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Draft:Video Presentation (Dolibarr features): Difference between revisions
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Draft:Video Presentation (Dolibarr features) (view source)
Revision as of 11:10, 26 March 2020
, 6 years agono edit summary
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mNo edit summary Tag: 2017 source edit |
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'''Story board for Module User | '''Story board for Module User and Groups:''' | ||
'''Video Title:''' | '''Video Title:''' Users and Groups | ||
<br /> | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 53: | Line 53: | ||
|'''Visuals in the Video''' | |'''Visuals in the Video''' | ||
|- | |- | ||
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to work with the | |Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module. | ||
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom. | |Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom. | ||
|- | |- | ||
|The | |The "Users and Groups" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user account for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on other applications you enabled. Let's see the common features. | ||
|Show the | |Show the "Users and Groups" module and click on the various menu options to show the screens. | ||
|- | |- | ||
|There are two user flows to the | |There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user. | ||
|Show the login screen. | |Show the login screen. | ||
|- | |- | ||
| Line 77: | Line 77: | ||
|Click on 'New User' to add a new employee – an internal user in your organisation - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours. | |Click on 'New User' to add a new employee – an internal user in your organisation - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours. | ||
|Show the user creation process, choosing of supervisor, and filling in of the job details. | |Show the user creation process, choosing of supervisor, and filling in of the job details. | ||
|Show also how to fill optionally bank information of the employee. | |||
|- | |- | ||
| colspan="2" |Title Slide: Employee | | colspan="2" |Title slide: Access Control & Permissions | ||
|- | |||
|Note that administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system. | |||
|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card. | |||
TODO Add section to show how to create a "Group of permission", set some permission and assign a user to the group | |||
|- | |||
| colspan="2" |Title Slide: Employee applying for Leave | |||
|- | |- | ||
|Once | |Once created and permissions defined, the employee can login to the system. | ||
|Show the newly created user logging in. | |Show the newly created user logging in. | ||
|- | |- | ||
| | |If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance. | ||
|Click the menu and highlight the leave balance. | |Click the menu and highlight the leave balance. | ||
|- | |- | ||
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| colspan="2" |Title slide: Expense Reports | | colspan="2" |Title slide: Expense Reports | ||
|- | |- | ||
|Expense reports can be created from the respected menu. Expense reports thus created can be approved or rejected by the appropriate supervisor | |If the module Expense reports has been enabled, Expense reports can be created from the respected menu. Expense reports thus created can be approved or rejected by the appropriate supervisor | ||
|Show an expense report being created by the employee. | |Show an expense report being created by the employee. | ||
|- | |- | ||
| Line 111: | Line 118: | ||
| colspan="2" |Title slide: Timesheets | | colspan="2" |Title slide: Timesheets | ||
|- | |- | ||
|Timesheets can be entered from the “Time Spent” menu. | |If the module "Project and timesheets" has been enabled, Timesheets can be entered from the “Time Spent” menu. | ||
|Click the menu. | |Click the menu. | ||
|- | |- | ||
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|And here's how you would fill in the hours on a weekly basis. | |And here's how you would fill in the hours on a weekly basis. | ||
|Fill in the hours on a weekly basis. | |Fill in the hours on a weekly basis. | ||
|- | |- | ||
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | |Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | ||