Application "Users and Employees"
This application allows you to manage users in OneBox OS:
- create an unlimited number of employees and assign them access levels;
- build an organizational chart of the enterprise;
- set up an employee's login / password;
- set up a group of access rights for an employee (you will need to install the Access rights application).
Для того, чтобы добавить нового сотрудника, выполните следующие действия:
1. Install Users and Employees application;
2. Open the Users and Employees app:
3. Click “Add new employee”:
4. Fill in the form that appears:
5. If necessary, access to enter can be sent by mail to an employee:
(IMPORTANT! Mail integration must be configured in order for the letter to be sent).
6. After that, this employee will be able to log into OneBox OS.
If you have already created an employee and you want to change his login and / or password, or change the access level, the access rights group must:
1. Select the required employee and click on “Login, password, access rights”:
2. Change the required field (login / password / access level / access rights group):
To stop a contact from being an employee, follow these steps:
1. Select the required employee and click on “Login, password, access rights”:
2. Change the access level to “Client” or “Blocked” and click “Save”:
3. Open the card of this contact and uncheck the "Employee" field and save the changes:
Employees can be assigned to different positions (roles) and, as a result, it will make it possible to build an organizational chart of the enterprise.
To add a new role and assign it to an employee, follow these steps:
1. Click “Add Role”:
2. Specify the name of the role and, if necessary, the parent role to build the hierarchy:
3. Click “Add”:
4. Open the contact card of the employee to whom you want to assign a role and in the "Position" field select the created role (one employee can be assigned several roles):
After adding a role to an employee, it will be displayed in the company structure:
1. Open the "Users and Employees" application;
2. Select the display method “Structure”:
