{"id":49436,"date":"2023-05-22T17:31:54","date_gmt":"2023-05-22T20:31:54","guid":{"rendered":"https:\/\/suporte.quattrus.com\/?p=49436"},"modified":"2024-08-28T17:45:39","modified_gmt":"2024-08-28T20:45:39","slug":"configure-a-facilitator-on-gestiona","status":"publish","type":"post","link":"https:\/\/suporte.quattrus.com\/en\/configure-a-facilitator-on-gestiona\/","title":{"rendered":"Configure a Facilitator on Gestiona"},"content":{"rendered":"\n<p><strong>This functionality of Gestiona allows Facilitators to have a separate tree from the subordination structure. This way, Facilitators can directly access their Facilitated individuals regardless of their position in the hierarchy.<\/strong><\/p>\n<p><strong>In this article, we will cover:<\/strong><\/p>\n<ul>\n<li>Linking the Facilitator to the Facilitated<\/li>\n<li>Linking the Facilitated to the Facilitator<\/li>\n<li>My Facilitated<\/li>\n<li>Generating the EGU of the Facilitated<\/li>\n<\/ul>\n<p><strong>Firstly, to use this feature, the user must have the Facilitator ICG permission enabled in their profile.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56992\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-7.png\" alt=\"\" width=\"304\" height=\"536\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-7.png 304w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-7-170x300.png 170w\" sizes=\"auto, (max-width: 304px) 100vw, 304px\" \/><\/p>\n<h3><span style=\"text-decoration: underline;\"><strong>Linking the Facilitator to the Facilitated<\/strong><\/span><\/h3>\n<p>On the Users screen, click on the Register Facilitator tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56995\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t2-7.png\" alt=\"\" width=\"605\" height=\"198\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t2-7.png 605w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t2-7-300x98.png 300w\" sizes=\"auto, (max-width: 605px) 100vw, 605px\" \/><\/p>\n<p>Click on the Facilitator Registration tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56998\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t3-8.png\" alt=\"\" width=\"475\" height=\"280\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t3-8.png 475w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t3-8-300x177.png 300w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/p>\n<p>Then, click Add.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57001\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t4-7.png\" alt=\"\" width=\"562\" height=\"203\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t4-7.png 562w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t4-7-300x108.png 300w\" sizes=\"auto, (max-width: 562px) 100vw, 562px\" \/><\/p>\n<p>Once done, the user will be listed on the screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57004\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t5-4.png\" alt=\"\" width=\"896\" height=\"193\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t5-4.png 896w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t5-4-300x65.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t5-4-768x165.png 768w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/p>\n<p>To unlink the Facilitator, simply click on the icon<img decoding=\"async\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/01\/Captura-de-tela-2021-01-15-183303.png\" \/>.<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Linking the Facilitated to the Facilitator<\/strong><\/span><\/p>\n<p>Click on the My Facilitated tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57007\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t14.png\" alt=\"\" width=\"919\" height=\"213\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t14.png 919w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t14-300x70.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t14-768x178.png 768w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/p>\n<p>Then, click Add.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57010\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t6-4.png\" alt=\"\" width=\"637\" height=\"188\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t6-4.png 637w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t6-4-300x89.png 300w\" sizes=\"auto, (max-width: 637px) 100vw, 637px\" \/><\/p>\n<p>Once done, the user will be listed on the screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57013\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t7-4.png\" alt=\"\" width=\"898\" height=\"212\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t7-4.png 898w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t7-4-300x71.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t7-4-768x181.png 768w\" sizes=\"auto, (max-width: 898px) 100vw, 898px\" \/><\/p>\n<p>To add more Facilitated, simply repeat the above steps. To unlink the Facilitated, simply click on the icon <img decoding=\"async\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/01\/Captura-de-tela-2021-01-15-183303.png\" \/>.<\/p>\n<blockquote>\n<p><strong>REMINDER:<\/strong><\/p>\n<p>The Facilitator Registration tab allows linking a Facilitator to the selected user.<\/p>\n<p><span style=\"color: #555555;\">The My Facilitated tab allows linking the Facilitated to the selected user.<\/span><\/p>\n<\/blockquote>\n<h3><span style=\"text-decoration: underline;\"><strong>My Facilitated<\/strong><\/span><\/h3>\n<p>When logging into Gestiona as a Facilitator, you will have a new option to access your facilitated individuals: the My Facilitated button located in the side menu, below the hierarchical tree of Companies and Users.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57016\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t8-4.png\" alt=\"\" width=\"252\" height=\"276\" \/><\/p>\n<p>Clicking on the arrow, the Facilitator can view all the users they assist.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57019\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t9-1.png\" alt=\"\" width=\"245\" height=\"307\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t9-1.png 245w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t9-1-239x300.png 239w\" sizes=\"auto, (max-width: 245px) 100vw, 245px\" \/><\/p>\n<p>Clicking on one of the users in this list, you can directly access the user\u2019s registration screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57022\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1-1024x416.png\" alt=\"\" width=\"1020\" height=\"414\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1-1024x416.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1-300x122.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1-768x312.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1-1536x625.png 1536w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t10-1.png 1916w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>Clicking on My Facilitated, you will enter the Facilitated Search screen, where, just like on the Users screen, you will have the complete list of all your facilitated individuals.<\/p>\n<p>In this screen, you can search for a facilitated individual by Name, Username, Company, and Email.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57025\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1-1024x314.png\" alt=\"\" width=\"1020\" height=\"313\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1-1024x314.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1-300x92.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1-768x236.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1-1536x472.png 1536w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t11-1.png 1915w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/p>\n<p>Hovering over a record, you will have three options: Edit, Change Password, and Access Dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57028\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t12.png\" alt=\"\" width=\"1015\" height=\"208\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t12.png 1015w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t12-300x61.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t12-768x157.png 768w\" sizes=\"auto, (max-width: 1015px) 100vw, 1015px\" \/><\/p>\n<ul>\n<li><strong>Edit<\/strong>: opens the user\u2019s registration screen.<\/li>\n<li><strong>Change Password<\/strong>: opens the screen to change the user\u2019s password.<\/li>\n<li><strong>Access Dashboard<\/strong>: accesses the user\u2019s dashboard.<\/li>\n<\/ul>\n<p><strong>Firstly, to use this feature, the user must have the Facilitator ICG permission enabled in their profile.<\/strong><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57031\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-8.png\" alt=\"\" width=\"304\" height=\"536\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-8.png 304w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t1-8-170x300.png 170w\" sizes=\"auto, (max-width: 304px) 100vw, 304px\" \/><\/strong><\/p>\n<h3><span style=\"text-decoration: underline;\"><strong>Generating the EGU of the Facilitated<\/strong><\/span><\/h3>\n<p>In addition to accessing and managing your facilitated individuals, the Facilitator can also extract the EGU only of their facilitated individuals.<\/p>\n<p>To do this, when accessing the EGU screen, you will see the list of your facilitated individuals by clicking on My Facilitated, below the hierarchical tree of Companies and Users.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57034\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t13.png\" alt=\"\" width=\"942\" height=\"480\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t13.png 942w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t13-300x153.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2023\/05\/t13-768x391.png 768w\" sizes=\"auto, (max-width: 942px) 100vw, 942px\" \/><\/p>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[2870,2756,2708],"tags":[],"class_list":["post-49436","post","type-post","status-publish","format-standard","hentry","category-acesso-de-usuarios-login-e-cadastro-gestiona-en","category-administrador-quattrus-en","category-quattrus-en"],"_links":{"self":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49436","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/comments?post=49436"}],"version-history":[{"count":4,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49436\/revisions"}],"predecessor-version":[{"id":57037,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/49436\/revisions\/57037"}],"wp:attachment":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/media?parent=49436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/categories?post=49436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/tags?post=49436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}