{"id":7955,"date":"2024-11-22T08:16:26","date_gmt":"2024-11-22T08:16:26","guid":{"rendered":"https:\/\/fox-plan.com\/?post_type=docs&p=7955"},"modified":"2025-01-18T17:37:22","modified_gmt":"2025-01-18T17:37:22","password":"","slug":"administration-de-foxplan","status":"publish","type":"docs","link":"https:\/\/fox-plan.com\/fr\/docs\/administration-de-foxplan\/","title":{"rendered":"Administration"},"content":{"rendered":"

Ajout et suppression d'utilisateurs ou d'une ressource g\u00e9n\u00e9rique<\/h2>\n

Vue d'ensemble<\/h3>\n

Les utilisateurs peuvent \u00eatre cr\u00e9\u00e9s et supprim\u00e9s \u00e0 plusieurs niveaux dans l'application FoxPlan. Cela peut se faire au niveau de la gestion des membres d'un projet, d'un portefeuille de projets, d'un portefeuille de ressources ou au niveau de l'administration de l'application.<\/p>\n

Dans cette section, nous d\u00e9crirons comment effectuer une mise \u00e0 jour \u00e0 partir de l'administration de l'application.<\/p>\n

Pour ce faire, allez dans le menu \"Param\u00e8tres > Espace de travail\".<\/p>\n

\"Menu<\/p>\n

Dans l'onglet \"Membre<\/p>\n

\"Administration<\/p>\n

Utilisateur ou ressource g\u00e9n\u00e9rique<\/h3>\n

Une ressource dans l'application peut \u00eatre repr\u00e9sent\u00e9e de deux mani\u00e8res : un utilisateur (avec sa ressource associ\u00e9e) ou une ressource g\u00e9n\u00e9rique (repr\u00e9sentant une ou plusieurs ressources).<\/p>\n

Utilisateur<\/h4>\n

Pour une ressource physique standard, on utilisera un utilisateur. Dans ce cas, c'est la ressource qui se connectera \u00e0 l'application pour visualiser les travaux \u00e0 effectuer, et c'est \u00e9galement la ressource qui suivra l'avancement des t\u00e2ches et les cl\u00f4turera si n\u00e9cessaire.<\/p>\n

Ressource g\u00e9n\u00e9rique<\/h4>\n

Si vous voulez contr\u00f4ler un prestataire de services, un pool de ressources (plusieurs ressources sans d\u00e9tailler leurs affectations) ou une machine dont vous g\u00e9rez les affectations, vous utiliserez une ressource g\u00e9n\u00e9rique. La ressource g\u00e9n\u00e9rique sera g\u00e9r\u00e9e par le chef de projet qui introduira les informations d'avancement \u00e0 la place de la ressource g\u00e9n\u00e9rique.<\/p>\n

Ajouter un utilisateur ou une ressource g\u00e9n\u00e9rique<\/h3>\n

Pour ajouter un utilisateur, il suffit de remplir les champs suivants sur l'\u00e9cran :<\/p>\n

Courriel (cl\u00e9 d'utilisateur)
\nPr\u00e9nom
\nNom de famille<\/p>\n

Cliquez ensuite sur \"Ajouter un membre\".<\/p>\n

La ressource est maintenant cr\u00e9\u00e9e et peut \u00eatre utilis\u00e9e dans divers projets.<\/p>\n

Pour une ressource g\u00e9n\u00e9rique, c'est la m\u00eame chose, sauf que vous devez cocher la case \"g\u00e9n\u00e9rique\", auquel cas l'adresse \u00e9lectronique n'est pas requise.<\/p>\n

Une fois ajout\u00e9e, une ressource g\u00e9n\u00e9rique comporte un \"G\" \u00e0 droite du nom de la ressource, ce qui permet de la reconna\u00eetre.<\/p>\n

\"Ressources<\/p>\n

Ouvrir le dossier de l'utilisateur<\/h3>\n

Pour modifier la description d'un utilisateur ou saisir des attributs, il suffit de cliquer sur l'ic\u00f4ne situ\u00e9e \u00e0 droite du nom du membre.<\/p>\n

\"\"<\/p>\n

Cette op\u00e9ration permet d'ouvrir le fichier de ressources utilisateur ou g\u00e9n\u00e9rique.<\/p>\n

\"\"<\/p>\n

Suppression ou d\u00e9sactivation d'un utilisateur<\/h3>\n

Un utilisateur ou une ressource g\u00e9n\u00e9rique peut \u00eatre supprim\u00e9 s'il n'a pas d'affectations et de r\u00e9alisations. Pour supprimer un utilisateur, il suffit d'ouvrir le dossier de l'utilisateur comme d\u00e9crit dans le paragraphe pr\u00e9c\u00e9dent et de cliquer sur la petite poubelle en bas \u00e0 droite du dossier.<\/p>\n

\"Supprimer<\/p>\n

Toutefois, si l'utilisateur est d\u00e9j\u00e0 pr\u00e9sent dans les projets en tant que ressource, vous ne pourrez pas le supprimer. Dans ce cas, vous pouvez convertir l'utilisateur en ressource g\u00e9n\u00e9rique afin de lib\u00e9rer une licence d'utilisation. Pour ce faire, ouvrez le fichier et s\u00e9lectionnez l'attribut \"G\u00e9n\u00e9rique\". L'utilisateur devient alors une ressource g\u00e9n\u00e9rique et la licence est lib\u00e9r\u00e9e.<\/p>\n

\"Ressource<\/p>\n

 <\/p>","protected":false},"excerpt":{"rendered":"

Adding and deleting users or a generic resource Overview Users can be created and deleted at several levels in the FoxPlan application. This can be done at the level of managing the members of a project, a project portfolio, a resource portfolio or at the level of application administration. In this section, we will describe […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_angie_page":false,"content-type":"","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":"","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":""},"doc_category":[88],"doc_tag":[],"class_list":["post-7955","docs","type-docs","status-publish","hentry","doc_category-get-started"],"year_month":"2026-04","word_count":448,"total_views":"68","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Gilles Kieffer","author_nicename":"gilles","author_url":"https:\/\/fox-plan.com\/fr\/author\/gilles\/"},"doc_category_info":[{"term_name":"Get started","term_url":"https:\/\/fox-plan.com\/fr\/categorie-docs\/commencer\/"}],"doc_tag_info":[],"yoast_head":"\nFoxPlan Administration: Managing Users at Different Levels - Fox Plan : Project Management Software<\/title>\n<meta name=\"description\" content=\"Learn how to manage user administration in FoxPlan. 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