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 14:02, 5 April 2020

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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. 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.
|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.
 
You can also upload documents, and record bank information on user record.
 
Note: If user has been set as an "External" User, he will be able to view only its invoice, order, proposal, etc, and not any other record. This is unless you give the user permission to view "all", like for example, for 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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| colspan="2" |'''Title slide: Access Control & Permissions'''
| colspan="2" |'''Title slide: Access Control & Permissions'''
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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.
|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.
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Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/46799"

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