En plus du compte principal, vous pouvez, en tant que freelance, agence ou responsable, ajouter d\u2019autres professionnels<\/b> pour collaborer \u00e0 la gestion d\u2019un ou plusieurs clients.<\/p>\n<\/div>\n

\n
Chaque membre de l\u2019\u00e9quipe dispose de ses propres identifiants<\/b>, ce qui simplifie l\u2019acc\u00e8s et l\u2019organisation des informations relevant du responsable, de l\u2019analyste ou du freelance.<\/p>\n<\/div>\n
\n
Chaque entreprise dispose d\u2019un compte principal Reportei<\/a> permettant de consulter l\u2019ensemble de ces informations, d\u2019inviter de nouveaux collaborateurs et de retirer les acc\u00e8s des personnes qui ont quitt\u00e9 l\u2019\u00e9quipe.<\/p>\n<\/div>\n
Pour inviter un utilisateur, ouvrez les Param\u00e8tres de l\u2019entreprise<\/strong>, puis \u00c9quipe<\/strong>. Vous pouvez \u00e9galement cliquer sur G\u00e9rer l\u2019\u00e9quipe<\/strong> sur la page d\u2019accueil qui affiche tous les projets.<\/p>\n
\n
Pour inviter un utilisateur<\/strong>, ouvrez les Param\u00e8tres de l\u2019entreprise<\/strong>, puis \u00c9quipe<\/strong>, ou cliquez simplement sur <\/span>\u00ab G\u00e9rer l\u2019\u00e9quipe \u00bb<\/strong> sur la page d\u2019accueil qui affiche tous les clients :<\/span><\/p>\n
$\"O\u00f9$ <\/p>\n<\/div>\n
\n
Vous acc\u00e9dez \u00e0 la page d\u2019invitation et de gestion des utilisateurs de votre compte Reportei. Saisissez l\u2019adresse e-mail de la personne, puis cliquez sur \u00ab Inviter \u00bb.<\/strong><\/p>\n
Une fen\u00eatre vous permet ensuite de choisir les clients auxquels cet utilisateur aura acc\u00e8s. Vous pouvez lui donner acc\u00e8s \u00e0 tous les clients ou uniquement \u00e0 certains :<\/p>\n
$\"Choix$ <\/p>\n
\ud83d\udea8\u00a0Attention :<\/b> le compte principal ne change pas lorsque vous accordez le r\u00f4le d\u2019administrateur<\/mark> \u00e0 un autre membre de l\u2019\u00e9quipe.<\/p>\n
\u00c0 retenir<\/strong>: les administrateurs peuvent effectuer presque toutes les actions, sauf :<\/p>\n
\n
Souscrire un abonnement ;<\/li>\n
Passer \u00e0 une offre sup\u00e9rieure ou inf\u00e9rieure.<\/li>\n<\/ul>\n
\ud83d\udc49 Il est \u00e9galement possible de changer le propri\u00e9taire du compte depuis l\u2019interface<\/strong>. Si vous devez transf\u00e9rer l\u2019acc\u00e8s principal \u00e0 un autre membre de l\u2019\u00e9quipe, vous pouvez le faire directement dans Reportei.<\/p>\n
Toutes ces options figurent sur la page de gestion de l\u2019\u00e9quipe :<\/p>\n
<\/p>\n
Le nombre d\u2019invitations disponibles d\u00e9pend de l\u2019abonnement souscrit.<\/em><\/p>\n
\ud83c\udfa5 D\u00e9couvrez les d\u00e9tails ici<\/em><\/a><\/p>\n
Si vous avez des questions, contactez notre \u00e9quipe d\u2019assistance !<\/em>\u00a0=)<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
En plus du compte principal, vous pouvez, en tant que freelance, agence ou responsable, ajouter d\u2019autres professionnels pour collaborer \u00e0 la gestion d\u2019un ou plusieurs clients. Chaque membre de l\u2019\u00e9quipe dispose de ses propres identifiants, ce qui simplifie l\u2019acc\u00e8s et l\u2019organisation des informations relevant du responsable, de l\u2019analyste ou du freelance. Chaque entreprise dispose d\u2019un […]<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[4479,4043,4087],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-84315","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-mon-compte-fr","helpdesk_category-commencer","helpdesk_category-rapports"],"_links":{"self":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/comments?post=84315"}],"version-history":[{"count":4,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84315\/revisions"}],"predecessor-version":[{"id":85554,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84315\/revisions\/85554"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/media?parent=84315"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpdesk_category?post=84315"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_tag?post=84315"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_add_tag?post=84315"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_up_tag?post=84315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}