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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 06:46, 2 April 2020
, 6 years agoRearranged one line of the voice over for better merging with the visuals.
mNo edit summary Tag: 2017 source edit |
m (Rearranged one line of the voice over for better merging with the visuals.) |
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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 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. | |Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. If the user is an external user: 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. 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. | ||
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. | ||