How to add a new user and assign to to position?
Each user has to be assigned to the position. If no position is assigned, user cannot work in the system. Therefore first thing to do when you add a new user is to create new position. After adding a position, you can create a new user and assign it to the newly created position.
If you want to add a new user you have to:
STEP 1. Choose HR application
STEP 2. Select Users element
After selecting this element a list of all users in the system will appear.
STEP 3. Press Add button.
STEP 4. Fill in all the fields that are necessary. The red ones are required, if you do not fill them in, you cannot save the form and therefore add a new user. Next press Save button.
STEP 5. Go to Posts tab and press Add button. A new line appear. Double click on Position element to show list of all available positions.
STEP 6. From the Position list, select the previously created position and set the Working time and Employment period.
Next press the Save button.
STEP 7. On the next tab Permissions, please select to which modules the added employee should have access to. You can choose Standard user allowing to enter the module and viewing documents in accordance with the program settings or Module Administrator allowing to modify and view all documents in the selected module.
How to deactivate the user?
To deactivate the user You have to:
STEP 1. Go to HR application.
STEP 2. Select Users component
STEP 3. Find the user on the list You want to deactivate and choose it.
STEP 4. From the menu Other select Deactivate.
After this operation the status of user was changed to Inactive. You can see it in column Active on the right.
How to change user’s permissions for applications
In order to change user’s permissions you have to:
STEP 1. Go to HR application.
STEP 2. Select Users component
STEP 3. Find the user for which you want to change permissions and select it.
After You press Edit user’s profile will appear.
STEP 4. Select Permissions tab.
STEP 5. Find the application to which you want add permission to the selected user. You can expand and collapse the tree of permissions by pressing icon “+” or “-“.
STEP 6. Check the box near the privilege option you wish to set. If you are finished, press Save button
How to create a users group?
Users groups allow quicker and easier way to manage permissions for category of documents and single documents. They are also used in workflow, to manage the executors of the steps of the workflow.
STEP 1. Go to HR application.
STEP 2. Select Users’ group component.
STEP 3. Press Add button.
STEP 4. Fill the fields Name and Users. You can select users from the list by double click on the field.
STEP 5. Press Save button.
