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+!![](../../../assets/images/self_hosted/managing_organization_django_01.png,800px) + +* Fill in the required fields, including "Username", "Password", "Email address", and any additional user information. +You can also set the user's "Timezone" and email notification preferences for project and organization changes. +* Click "Save" to add the user, and you'll be redirected to the "People" page with a success message. + +!![](../../../assets/images/self_hosted/managing_organization_django_02.png,800px) + +* The "Password" field will show the hashed version of the password. If a system administrator wants to change it, +just replace the contents with the new password, QFieldCloud will automatically handle it. + +#### Deleting Users + +* In the "Core" pages, click on "People". +* Select the user by clicking on their "Username". +* Click the "Delete" button. + +!![](../../../assets/images/self_hosted/managing_organization_django_03.png,800px) + +* The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure". + +!![](../../../assets/images/self_hosted/managing_organization_django_04.png,800px) + +* You will be redirected to the "People" page with a success message. + +!![](../../../assets/images/self_hosted/managing_organization_django_05.png,800px) + +#### Generating a Reset Password URL for a User + +* Access the "People" in the "Core" pages. +* Click on the "Username" of the user for whom you want to generate a reset password URL. +* On the user's page to find the "Generate reset password URL" option. + +!![](../../../assets/images/self_hosted/managing_organization_django_06.png,800px) + +* The manager should send the URL to the user via email for password reset. + +!![](../../../assets/images/self_hosted/managing_organization_django_07.png,800px) + +## Managing Organizations + +#### Adding Organizations + +* Click on "Organizations" in the "Core" pages. +* In the "Organizations" page, click "Add Organization". + +!![](../../../assets/images/self_hosted/managing_organization_django_08.png,800px) + +* Fill in the organization details, including "Username" for the organization name, "Email address" for the admin, and select the owner from the dropdown list. + +!![](../../../assets/images/self_hosted/managing_organization_django_09.png,800px) + +* Click "Save" to create the organization, and you'll receive a success message. + +#### Deleting Organizations + +* In the "Organizations" page, click on the organization's name. + +!![](../../../assets/images/self_hosted/managing_organization_django_10.png,800px) + +* Find the "Delete" button. + +!![](../../../assets/images/self_hosted/managing_organization_django_11.png,800px) + +* The screen will show you all the related objects that will be deleted. +When you double check that this is what you want, proceed with deletion by clicking "Yes, I'm sure". + +!![](../../../assets/images/self_hosted/managing_organization_django_12.png,800px) + +* You will be redirected to the "Organizations" page with a success message. + +!![](../../../assets/images/self_hosted/managing_organization_django_13.png,800px) + +#### Adding Members to an Organization + +* Go to the "Organizations" page and select the organization where you want to add members. +* Open the "Organization members" tab and click "Add another Organization member". + +!![](../../../assets/images/self_hosted/managing_organization_django_14.png,800px) + +* In the search bar, type the usernames of the users you want to add. + +!![](../../../assets/images/self_hosted/managing_organization_django_15.png,800px) + +* After finding the users, click on their names to add them to the "Organization Members" list. +* Once all desired members are added, click to "Save" the updated data for the "Organization". + +!![](../../../assets/images/self_hosted/managing_organization_django_16.png,800px) + +* You will be redirected to the "Organizations" page with a success message. + +#### Remove Members from an Organization + +* Go to the "Organizations" page and select the organization where you want to remove members. +* Open the "Organization members" tab. +* Activate the "Delete?" checkbox for the user you want to remove. + +!![](../../../assets/images/self_hosted/managing_organization_django_17.png,800px) + +* Click to "Save" the updated data for the "Organization". + +!![](../../../assets/images/self_hosted/managing_organization_django_18.png,800px) + +* You will be redirected to the "Organizations" with a success message. + +#### Changing Roles of Members in the Organizations + +* Enter the organization where the user's role you want to change is located. +* Open the "Organization members" tab. +* In the "Role" field, click the dropdown and choose "Member" or "Admin". + +!![](../../../assets/images/self_hosted/managing_organization_django_19.png,800px) + +* Select the role you want to assign to the user and click to "Save" the updated data for the "Organization". +* You will be redirected to the "Organizations" with a success message. + +#### Creating Teams + +* Access the "Teams" pages in the "Core" pages. +* Click "Add Team". + +!![](../../../assets/images/self_hosted/managing_organization_django_20.png,800px) + +* Provide a name for the team in the "Username" field and select the organization where the team should belong. + +!![](../../../assets/images/self_hosted/managing_organization_django_21.png,800px) + +* In the "Team members" section, click "Add another Team member". +* Search for and add the usernames of users you want in the team. +* The people added to the Team must be member of the Team's Organization + +!![](../../../assets/images/self_hosted/managing_organization_django_22.png,800px) + +* Once all members are added, lick to "Save" the updated data for the "Team". +* You will be redirected to the "Teams" page with a success message. + +#### Deleting Teams + +* Enter the team by clicking on its name. +* Click the "Delete" button. + +!![](../../../assets/images/self_hosted/managing_organization_django_23.png,800px) + +* The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure". + +!![](../../../assets/images/self_hosted/managing_organization_django_24.png,800px) + +* You will be redirected to the Teams page with a success message. + +#### Removing Members from the Team + +* Enter the team where you want to delete users. +* In the team, activate the "Delete?" checkbox for the users you want to remove. + +!![](../../../assets/images/self_hosted/managing_organization_django_25.png,800px) + +* Click to "Save" the updated data for the "Team". +* You will be redirected to the "Teams" page with a success message. + +## Managing Projects + +### Creating Projects + +To create projects, follow either Method 1 or Method 2: + +#### Method 1: Convert a Local Project to a QFieldCloud Project + +* In QGIS, access your project and open the QFieldSync plugin. +* Click the "QFieldCloud Projects Overview" button. +* Click "Create New Project". + +!![](../../../assets/images/self_hosted/managing_organization_django_26.png,800px) + +* Choose the option to "Convert the currently open project to a cloud project". + +!![](../../../assets/images/self_hosted/managing_organization_django_27.png,800px) + +* Provide project details and select the organization. +* Click "Create" to initiate the conversion. + +!![](../../../assets/images/self_hosted/managing_organization_django_28.png,800px) + +* Once completed, click "Ok". +* The project will be listed in the "QFieldCloud Projects Overview". +* In QFieldCloud, navigate to the "Projects" and inspect the project's information. + +!![](../../../assets/images/self_hosted/managing_organization_django_29.png,800px) + +#### Method 2: Creating an Empty Project + +You can create Empty projects by using QFieldSync or directly in QFieldCloud. + +##### 2.1. Creating an empty project QFieldCloud method + +* Go to the "Projects" page and click "Add Project". + +!![](../../../assets/images/self_hosted/managing_organization_django_30.png,800px) + +* Fill in project details and select the organization as the owner. + +* Click to "Save" the updated data for the project. + +!![](../../../assets/images/self_hosted/managing_organization_django_31.png,800px) + +* In QGIS and the QFieldSync plugin, access the "QFieldCloud Projects Overview". +* Select the new project and synchronize it. +* Choose the path for storing the project files and complete the synchronization. + +!![](../../../assets/images/self_hosted/managing_organization_django_34.png,800px) + +* Click "Ok". +* Edit the project in an external file browser. +* Paste the necessary project files into the folder. +* Return to QFieldSync and complete the synchronization. + +!![](../../../assets/images/self_hosted/managing_organization_django_35.png,800px) + +* Once finished, inspect the files in the project. + +!![](../../../assets/images/self_hosted/managing_organization_django_36.png,800px) + +##### 2.2. Creating an empty project QFieldSync Method + +* In QGIS and the QFieldSync plugin, go to the "QFieldCloud Projects Overview." +* Click the "Create New Project" button. + +!![](../../../assets/images/self_hosted/managing_organization_django_37.png,800px) + +* Select "Create a new empty QFieldCloud project" and click "Next". + +!![](../../../assets/images/self_hosted/managing_organization_django_38.png,800px) + +* Fill in the project name and select the organization as the project owner. + +!![](../../../assets/images/self_hosted/managing_organization_django_39.png,800px) + +* For the "Local Directory," you can select an existing project or an empty folder, then click the "Create" button. +* If you choose an empty folder, paste the project files into it. +* Go back to QFieldSync and finish the synchronization. + +!![](../../../assets/images/self_hosted/managing_organization_django_40.png,800px) + +#### Deleting Projects + +* Enter to the "Projects". +* Select the project you want to delete and click "Delete". + +!![](../../../assets/images/self_hosted/managing_organization_django_41.png,800px) + +* The screen will show you all the related objects that will be deleted. When you double check this is what you want, proceed with deletion by clicking "Yes, I'm sure". + +!![](../../../assets/images/self_hosted/managing_organization_django_42.png,800px) + +#### Adding Project Collaborators + +* Enter the project and access the "Project collaborators" section, click "Add another Project collaborator". +* Search for users or teams and add them. +* Assign the corresponding [permissions](../permissions.md#roles) roles. + +!![](../../../assets/images/self_hosted/managing_organization_django_43.png,800px) + +* Click to "Save" the updated data for the project. +* You will be redirected to the "Projects" page with a success message. + +#### Changing Roles of Collaborators + +* Enter the project and access the "Project collaborators" section. +* Change the roles of collaborators by selecting the desired role from the dropdown. + +!![](../../../assets/images/self_hosted/managing_organization_django_44.png,800px) + +* Click to "Save" the updated data for the project. +* You will be redirected to the "Projects" page with a success message. + +#### Making and Reviewing Changes + +* Enter to "Deltas" page in the "Core" pages. + +!![](../../../assets/images/self_hosted/managing_organization_django_45.png,800px) + +* Click on the delta you want to inspect. You will see the content in JSON format, showing the corresponding changes. + +!![](../../../assets/images/self_hosted/managing_organization_django_46.png,800px) + +* In QGIS and the QFieldSync plugin, synchronize the current cloud project changes. +* Once the synchronization is complete, check the changes downloaded from QFieldCloud in the "Attribute table" of the layers and attachments folders. + +#### Managing PostGIS secrets + +* In "Projects", select the project, and open the "Secrets" tab. + +!![](../../../assets/images/self_hosted/managing_organization_django_47.png,800px) + +* Click on "Add Secret". + +!![](../../../assets/images/self_hosted/managing_organization_django_48.png,800px) + +* Fill in the "Name" of the secret (this should be in all uppercase). In the "Type" field, choose "pg_service" from the dropdown list. +* Fill the "Value" field with the credentials of the `pg_service` connection established on the layers. + +!![](../../../assets/images/self_hosted/managing_organization_django_49.png,800px) + +* Click to "Save" the updated data for the project. +* You will be redirected to the "Secrets" page with a success message. diff --git a/mkdocs.yml b/mkdocs.yml index 34f509b32f..69ea4b01ea 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -124,6 +124,8 @@ nav: - reference/qfieldcloud/api.md - reference/qfieldcloud/system.md - reference/qfieldcloud/sdk.md + - Managing Organization on Self-Hosted: + - reference/qfieldcloud/self_hosted/django_interface.md - Success stories: - success-stories/index.md - success-stories/ecological-surveying.md