|pt=9,27|path=R(1,*)|}}-->
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{{CalloutAnnotation|Choose Account and Project.|v=0|pt=84,62|path=R(44,*)|}}
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It has these elements:
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{{CalloutAnnotation|Choose Account and Project.|v=0|pt=79,91|path=R(35,*)|}}
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{{CalloutAnnotation|Click to sort by file name.|v=70|pt=79,121|path=R(35,*)|}}
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{{CalloutAnnotation|Search field|v=128|pt=148,129|path=R(148,*)|}}
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{{CalloutAnnotation|Select a file to download or delete it.|v=163|pt=30,183|path=R(30,*)|}}
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{{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,*)|}}
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{{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.
 
*'''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.
 
*'''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.
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<!--*Admin users can see all projects, even those for which they are not explicitly a member.-->
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*'''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..
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<!--*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.-->
 
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* '''Add/Delete Project button:''' Only present for Managers and Account admins. Press to add a new project. or delete an existing one.
 
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<font color=blue>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.</font>
 
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*'''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.
 
*'''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.
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<!--*'''Expiration date:''' Shows the expiration date for the ACP Account. Click '''<u>Extend</u>''' to renew your subscription.-->
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* '''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.
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* '''Download''' button - disabled for Reviewers - Pres to open a windows dialog to save the selected file to your local disk.
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* '''Delete''' button - disabled for Reviewers - press to delete the selected file. Delete the file from the model list and the file system.
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* '''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 ===
 
=== User Types ===
  
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There are four types of user in an ACP Group account. This table shows their levels of access:
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There are four types of user in an ACP Group account.  
  
 
{| class="wikitable"
 
{| class="wikitable"
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
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|-
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|Save snapshots
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|Save changes to models
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|-
 
|-
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|Upload & download spreadsheets
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|Up and download models
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|
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|-
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|Upload data files and spreadsheets
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
 
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|Upload & download models
 
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|Delete models
 
|Delete models
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|-
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|Add users and assign users to projects
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|Add / Remove Projects
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|<span style="color:#32CD32">'''✓'''</span>
 
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
 
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<!--|-
 
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Everyone can view thisin ACP3 |View subscription info
 
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|<span style="color:#32CD32">'''✓'''</span>
 
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|<span style="color:#32CD32">'''✓'''</span>
 
 
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|
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|-->
 
 
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|-
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|Add Projects
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|Add / Manage users
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|<!--[DP]Build 42 Svet: Managers can not add projects, only Admin<span style="color:#32CD32">'''✓'''</span>-->
 
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|Delete Projects
 
 
|<span style="color:#32CD32">'''✓'''</span>
 
|<span style="color:#32CD32">'''✓'''</span>
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|-
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<!--|Delete Users
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|}
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|<!--<span style="color:#32CD32">'''✓'''</span>-->Deleting users has been deprecated.
 
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|-->}
 
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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 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 user has the same password for all projects.
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* A Manager for a project may add new users, including other Managers, and change access levels.
 
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<!--[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.-->
 
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==== Admin users ====
 
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<!-- 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
 
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* Admin users have access to all projects, even those for which they are not explicitly assigned membership.
 
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* Admin users can set up new Projects and add Managers for those Projects. They can also delete users.
 
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-->
 
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* Admin users can set up new Projects.
 
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* Lumina will set up one or more people as Admin users as requested by purchaser when creating a Group account (or ACP server installation).
 
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*After installation of a Group account, an admin can manage other administrators using the Subscription Administration project.
 
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<!--* 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==
 
==Users Tab==
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If you are an Admin or a Manager, you can manage users in the project.  
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* Authors and reviewers can review other members in the project, and their project roles, but they cannot change them.
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[[File:ACP3 group UI 02.png|384px]]
  
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*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.
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==Account tab==
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{{CalloutAnnotationBlock|[[File:ACP3 group UI 03.png|471px]]|
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{{CalloutAnnotation|Open Change Password dialog.|v=46|pt=228,81|path=R(208,*)|}}
  
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:[[ File:ACP3 Users Tab 01.png]]
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{{CalloutAnnotation|Link to the Analytica shopping cart.|v=150|pt=350,185|path=R(330,*)|}}
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{{CalloutAnnotation|Number of monthly sessions remaining|v=210|pt=222,200|path=R(180,*)|}}
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=== To add a new user to a project ===
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}}
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*Press the '''Add Users''' Button at the bottom of the Users list.
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* The Account tab has has a link to change your password (you may also do this from the sign in page).
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*Enter the email address(es) of the new user(s).
 
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*Separate email addresses by a comma or space if you add multiple users.
 
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*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.)
 
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*Optionally,  edit the email you will send to invite the new users.
 
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*Press the '''Invite and add Users''' button.
 
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<!-- not implemented in ACP3 After sending the invitation, you will receive a cc of the email to confirm it went out.-->
 
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<!--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.
 
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: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.-->
 
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===Manage admin users===
 
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*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.
 
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*Subscription Administrators (admin users) can add or remove other admins.
 
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*Manage admin users by opening the Subscription Administration project (only present in Group accounts, and only visible to Account admins).
 
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*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).
 
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*Changes to the admin members are effective immediately - the SQL database is updated when you change the pulldown menu.
 
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:[[File:Subscription Administrator project01.png]]
 
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===Manage users in a Group account===
 
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*Initially only the users who are a member of the selected project will be listed.
 
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*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".
 
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:[[File:ACP Show all users 01.png]]
 
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:*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]. 
 
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:*[Not a member] removes the user from the account completely if they are only a member of one project.
 
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:[[File:ACP role in project 91.png|Size|]]
 
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:*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.
 
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[[File:ACP search users 01.png]]
 
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==Group Account - Add and delete Projects==
 
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:*Account Admins can add or delete projects.
 
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Note: The 'Home' project can't be deleted.
 
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:*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.
 
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:*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.
 
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:*Select ' - ' to permanently delete a project.
 
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:[[File:Delete projects ACP 02.PNG]]
 
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<!-- Not yet implemented in Suan ==Add a custom logo==
 
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With an ACP Group account or your own ACP server, you can change the logo at the top left of an ACP model.
 
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* Prepare an image file to use as the logo for your model. You can use png or jpg.
 
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* Open the model in the ACP Group account.
 
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* Right-click the Lumina logo at the top left.
 
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:[[File:Right click lumina logo.png]]
 
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*Select Change image from the right - click menu.
 
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(Opens a window prompting you to open an image file.)
 
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*Then navigate to the image you want to use as the logo for this model and open it,
 
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:[[File:Select image.png]]
 
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That's it - the image you selected will replace the Lumina logo in this model.  
 
  
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<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>
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<!--* A Manager for a project may add new users, including other Managers, and change access levels.-->
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-->
 
  
 
==See Also==
 
==See Also==
 
* [[Analytica Cloud Platform]]
 
* [[Analytica Cloud Platform]]
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* [[ACP_Group_plans_for_Managers_and_Admins|ACP Group Plans for Managers and Admins]]
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* [[Tutorial:_Sharing_a_model_with_ACP|ACP in the Analytica tutorial]]

Latest revision as of 20:09, 9 May 2023


<<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.

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:


ACP3 group UI 01.png


Choose Account and 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.

ACP3 group UI 02.png

Account tab

ACP3 group UI 03.png


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).


See Also

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