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HQ Control Basic Tutorial 2


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Getting Started with HQ Control

Basic Tutorial 2 for Super Administrators: User Accounts, Roles & Access Rights

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HQ Control Basic Tutorial 2

  1. 1. Basic Tutorial 2: Getting Started with HQ Control User Accounts, Access Rights & Roles by Hexagram Solutions The Project Information Retrieval System © 2009-2010 Hexagram Solutions.
  2. 2. <ul><li>Welcome to the HQ Control quickstart guide! </li></ul><ul><li>In this tutorial, we will achieve the following: </li></ul><ul><ul><ul><li>Explanation of user roles and access rights </li></ul></ul></ul><ul><ul><ul><li>Creating user accounts for your company </li></ul></ul></ul><ul><ul><ul><li>Managing user access rights/roles </li></ul></ul></ul>by Hexagram Solutions
  3. 3. <ul><li>In HQ Control, there are 3 types of user roles: </li></ul>by Hexagram Solutions User Roles & Access Rights Roles Super Admin Admin Member View & 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 ✔
  4. 4. 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
  5. 5. by Hexagram Solutions 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
  6. 6. by Hexagram Solutions 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
  7. 7. by Hexagram Solutions 1. Click “Manage Administrators & Members” beside the project’s name Manage User Access Rights & Roles
  8. 8. by Hexagram Solutions 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
  9. 9. by Hexagram Solutions 4. Change in access rights/roles reflected. - Repeat steps 2 & 3 to change access rights/roles in future Manage User Access Rights & Roles
  10. 10. by Hexagram Solutions The End Got more questions? Visit or e-mail us at [email_address] © 2009-2010 Hexagram Solutions.