Team
Edit team properties
Select the desired team, modify the properties and click the Save button.
You can control the following settings:
Mail Server
The feature "Mail Server" allows to specify a SMTP server (Simple Mail Transfer Protocol). Doing so, enables your workflows to send emails to any email address. IYOPRO will transfer the emails to the server specified for delivery.
You may specify these credentials for users as well as for teams, which can both be master of a workflow.
Enter your SMTP credentials:
-
SMTP Server - the name or ip adress of you SMPT server
-
SMTP Username - the username to log into your SMTP server
-
SMTP Password - the password to log into your SMTP server
-
SMTP Reply Name - the plain name, which will be used as sender of the email.
-
SMTP Reply To - the email adress which will be used as sender of the email.
Click OK to confirm. Without these settings, emails will only be sent to registered IYOPRO users.
Process Documentation
A process documentation, which has to be published into the IYOPRO portal, must pass the release process.
With this setting the team administrator controls, who might initiate a release and how it might be done.
This can be:
-
Packages can be created by everyone or by a specific group in the team
-
Packages can be released manually or by workflow -
Use this, if the deployment can be done by an authorized user without the need of a release workflow. If you check the option "Allow immediate documentation releasing", the deployment package can be released immediately by the publisher. Otherwise it must be released by an auditor. -
Packages must be released by any workflow -
Use this, if you have several publishing workflows defined. The publisher must choose one of the workflows to start the release process. -
Packages must be released by the selected workflow -
Use this, if you request the release process to use a specific workflow.
Read this to learn more about process documentation deployment.
Library Elements
A library element, which has to be published into the IYOPRO portal, must pass the release process.
With this setting, the team administrator controls how the release might be done.
This can be:
-
New library entries can be released manually or by workflow -
Use this, if the deployment can be done by an authorized user without the need of a release workflow. If you check the option "Allow immediate documentation releasing", the deployment package can be released immediately by the publisher. Otherwise it must be released by an auditor -
New library entries must be released by any workflow -
Use this, if you have several publishing workflows defined. The publisher must choose one of the workflows to start the release process. -
New library entries must be released by the selected workflow -
Use this, if you request the release process to use a specific workflow.
Absence Management
For a process to run efficiently, it is crucial that tasks are not left unfinished if the person responsible is absent.
You therefore have the option of defining absences and getting an overview of the currently defined absence times of other
users as well as configuring who should replace you in your absence.
Read this to learn more about setting a user absent.
By checking the box "Exclude team from absence management", the users of this team will not be displayed in the user selection list and therefore cannot be set as absent.
| A user who is also in a team that has not been excluded from absence management can still be selected in the user selection list. |
Register software keys
Select the Software Keys button from within the edit team properties dialog. Hit the Add button and the "Software Key Registration" dialog will appear. Enter the software key, which has been provided to you via email confirming your IYOPRO purchase order. Click OK to register.
After you have registered a software key, you will find it in the registered software key overview with the following details:
- Software Key
-
The key you entered
- Type
-
The IYOPRO edition for which the key has been exposed, refer to: IYOPRO editions
- Amount
-
The quantity of licenses
- Valid Until
-
The expiration date of the key
- Issued for
-
The name or company, the key has been issued for
Click Back to assign the key to users in the next step.
| You must be member of the Administrators Group to perform this operation. |
For an overview, refer to: Register and activate software keys
Assign software keys to users
| You must be a member of the Administrators Group to perform this operation. |
Click the Key Assignments button.
The assignment list contains all users, which are a member of your team. The key-column indicates the current key assignment for each user.
To assign another key to users:
-
Select one or more users to edit
-
Click on the Basic / Portal / Workflow / Professional / Premium button to assign this key to the selected users.
If you want to assign only one specific key, you can change the option from "Use key(s)" to that key.
You may also change the keys assigned to users at a later point in time.
Filter option: If you want to assign licenses to a specific group of people, you have the option of copying the names from another file or dragging them directly into the filter.
For an overview, refer to: Register and activate software keys