Monday, April 20, 2015

User Profiles



PASconcept has different user profiles for employees, clients, subconsultants and administrators. Each profile displays different information and provides different options, depending on the individual.

The defined profiles are all available in the Free, Grow and Prosper versions:

1. Administrator Profile 
2. Employee Profile
3. Client Profile
4. Subconsultant Profile
5. Shared Profile

Notifications

Emails and messages can be exchanged among different users. PASconcept sends notifications to users of the same or different profiles, by the completion of a particular phase.

Users can configure which of the implicit notifications they wish to receive.
Many of the notifications can be configured by the administrator user in the "Messages Templates" option, as a means to customize the content of the messages sent.

Message Subject
From
To
Conten
Template
Proposal xxx Emitted
Admin User
Client User
Email + File
Yes
RFP xxx Emitted
Admin User
Client User
Email + File
Yes
Invoice xxx Emitted
Admin User
Client User
Email + File
Yes
Invoice Ready to Bill
Employee User
Client User
Email
Yes
Insert New Appointment
PASconcept
Employee User
Email + File
No
You have Accepted Proposal xxx
PASconcept
Client/Admin User
Email
No
You have Declined Proposal xxx
PASconcept
Client/Admin User
Email
No
Your RFP xxx have been Declined
PASconcept
Subconsultant User
Email
No
Your RFP xxx have been Accepted
PASconcept
Subconsultant User
Email
No
Invoice HR xxx Emitted
Admin User
Client User
Email + File
Yes
Statement xxx Emitted
Admin User
Client User
Email + File
Yes
Master Credentials
Admin User
Master User
Email
No
Employee Credentials
Admin User
Employee User
Email
No
Clients Credentials
Admin User
Client User
Email
No
Subconsultant Credentials
Admin User
Subconsultant User
Email
No
Employee Assigned Job
Admin User
Employee User
Email
No
%Budget (Job Profit) used information
PASconcept
Admin User
Email
No


PASconcept User Login

To work with PASconcept, a user must log in with an email and a password.



Ways to access the PASconcept app

1. Administrators receive his/her credentials during the registration process via email
2. The employees, clients and subconsultants receive an email from PASconcept with an invitation and information about his/her credentials
3. Clients and subconsultant receive an email to complete or accept information and a link leading to the login page
4. In the main page http://pasconcept.com/, click on the yellow button "Login"




Change My Password

The initial password is automatically generated by PASconcept, but users can change it in Others/Account Options. A valid password must meet the following requirements:

- Minimum 6 (six) characters required
- Minimum 1 (one) nonalphanumeric character required

I forgot my password

If you forget your password, click "Forgot your password?" to recover it. Then a series of steps must be completed.




Step 1.
Your email and a code must be entered and the "Recover PASconcept Account" button must be clicked.

Step 2. 
PASconcept informs whether the entries are correct, and that you will receive an email with the corresponding account information.




Password change is completed by clicking on the link to the PASconcept password reset page.




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