Draft:Video Presentation (Dolibarr features) - Users and Groups: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Users and Groups (view source)

Revision as of 18:51, 26 March 2020

365 bytes added ,  6 years ago
Changes as requested over email + changes for better use of language.
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(Changes as requested over email + changes for better use of language.)
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|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.
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|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.
|The "Users, Groups and Permissions" 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 accounts 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 the applications you have enabled. Let's look at the the common features.
|Show the "Users and Groups" module and click on the various menu options to show the screens.
|Show the "Users and Groups" module and click on the various menu options to show the screens.
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| colspan="2" |Title Slide: Creating an Employee or User
| colspan="2" |Title Slide: Creating an Employee or User
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|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 organization - 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.
If the user is an external user, for example a customer or a provider, you can set the property "External user" so user will only see information related to its account: User will see only its invoices, orders, proposals, etc, and not the other record. Except if you give him permission to see all, for example for your external bookkeeper.
If the user is an external user, for example, a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account: Users will be able to view only their invoices, orders, proposals, etc, and not any other records. This is unless you give the user permission to view all, like for example, your external bookkeeper.
|Show the user creation process, choosing of supervisor, insisting on the "internal or external user" flag, and filling in of the job details.
|Show the user creation process, choosing of supervisor, insisting on the "internal or external user" flag, and filling in of the job details.
Show also how to fill optionally bank information of the employee.
Show also how to fill optionally bank information of the employee.
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|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.
|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.
|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
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|You can use groups to map users with permissions. Under the "Users and Groups" menu, click on "Add Group". Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. Users added to the group will now inherit all the permissions assigned to the group.
|Create a group. Add a set of permissions to the group. Assign users to the group.
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| colspan="2" |Title Slide: Employee applying for Leave
| colspan="2" |Title Slide: Employee applying for Leave
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|Once created and permissions defined, the employee can login to the system, and depending on permissions granted to him, can edit or not its information.
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.
|Show the newly created user logging in.
|Show the newly created user logging in.
Show how user can set its own email signature.
Show how user can set its own email signature.
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| colspan="2" |Title slide: Expense Reports
| colspan="2" |Title slide: Expense Reports
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|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
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective 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.
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