Draft:Video Presentation (Dolibarr features) - Users and Groups
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Story board for Module User and Groups
English
Video Title: Users and Groups
| Voice Over | 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 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 (Do NOT show the YouTube channel and Social media accounts like for exit sequence) |
| 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. |
| 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. |
| Title Slide: Employer or Administrator | |
| Let us first look at the administrator or employer user flow. Login with an account that has administrator access. | Show login with admin account. |
| Click on the 'Users and Groups' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users. | Click the appropriate menu items and show the screens. |
| The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation. | Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy. |
| Title Slide: Creating an Employee or User | |
| 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.
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 also how to fill optionally bank information of the employee. |
| Title slide: Access Control & Permissions | |
| 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. |
| 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. |
| Title Slide: Employee features | |
| 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 how user can set its own email signature. |
| If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.
The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module. |
Click the menu HRM and highlight the leave balance. |
| 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.
The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. |
Click the menu HRM and open one Expense Report of an employee. |
| If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.
The complete process of creation of timesheets is presented into the Video about the "Project" module. |
Click the menu HRM - Time spent.
Select on task and make assign so we can see we can add time on this task. Add another task if there is enough time (if speaking text is not too short) |
| Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github). |
Translated text in German
| SNO | English Text | Translation in the Foreign Language |
| 1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. | Willkommen zum Video-Tutorial über Dolibarr ERP und das CRM-System. |
| 2 | In this video, we will look at how to work with the Users, Groups and Permissions module. | In diesem Video werden wir uns Nutzer, Gruppen und Erlaubnismodule genauer anschauen. |
| 3 | The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. | Das „Nutzer, Gruppen und Erlaubnis“-Modul ermöglicht es dir Nutzer des Dolibarr-Systems zu kreieren und zu verwalten. |
| 4 | In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. | In den meisten Fällen sind es die Mitarbeiter, aber es können auch externe Benutzerkonten für den Buchhalter oder andere Partner sein. |
| 5 | 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. | Deine Mitarbeiter können sich auch beim System anmelden und ihr Konto, ihre Aktivitäten, Feiertage und viele andere Dinge verwalten, je nachdem, für welche Anwendungen sie aktiviert wurden. |
| 6 | Let's look at the the common features. | Schauen wir uns die allgemeinen Funktionen an. |
| 7 | 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. | Es gibt zwei Benutzerflüsse zum Modul „Benutzer und Gruppen" - einen als Arbeitgeber oder Administrator und einen als Mitarbeiter oder externen Benutzer. |
| 8 | Employer or Administrator | Arbeitgeber oder Administrator |
| 9 | Let us first look at the administrator or employer user flow. Login with an account that has administrator access. | Betrachten wir zunächst den Benutzerfluss des Administrators oder Arbeitgebers. Melde dich auf deinem Konto, mit Administratorzugriff an. |
| 10 | Click on the 'Users and Groups' menu to access the user module. | Klicke auf das Menü ‚Benutzer und Gruppen', um auf das Benutzermodul zugreifen zu können. |
| 11 | Click on 'List of Users' to review the list of existing employees or users. | Klicke auf die „Benutzerliste", um die Liste der vorhandenen Mitarbeiter oder Benutzer anzeigen zu lassen. |
| 12 | The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation. | Die „Hierarchische Ansicht“ bietet eine Vogelperspektive auf die Mitarbeiterhierarchie in der Organisation. |
| 13 | Creating an Employee or User | Erstellen eines Mitarbeiters oder Benutzers |
| 14 | Click on 'New User' to add a new employee – an internal user in your organization - to the system. | Klicke auf "Neuer Benutzer", um dem System einen neuen Mitarbeiter - einen internen Benutzer innerhalb der Organisation - hinzuzufügen. |
| 15 | Fill out the required fields. | Fülle die erforderlichen Felder aus. |
| 16 | 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. | Wenn der Benutzer ein externer Benutzer ist: ein Kunde oder ein Lieferant, kannst du ihm die Eigenschaft „externer Benutzer“ zuordnen, so dass dem Benutzer nur Informationen zu der eigenen Person angezeigt werden. |
| 17 | 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. | Wähle aus ob ein Benutzer ein Mitarbeiter ist, sowie wer sein Vorgesetzter ist, um die Hierarchie für Verwaltung der Urlaubsanträge und Spesenabrechnungen des Benutzers festzulegen. |
| 18 | Fill in additional job details such as remuneration and weekly work hours. | Gib zusätzliche Jobdetails wie Vergütung und wöchentliche Arbeitszeit ein. |
| 19 | You can also upload documents, and record bank information on user record. | Man kann auch Dokumente hochladen und Bankinformationen im Benutzerdatensatz abspeichern. |
| 20 | Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record. | Hinweis: Wenn der Benutzer als „externer" Benutzer festgelegt wurde, kann er nur seine Rechnung, Bestellung, sein Angebot usw. ansehen, keine anderen Datensätze. |
| 21 | This is unless you give the user permission to view "all", like for example, for your external bookkeeper. | Dies gilt nur, wenn man dem Benutzer die Berechtigung erteilt, „alle" anzeigen zu lassen, z. B. für den externen Buchhalter. |
| 22 | Access Control & Permissions | Zugriffskontrolle und Berechtigungen |
| 23 | Administrators are able to configure access control permissions for modules and module actions. | Administratoren können Zugriffsberechtigungen für Module und Modulaktionen konfigurieren. |
| 24 | For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. | Hier findet man beispielsweise die Liste der Aktionen, die für die Zugriffskonfiguration in Bezug auf die Module Spesenabrechnungen und Urlaubsanfrageverwaltung verfügbar sind. |
| 25 | This also applies to all other modules in the Dolibarr system. | Dies gilt auch für alle anderen Module im Dolibarr-System. |
| 26 | You can use groups to map users with permissions. | Man kann Gruppen verwenden, um Benutzer mit Berechtigungen zuzuordnen. |
| 27 | Under the "Users and Groups" menu, click on "Add Group". | Klicke im Menü „Benutzer und Gruppen" auf „Gruppe hinzufügen". |
| 28 | Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. | Klicke nach dem Erstellen der Gruppe auf die Registerkarte „Gruppenberechtigungen", um der Gruppe die gewünschten Berechtigungen zuzuweisen. |
| 29 | Users added to the group will now inherit all the permissions assigned to the group. | Benutzer, die der Gruppe hinzugefügt wurden, erben jetzt alle der Gruppe zugewiesenen Berechtigungen. |
| 30 | Employee features | Mitarbeiterfunktionen |
| 31 | 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. | Sobald der Benutzer erstellt und Berechtigungen definiert wurden, kann sich der Mitarbeiter beim System anmelden und abhängig von den erteilten Berechtigungen Informationen bearbeiten oder nicht bearbeiten. |
| 32 | If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance. | Wenn die Anwendung "Urlaub" aktiviert wurde, kann man auf das Menü der Registerkarte HRM klicken, um den Urlaubssaldo anzuzeigen. |
| 33 | The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module. | Der gesamte Prozess der Erstellung, Genehmigung und Beratung von Blättern wird im Video zum Modul „Urlaub" angezeigt. |
| 34 | If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. | Wenn das Modul "Spesenabrechnungen" aktiviert wurde, können Spesenabrechnungen über das jeweilige Menü erstellt werden. |
| 35 | Expense reports thus created can be approved or rejected by the appropriate supervisor. | Auf diese Weise erstellte Spesenabrechnungen können vom zuständigen Vorgesetzten genehmigt oder abgelehnt werden. |
| 36 | The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. | Der gesamte Prozess der Erstellung, Genehmigung und Konsultation von Spesenabrechnungen wird im Video zum Modul „Spesenabrechnung" dargestellt. |
| 37 | If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu. | Wenn das Modul „Projekt und Arbeitszeittabellen" aktiviert wurde, kann eine Verwendung der Arbeitszeittabellen auch über das Menü „Zeitaufwand" eingeben. |
| 38 | The complete process of creation of timesheets is presented into the Video about the "Project" module. | Der vollständige Prozess der Erstellung von Arbeitszeittabellen wird im Video zum Modul „Projekt" vorgestellt. |
| 39 | Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | Vielen Dank dafür, dass du dir die Zeit genommen hast, dir das Tutorial zum Modul "Benutzer, Gruppen und Berechtigungen" anzusehen. Besuchen Sie www.dolibarr.org, um mehr zu erfahren. |
Translated text in French
| SNO | English Text | Translation in the Foreign Language |
| 1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. | Bienvenue dans ce tutoriel vidéo à propos du système ERP et CRM Dolibarr. |
| 2 | In this video, we will look at how to work with the Users, Groups and Permissions module. | Dans cette vidéo, nous allons voir comment travailler avec le module Utilisateurs, Groupes et Permissions. |
| 3 | The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. | Le module "Utilisateurs, Groupes et Permissions" permet de créer et de gérer les utilisateurs sur le système Dolibarr. |
| 4 | In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. | Dans la plupart des cas, il s'agit des employés mais il peut aussi s'agir de comptes d'utilisateurs externes pour votre comptable ou d'autres partenaires. |
| 5 | 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. | Vos employés peuvent également se connecter au système et gérer leur compte, activité, vacances et bien d'autres choses en fonction des applications que vous avez activées. |
| 6 | Let's look at the the common features. | Examinons les caractéristiques communes. |
| 7 | 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. | Il y a deux flux d'utilisation dans le module "Utilisateurs et groupes" - l'un en tant qu'employeur ou administrateur et l'autre en tant qu'employé ou utilisateur externe. |
| 8 | Employer or Administrator | Employeur ou administrateur |
| 9 | Let us first look at the administrator or employer user flow. Login with an account that has administrator access. | Examinons d'abord le flux pour l'administrateur ou de l'employeur. Connectez-vous avec un compte qui a un accès d'administrateur. |
| 10 | Click on the 'Users and Groups' menu to access the user module. | Cliquez sur le menu "Utilisateurs et groupes" pour accéder au module utilisateur. |
| 11 | Click on 'List of Users' to review the list of existing employees or users. | Cliquez sur "Liste des utilisateurs" pour consulter la liste des employés ou des utilisateurs existants. |
| 12 | The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation. | La "Vue hiérarchique" donne un aperçu global de la hiérarchie des employés dans l'organisation. |
| 13 | Creating an Employee or User | Création d'un employé ou d'un utilisateur |
| 14 | Click on 'New User' to add a new employee – an internal user in your organization - to the system. | Cliquez sur "Nouvel utilisateur" pour ajouter un nouvel employé - un utilisateur interne à votre organisation - au système. |
| 15 | Fill out the required fields. | Remplissez les champs obligatoires. |
| 16 | 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. | Si l'utilisateur est un utilisateur externe : un client ou un fournisseur, vous pouvez définir la propriété "Utilisateur externe" de sorte que l'utilisateur ne voit que les informations relatives à son compte. |
| 17 | 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. | Vous pouvez choisir si l'utilisateur est un employé et également choisir un superviseur pour définir la hiérarchie de gestion des demandes de congé et des notes de frais de l'utilisateur. |
| 18 | Fill in additional job details such as remuneration and weekly work hours. | Complétez les détails de l'emploi tels que la rémunération et les heures de travail hebdomadaire. |
| 19 | You can also upload documents, and record bank information on user record. | Vous pouvez également télécharger des documents et enregistrer des informations bancaires dans le dossier de l'utilisateur. |
| 20 | Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record. | Note : Si l'utilisateur a été défini comme un utilisateur "externe", il ne pourra consulter que ses factures, ses commandes, ses propositions, etc, et aucun autre enregistrement. |
| 21 | This is unless you give the user permission to view "all", like for example, for your external bookkeeper. | Ceci à moins que vous ne donniez à l'utilisateur la permission de tout voir, comme par exemple, pour votre comptable externe. |
| 22 | Access Control & Permissions | Contrôle d'accès et autorisations |
| 23 | Administrators are able to configure access control permissions for modules and module actions. | Les administrateurs sont en mesure de configurer les autorisations de contrôle d'accès aux modules et aux actions des modules. |
| 24 | For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. | Par exemple, voici la liste des actions disponibles pour la configuration de l'accès en ce qui concerne les modules Notes de Frais et Gestion des demandes de congé. |
| 25 | This also applies to all other modules in the Dolibarr system. | Ceci s'applique également à tous les autres modules du système Dolibarr. |
| 26 | You can use groups to map users with permissions. | Vous pouvez utiliser des groupes pour cartographier les utilisateurs ayant des autorisations. |
| 27 | Under the "Users and Groups" menu, click on "Add Group". | Dans le menu "Utilisateurs et groupes", cliquez sur "Ajouter un groupe". |
| 28 | Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. | Une fois le groupe créé, cliquez sur l'onglet "Autorisations du groupe" pour attribuer les autorisations souhaitées au groupe. |
| 29 | Users added to the group will now inherit all the permissions assigned to the group. | Les utilisateurs ajoutés au groupe auront désormais toutes les autorisations attribuées au groupe. |
| 30 | Employee features | Caractéristiques des employés |
| 31 | 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. | Une fois l'utilisateur créé et les autorisations définies, l'employé peut se connecter au système et, en fonction des autorisations accordées, il peut modifier ou non les informations. |
| 32 | If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance. | Si l'application "Congé" a été activée, vous pouvez cliquer sur le menu de l'onglet HRM pour consulter le solde des congés. |
| 33 | The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module. | Le processus complet de création, d'approbation et de consultation des congés est présenté dans la vidéo sur le module "Congé". |
| 34 | If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. | Si le module "Notes de frais" a été activé, les notes de frais peuvent être créées à partir du menu correspondant. |
| 35 | Expense reports thus created can be approved or rejected by the appropriate supervisor. | Les notes de frais ainsi créées peuvent être approuvées ou rejetées par le superviseur concerné. |
| 36 | The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. | Le processus complet de création, d'approbation et de consultation des notes de frais est présenté dans la vidéo du module "Notes de frais". |
| 37 | If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu. | Si le module "Projet et feuilles de temps" a été activé, un utilisateur peut également saisir ses feuilles de temps à partir du menu "Temps passé". |
| 38 | The complete process of creation of timesheets is presented into the Video about the "Project" module. | Le processus complet de création des feuilles de temps est présenté dans la vidéo du module "Projet". |
| 39 | Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus. |
Translated text in Spanish
| SNO | English Text | Translation in the Foreign Language |
| 1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. | Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr. |
| 2 | In this video, we will look at how to work with the Users, Groups and Permissions module. | En este vídeo, veremos cómo trabajar con el módulo Usuarios y Grupos. |
| 3 | The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. | El módulo "Usuarios y Grupos" le permite crear y gestionar usuarios en el sistema Dolibarr. |
| 4 | In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. | En la mayoría de los casos, se tratará de empleados, pero también pueden ser cuentas de usuarios externos para su contable u otros socios. |
| 5 | 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. | Sus empleados también pueden conectarse al sistema y gestionar su cuenta, actividad y vacaciones y muchas otras cosas en función de las aplicaciones que haya habilitado. |
| 6 | Let's look at the the common features. | Veamos las características principales. |
| 7 | 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. | Hay dos tipos de usuarios en el módulo "Usuarios y Grupos" - el empleador o administrador y el empleado o usuario externo. |
| 8 | Employer or Administrator | Empleador o Administrador |
| 9 | Let us first look at the administrator or employer user flow. Login with an account that has administrator access. | Veamos primero el funcionamiento del administrador o del empleador. Inicie sesión con una cuenta que tenga acceso de administrador. |
| 10 | Click on the 'Users and Groups' menu to access the user module. | Haga clic en el menú "Usuarios y grupos" para acceder al módulo de usuarios. |
| 11 | Click on 'List of Users' to review the list of existing employees or users. | Haga clic en "Listado de usuarios" para examinar la lista de empleados o usuarios existentes. |
| 12 | The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation. | La "Vista Jerárquica" da una visión general de la jerarquía de los empleados en la organización. |
| 13 | Creating an Employee or User | Creación de un empleado o usuario |
| 14 | Click on 'New User' to add a new employee – an internal user in your organization - to the system. | Haga clic en "Nuevo usuario" para añadir un nuevo empleado - un usuario interno de su organización - al sistema. |
| 15 | Fill out the required fields. | Rellene los campos obligatorios. |
| 16 | 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. | Si el usuario es un usuario externo: un cliente o un proveedor, puede seleccionar la opción "Externo" para que el usuario sólo vea la información relacionada con su cuenta. |
| 17 | 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. | Puede elegir si el usuario es un empleado y también elegir un supervisor para definir la jerarquía para gestionar las solicitudes de vacaciones y los informes de gastos del usuario. |
| 18 | Fill in additional job details such as remuneration and weekly work hours. | Rellene los detalles adicionales del puesto de trabajo, como la remuneración y las horas de trabajo semanales. |
| 19 | You can also upload documents, and record bank information on user record. | También puede subir documentos y registrar la información bancaria en el registro del usuario. |
| 20 | Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record. | Nota: Si el usuario ha sido configurado como un usuario "Externo", podrá ver sólo sus facturas, pedidos, presupuestos, etc., y ningún otro dato. |
| 21 | This is unless you give the user permission to view "all", like for example, for your external bookkeeper. | Esto es así a menos que le dé permiso al usuario para ver "todo”, como por ejemplo, a su contable externo. |
| 22 | Access Control & Permissions | Control de acceso y permisos |
| 23 | Administrators are able to configure access control permissions for modules and module actions. | Los administradores pueden configurar los permisos de control de acceso para los módulos y las acciones de los módulos. |
| 24 | For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. | Por ejemplo, aquí está la lista de acciones disponibles para la configuración de acceso con respecto a los módulos de Informes de gastos y Gestión de solicitudes de permisos. |
| 25 | This also applies to all other modules in the Dolibarr system. | Esto también es aplicable a los demás módulos del sistema Dolibarr. |
| 26 | You can use groups to map users with permissions. | Puede utilizar los grupos para asignar permisos a los usuarios. |
| 27 | Under the "Users and Groups" menu, click on "Add Group". | En el menú "Usuarios y Grupos", haga clic en "Nuevo grupo". |
| 28 | Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. | Una vez creado el grupo, haga clic en la pestaña "Permisos de grupo" para asignar los permisos deseados a dicho grupo. |
| 29 | Users added to the group will now inherit all the permissions assigned to the group. | Los usuarios añadidos al grupo heredarán todos los permisos asignados al grupo. |
| 30 | Employee features | Características de los empleados |
| 31 | 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. | Una vez creado el usuario y definidos los permisos, el empleado puede acceder al sistema y, dependiendo de los permisos concedidos, puede editar o no la información. |
| 32 | If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance. | Si la opción "Gestión de días libres" ha sido activada, puede hacer clic en el RRHH del menú para ver el estado de los mismos. |
| 33 | The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module. | El proceso completo de creación, aprobación y consulta de vacaciones se explicará en el vídeo sobre el módulo "RRHH". |
| 34 | If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. | Si el módulo "Informes de gastos" ha sido activado, los informes de gastos pueden crearse desde el respectivo menú. |
| 35 | Expense reports thus created can be approved or rejected by the appropriate supervisor. | Los informes de gastos creados de esta manera pueden ser aprobados o rechazados por el supervisor correspondiente. |
| 36 | The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. | El proceso completo de creación, aprobación y consulta de los informes de gastos se presentará en el vídeo sobre el módulo "Informe de Gastos". |
| 37 | If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu. | Si se ha habilitado el módulo Proyectos u Oportunidades", un usuario también puede introducir sus hojas de tiempo desde el menú "Tiempo dedicado". |
| 38 | The complete process of creation of timesheets is presented into the Video about the "Project" module. | El proceso completo de creación de hojas de presencia se explicará en el vídeo sobre el módulo "Proyectos u Oportunidades". |
| 39 | Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información. |
Translated text in Dutch / Netherlands
| SNO | English Text | Translation in the Foreign Language: Dutch / Netherlands |
| 1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. | Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. |
| 2 | In this video, we will look at how to work with the Users, Groups and Permissions module. | In deze video laten we zien hoe de module 'Gebruikers en groepen' werkt. |
| 3 | The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. | Met de 'Gebruikers en groepen' module kun je gebruikers aanmaken en beheren voor het Dolibarr systeem. |
| 4 | In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. | Meestal gaat het om het opvoeren van werknemers, maar het kan ook gaan om externe gebruikers zoals bijvoorbeeld voor een boekhouder of andere relaties. |
| 5 | 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. | Werknemers kunnen ook zelf inloggen en hun gebruikersaccount beheren, zoals agenda items aanmaken, vakantieperiode aangeven en een heleboel andere zaken, afhankelijk van de geactiveerde modules en de rechten die ze hebben. |
| 6 | Let's look at the the common features. | Laten we nu kijken naar de algemene functionaliteit. |
| 7 | 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. | De 'Gebruikers en groepen' module is ingedeeld in twee type gebruikers. De ene is van het type werkgever of beheerder en de andere van het type werknemer of externe gebruiker. |
| 8 | Employer or Administrator | Werkgever of beheerder |
| 9 | Let us first look at the administrator or employer user flow. Login with an account that has administrator access. | Laten we eerst kijken naar de functie van beheerder of werkgever. Login met een account met beheerrechten, bijvoorbeeld admin. |
| 10 | Click on the 'Users and Groups' menu to access the user module. | Klik op het menu 'Gebruikers & groepen' om naar de betreffende module te gaan. |
| 11 | Click on 'List of Users' to review the list of existing employees or users. | Klik op de 'Lijst van gebruikers' om een overzicht van de bestaande werknemers en gebruikers te bekijken. |
| 12 | The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation. | De 'Hiërarchische schema' weergave geeft een mooi overzicht van de werknemers in de hiërarchische organisatie. |
| 13 | Creating an Employee or User | Aanmaken van een werknemer of gebruiker |
| 14 | Click on 'New User' to add a new employee – an internal user in your organization - to the system. | Klik op 'Nieuwe gebruiker' om een nieuwe werknemer toe te voegen - een interne gebruiker in uw organisatie - in het systeem. |
| 15 | Fill out the required fields. | Vul de gevraagde velden in. |
| 16 | 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. | Als de gebruiker een externe gebruiker is zoals een klant of een leverancier, dan kun je de eigenschap "Externe gebruiker" aangeven zodat de gebruiker alleen de informatie ziet die voor hem of haar relevant is. |
| 17 | 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. | Je kunt aangeven of de gebruiker een werknemer is en daarbij dan ook de hiëarchisch leidinggevende voor het managen van de gebruikers verlofaanvragen en onkostendeclaraties. |
| 18 | Fill in additional job details such as remuneration and weekly work hours. | Vul de aanvullende functiedetails in zoals salarisvergoeding en gewerkte uren per week. |
| 19 | You can also upload documents, and record bank information on user record. | Je kunt ook documenten uploaden en de bankinformatie voor elke gebruiker opvoeren. |
| 20 | Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record. | Let op: Als de gebruiker is aangemerkt als 'externe' gebruiker, kan de gebruiker alleen zijn of haar eigen factuur, order of offerte, enzovoorts inzien en dus niet dat van anderen. |
| 21 | This is unless you give the user permission to view "all", like for example, for your external bookkeeper. | Tenzij je deze gebruiker expliciet de rechten geeft om "alles" te zien, bijvoorbeeld voor een externe boekhouder. |
| 22 | Access Control & Permissions | Gebruikersrechten en machtigingen |
| 23 | Administrators are able to configure access control permissions for modules and module actions. | Beheerders kunnen de rechten aanpassen voor het mogen gebruiken van modules of van modulefuncties. |
| 24 | For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. | Bijvoorbeeld, hier is een lijst van functies die beschikbaar zijn als mogelijke gebruikersrechten voor de onkostendeclaraties en verlofaanvraag beheer modules. |
| 25 | This also applies to all other modules in the Dolibarr system. | Dit geldt ook voor alle andere modules in het Dolibarr systeem. |
| 26 | You can use groups to map users with permissions. | Je kunt groepen gebruiken om gebruikers te clusteren met deze rechten. |
| 27 | Under the "Users and Groups" menu, click on "Add Group". | Onder het 'Gebruikers en groepen' menu, klik op 'Nieuwe groep'. |
| 28 | Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. | Zodra de groep is aangemaakt, klikt u op de tab 'Groepsrechten' om de gewenste rechten toe te kennen aan de groep. |
| 29 | Users added to the group will now inherit all the permissions assigned to the group. | Gebruikers die aan de groep worden toegekend erven nu alle rechten die gekoppeld zijn aan de betreffende groep. |
| 30 | Employee features | Werknemer functies |
| 31 | 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. | Zodra een gebruiker is aangemaakt en de rechten zijn toegekend, kan de gebruiker inloggen in het systeem en afhankelijk van zijn toegekende rechten, bepaalde gegevens aanpassen of juist niet. |
| 32 | If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance. | Als de module voor 'Verlofaanvraag beheer' is geactiveerd, kun je op het 'HRM' tab menu klikken om het verlofsaldo te bekijken. |
| 33 | The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module. | Om het hele proces van aanmaak, goedkeuring en afstemming van verlofaanvragen te bekijken, kijk dan de video over de 'Verlofaanvraag beheer' module. |
| 34 | If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. | Als de module 'Onkostendeclaraties' is geactiveerd, kunnen declaraties ingediend worden in het betreffende menu. |
| 35 | Expense reports thus created can be approved or rejected by the appropriate supervisor. | Declaraties die zijn ingediend kunnen goedgekeurd of afgewezen worden door de toegekende leidinggevende. |
| 36 | The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. | Het hele proces van indienen, goedkeuring en afstemming van declaraties kunt u bekijken in de video over de 'Onkostendeclaraties' module. |
| 37 | If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu. | Als de module 'Projecten' is geactiveerd, kan een gebruiker ook zijn urenstaat invullen via het menu 'Bestede tijd'. |
| 38 | The complete process of creation of timesheets is presented into the Video about the "Project" module. | Het hele proces van invullen van bestede tijd is te zien in de video over de 'Projecten' module. |
| 39 | Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org! |