Whilst you can add and edit activities as a General Manager or as an Administrator, to add and edit login access will require you to be logged in as the System Administrator.
Video - How to Add and Edit an Employee’s Account Activity. Click to open video with YouTube.
Use Supersearch to find your employees.
General Manager Role
Access the account of the staff member you wish to update. From Main Menu click CRM>Accounts>Edit
- Select Activities - to bring focus on Activities
- Select Employee - to open drop down window. If the activity is not a listed use the [+] add new activity button and select from the drop down list.
- Select Details - to open the Activity Details window
Employee - Activity Details
- Operating Locations Serviced - add or change operation locations, choose from the drop down list.
- Position - type in the Employees job title/position.
- Bio - add any bio information for the employee.
- Employed - tick box for employee status.
- Click [OK] to save details.
System Administrator Role
When logged in as a System Administrator additional options are made available to add and edit User Login and User Authorisations. The following assume you are a System Administrator. So in addition to editing the employee activity details you have the ability to define the Authorisations Category for the employee. This will limit users to permitted tasks, visibility and access to ensure that they can perform their role fully, yet not breach any internal security or management protocols.
Access the account of the staff member you wish to update. From Main Menu click CRM>Accounts>Edit
- Select Activities - to bring focus on Activities
- Select Employee - to open drop down window. If the activity is not a listed use the [+] add new activity button and select from the drop down list.
- Click on {Authorisations} - to open the Employee - Authorizations window.
Employee - Authorisations
- Authorisation Groups - click to open a drop down list of Authorisation Groups available to the selected Activity.
- Select the Authorisation Group or Groups required. Multiple selections are allowed.
- Suspend authorisation for this activity? - tick box if you ever want to stop access to an employee for an activity which will deny access for that particular activity until unticked.
- Click [OK] to save.
Authorisation Groups are configured by the Global Administrator to ensure all security and management protocols are adhered to. Contact CompleteEmpire for changes/amendments.
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