Using a resource allocation: Difference between revisions

simplify add members instructions
No edit summary
(simplify add members instructions)
Line 66: Line 66:
2) From the "My Account" menu, select "Manage RAP Memberships."  This will take you to https://ccdb.computecanada.ca/resource_allocation_projects/members.  In the Resource Allocation Project (RAP) drop-down list on this page, select the RAP to which you want to add members.
2) From the "My Account" menu, select "Manage RAP Memberships."  This will take you to https://ccdb.computecanada.ca/resource_allocation_projects/members.  In the Resource Allocation Project (RAP) drop-down list on this page, select the RAP to which you want to add members.


3) To add a new member (it can be any active user with a PI role or any sponsored role), go to "Add Members" and enter the CCRI of the user you want to add. Once added, you will see the new member highlighted in yellow.
3) To add a new member, go to "Add Members" and enter the CCRI of the user you want to add. Once added, you will see the new member highlighted in yellow.


4) When a new PI is added as a member, you can easily add one or several of their sponsored users or co-PIs by going to “Add Members” and clicking on the "In bulk" link: this will take you to a new page where you can add all or several of the roles associated with that PI at once. If you do not see the name of the user that you are looking for in that list, , then click on "Cancel" to go back to the RAP membership page and follow step 3.
4) If you add a new PI as a member, you can add any of their sponsored users or co-PIs at the same time.  Go to "Add Members" and click on the "In bulk" link: this will take you to a new page where you can add all or several of the roles associated with that PI at once. If you do not see the name of the user that you are looking for in that list, then click on "Cancel" to go back to the RAP membership page and follow step 3.


<!--T:21-->
<!--T:21-->
Line 119: Line 119:
2) From the "My Account" menu, select "Manage RAP Memberships".  This will take you to https://ccdb.computecanada.ca/resource_allocation_projects/members.  In the Resource Allocation Project (RAP) drop-down list on this page, select the RAP to which you want to add members.
2) From the "My Account" menu, select "Manage RAP Memberships".  This will take you to https://ccdb.computecanada.ca/resource_allocation_projects/members.  In the Resource Allocation Project (RAP) drop-down list on this page, select the RAP to which you want to add members.


3) To add a new member (it can be any active user with a PI role or any sponsored role), go to "Add Members" and enter the CCRI of the user you want to add. Once added, you will see the new member highlighted in yellow.
3) To add a new member, go to "Add Members" and enter the CCRI of the user you want to add. Once added, you will see the new member highlighted in yellow.


4) When a new PI is added as a member, you can easily add one or several of their sponsored users or co-PIs by going to “Add Members” and clicking on the "In bulk" link: this will take you to a new page where you can add all or several of the roles associated with that PI at once. If you do not see the name of the user that you are looking for in that list, , then click on "Cancel" to go back to the RAP membership page and follow step 3.
4) If you add a new PI as a member, you can add any of their sponsored users or co-PIs at the same time.  Go to "Add Members" and click on the "In bulk" link: this will take you to a new page where you can add all or several of the roles associated with that PI at once. If you do not see the name of the user that you are looking for in that list, then click on "Cancel" to go back to the RAP membership page and follow step 3.


<!--T:39-->
<!--T:39-->
Bureaucrats, cc_docs_admin, cc_staff
2,879

edits