5 - Configuring User Roles
User-> Roles screen:
- Used to define
permission roles to assign them in Users screen.
- Details page:
- Arabic and
English Name should
- Select Active.
- Permissions page:
- Set permissions
- Data Access page:
- Select Companies (if Access Data
Permission is enabled in Performance screen). If its enabled, you have to
assign companies to this role.
6 - Configuring Users
Configuration-> User-> Users screen: 1- Used to define system users for all employees, admin and employee self-service users (Mobile). 2- Email used to send requests and receive notifications. 3- Select the related Employee to user defined ...
3 - User Delegation
Administration-> Self Service-> User Delegation screen: a. Is used for the definition of a delegation for a specific user during a period. b. Click Add New. c. Select Concerned User: the user that wants delegation. d. Enter Date ...
1 - Configuring Email Accounts
Configuration-> Email Accounts screen: This screen used to define the default the SMTP email configuration account for sending notifications and alerts to employee emails. To define the following email account information: In the Email address ...
4 - Configuring Performance
Configuration-> Settings-> Performance screen: Enable Access Data Permission: allow data access based on company… it’s better to disable this option for better system performance. Enable Notifications: Enable system notifications in Dashboard. ...
3 - Configuring Address Screens
Configuration-> Settings-> Address screen: Used to configure address details displayed in address screens related to company or employee. You can show or hide fields and make them required or optional. Default details have been defined in the screen. ...