Onboarding for team members

To work with Allegra, you need an account. Depending on the installation, you receive it from a system administrator, are automatically registered through synchronization with a directory server — or you register yourself.

Create an account

For self-registration, open the sign-in page, click Register and enter your details.

Note

If the Register button is missing, self-registration is disabled. The system administrator enables it in the server administration (Self-registration).

Registering and signing in

Before you can create items (tasks, tickets, etc.), a project manager or system administrator assigns you a role for at least one workspace.

Note

Role assignment can happen automatically: if newly registered users are automatically assigned to a group and this group already has roles in workspaces, you automatically inherit these roles. The system administrator configures this behavior per group.

Structure of the user interface (task management)

First steps in the interface

You will find an overview of the areas of the user interface under Structure of the user interface. The following actions are particularly useful for getting started:

• Create a new item: Click the large Add button, choose an item type and fill in the form that opens.

• Show my items: Switch to the “Task management” app and select the “My items” filter on the left.

• Change personal data: Click the avatar and choose “My settings” to adjust your password, language, theme or profile picture.