Differences

This shows you the differences between two versions of the page.

--- en:diary:projectsetup [2024/09/30 14:56] – Lada Svobodová
+++ en:diary:projectsetup [2024/10/02 09:36] (current) – Lada Svobodová
@@ Line 63: / Line 63: @@
 After establishing the construction site, it is necessary to create a construction project team.
-You can add other companies with the button + New. Then fill in the details.
+=====Project Team Member=====
+The Members tab contains a list of people who form the project team of the construction project. Every person should be assigned to a particular company.
+You can insert new members using the button + New.
+The meaning of the data fields is obvious from their names.
+If a user already has a Buildary account, the telephone number will be taken from the information provided in the user account. Please be sure that the user E-mail on the account and on the team member list do match.
+After inserting a new member of the project team, an invitation is sent to his/her E-mail address. From now on, the user has access to the project.
+{{:en:diary:project_team_member.png?600|}}
+===== Companies=====
+The tab Companies contains all the companies participating in the construction. The first entry in the company list is always automatically the company from the domain. You can add more companies by clicking the + New button
 {{gallery>:en:diary:company_list.png?direct&600|Company list window}}
@@ Line 78: / Line 93: @@
 You can expand the company information so that it's members can be seen. You can assign members to the company immediately when you create new project team members. Or you can do it any time later.
-===== Company Roles =====
-In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.
+===== Team Member Roles =====
-<WRAP info> If you rename the default roles on the list, try not to change the meaning of the role. We recommend creating new role than renaming the existing one. </WRAP>
-===== Team Members=====
+This window contains a list of roles for individuals on the construction site. Each role also defines their permissions.
-The ** Members ** tab contains a list of people who form the project team of the construction project. Every person should be assigned to a particular company.
+You can create your own roles or edit the default roles. Renaming default roles is recommended only if it is a formal name change that does not alter the meaning of the role.
-You can insert new members using the icon {{cs:diary:btn_plus.png?nolink&|Tlačítko Přidat}} after filling in the edit line.
-The meaning of the data fields is obvious from their names.
-If a user already has a Buildary account, the telephone number will be taken from the information provided in the user account. Please be sure that the user E-mail on the account and on the team member list do match.
+<WRAP 100%>
-After inserting a new member of the project team, an invitation is sent to his/her E-mail address. From now on, the user has access to the project.
+{{:en:diary:team_member_roles.png?400|}}
-<WRAP info> Access to the project doesn't mean that user can enter any dairy. He/she must be added to the diary as an authorized person to be able to enter and work in it. </WRAP>
+<WRAP info> If you rename the default roles on the list, try not to change the meaning of the role. We recommend creating new role than renaming the existing one. </WRAP>
-===== Team Member Roles =====
-<WRAP 100%> <WRAP 600px left>
-{{:en:diary:team_member_roles.png?400|}}
+ <WRAP clear />
-</WRAP> In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.
-You can insert new roles using the icon + New.
+=====Company Roles=====
+In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.
  <WRAP clear />
-<WRAP info> A role is assigned to the user in the "Diary identification", "Authorized persons" section. </WRAP>
 ===== Project Sections and Plans =====