Supervisor Account Settings, upper section.
The Account Settings page allows to modify the supervisor's profile information, password, email preferences and assigned groups.
Personalized Communications
Setting group preferences allows to filter email notifications intended to supervisors, so that they only receive notifications about users belonging to their groups.
Note that if a supervisor leaves its group preferences empty, no filtering is applied.
This is the same for users that do not belong to any group - the notifications about them are sent to all supervisors.
Supervisor Account Settings, My Groups section.
Automatic Table Filtering
Setting group preferences also grants supervisors the possibility to populate the
groups filter for your tables automatically when visiting the following sections :
-
Trainings and documents table
-
Users table
-
Table of users assigned to a training or document
-
Table of assigned trainings in the trainee user details page
-
Memos listing pages
-
Approval Requests Awaiting Review
In order to do so, select the option Automatically filter resources by my preferred groups and click on Save.
Once the option is enabled, your table items will be automatically filtered according to your preferred groups.
If you do not activate this option, you can still quickly filter your tables by using the shortcut button
( ).
Automatic filters
Click on the shortcut button
( )
to quickly remove or reapply the filter for your preferred groups to the table.
Note
The shortcut button is not available if your supervisor account has no groups set.
Location
Supervisor Account Menu (Upper right corner) > My Account
Supervisors Management
The Supervisors page lists all the supervisor accounts and allows their management.
Click on the Actions button to reveal additional options for each supervisor account. This is where you choose to see and edit the list of supervised users,
edit the permissions, or delete the supervisor account.
Warning
When you delete a supervisor account that has users assigned, you will be offered to transfer these users to another supervisor.
Select the option N/A to leave these users without an immediate supervisor.
Page Options
:
Hybrid Accounts
It is possible to have Hybrid accounts, which are supervisors that also have a regular user account.
Such supervisors have the
tag next to their name.
They can be created from both the supervisor or regular user creation pages by selecting the option Create from existing user/supervisor.
When a user has a hybrid account, an additional button is available in the upper right corner of the application, to the left of the account options.
This button indicates which interface of the platform is currently used :
-
The
indicator is visible when the platform is in user mode. This interface allows you to complete assigned items and consult the history of the user account.
-
The
indicator is visible when the platform is in supervisor mode. This interface allows you to manage the application for all users and items to complete.
A notification icon ()
is shown in the upper right corner of the supervisor view and indicates when there are one or multiple items to complete on the user side.
To access your other account type, click on the button indicating the account type.
Hybrid accounts were designed for employees who need to track their eligibility for items to complete, and also require supervisor features within the platform to
complete their duties.
Note
Hybrid accounts require an active user license. They are billed as a regular user, based on the license selected.
Location
Supervisor Account Menu (Upper right corner) > Supervisors
Changes History
The page lists all the changes made to a license.
The Nabu Pro platform automatically tracks license changes since the deployment of version 2.6.
Supervisors can access this information, allowing them to track changes over time and across different users.
You can click on a modification to open a pop-up window, showing more details about the change made :
Change Log Item Details
Location
Supervisor Account Menu (Upper right corner) > User Licenses > Select a license