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You can create a new Redmine account on the settings section.

Create a new Easy Projects account

On settings you can check your service provider’s accounts section, right below your main account.

You can create a new Easy Projects account by clicking on Create Account.

Choose your new account’s provider

After the previous step, you will see the pop-up to the right.

You now have to choose your Redmine provider by clicking on the respective box to select it, as shown below.

Then you just have to click on the Create button (now unlocked).

Enter account URL

At this point, you’ll be presented with the screen to the right and you need to enter a valid account URL in order to proceed

The field selected needs to have the correct account URL, in order to unlock the Continue button.

Account URL insertion success

If the URL field is filled with the correct URL for your account, in this provider, a success box will appear and the Continue button will be unlocked.

Then, you just have to click on the Continue button.

Account URL insertion failed

In the case you inserted a wrong URL when entering your account’s URL, the Continue button will be locked again.

A red icon with a cross will also appear to the right of your field, as well as an error box on top.

Authorize created account

After clicking on the Continue button when on the success screen, you’ll be redirected to the authorization page.

The default state of this one will be the credentials option. You can toggle between credentials and API key authorization method.

If you want to change your current inserted URL you have to click on the Back to change button.

You will then be redirected to the previous step, and ree-enter your pretended URL.

Authorize account

You can authorize by authorization single sign-on or credentials, depending on the case. If using Auth0 single sign-in you have to allow our add-in's access.

Click on the Authorize button.

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Authorize by single sign-on

After clicking on Authorize a pop-up will appear. You have to allow access by clicking on Allow. This way you give access to our add-in in order to finish authorizing your account.

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Authorize by credentials

In the case you need to authorize your Easy Projects by credentials, the form to the right will appear after clicking on Authorize.

Just fill it with your data and click on the Connect button to proceed.

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credentials or Api Key. Your default sign-in option will be by username and password, as shown on the right.

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Info

Your username should be loaded by default. You can proceed to change it if it’s incorrect.

Authorize by credentials

After proceeding to change your username if needed and inserting your password. The Connect button should be now unlocked.

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At this moment you just have to click on it and connect your account.

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Authorize by API Key

After inserting your Redmine API Key, the Connect button should be now unlocked.

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At this moment you just have to click on it and connect your account.

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Credentials authorization failed

In the case you choose the credentials authorization method and entered wrong credentials on the respective fields, you will see the following message above your form.

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At this moment, you just need to rectify your inserted credentials and try again.

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Credentials authorization failed

In the case you choose API Key authorization and entered a wrong key, you will see the following message above your form.

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At this moment, you just need to rectify your API Key and try again.

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Authorization success

After authorizing your account by single sign-oncredentials or by credentials and everything was done correctly, API Key you will see the screen to the right with the result of your connection attempt.

An error message will appear if something is wrong with 0auth single sign-in or if you give wrong credentials. In this case, you have to repeat the authorization process.

Otherwise, if you see the screen to the right, you You just have to click on the Ok button to proceed to the sync process.

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Sync process after authorization

If everything went ok with authorization, you reached the final step. After clicking on the Ok button, your account should automatically start syncing and you’re done.

Then, you’ll be redirected to the settings section and you can check your account sync icon, it’ll be green. All your tasks/activities related with to this account will be loaded on Linked Pane.


Creator Paulo Cunha (Unlicensed)


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