Basic Tutorial 2: Getting Started with HQ ControlUser Accounts, Access Rights & Roles

by Hexagram Solutions

The Project Information Retrieval System

© 2009-2010 Hexagram Solutions. www.hqcontrol.com

Welcome to the HQ Control quickstart guide!

In this tutorial, we will achieve the following:• Explanation of user roles and access rights• Creating user accounts for your company• Managing user access rights/roles

by Hexagram Solutions

by Hexagram Solutions

In HQ Control, there are 3 types of user roles:

User Roles & Access Rights User Roles & Access Rights

Roles Super Admin Admin MemberView & download project documents ✔ ✔ ✔Add, edit and remove project documents, folders & master files

✔ ✔

Add/manage projects & companies ✔

Create user accounts and manage user access rights/roles

✔

by Hexagram Solutions

1. Click Add/Manage Users- For creating, managing & viewing documents, folders & master files

You can easily create user accounts for your employees to access the HQ Control System.

Create User Accounts Create User Accounts

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2. Click “New User Account”- This will create an account under the company. Access to specific projects under the company can be set and controlled later.

Note: Only accounts created under “Superadmin” will have Super Admin access. Super Admins have access to all features and project documents in the system.

Create User Accounts Create User Accounts

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3. Fill in the details and click “Create New User”

E-mail is optional and can be added by the user later

Mark this box for login details to be automatically e-mailed to the user. E-mail address is required for this. Else, you’ll have to manually inform the user of his login details

Create User Accounts Create User Accounts

by Hexagram Solutions

1. Click “Manage Administrators & Members” beside the project’s name

Manage User Access Rights & Roles Manage User Access Rights & Roles

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2. Mark the user account you’d like to add access

3. Click on the role you’d like to assign to marked users

Manage User Access Rights & Roles Manage User Access Rights & Roles

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4. Change in access rights/roles reflected. - Repeat steps 2 & 3 to change access rights/roles in future

Manage User Access Rights & Roles Manage User Access Rights & Roles

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The End

Got more questions? Visit www.hqcontrol.com or

e-mail us at enquiries@hqcontrol.com

© 2009-2010 Hexagram Solutions. www.hqcontrol.com