Manage your users, user groups, and permissions

Create your employee/user accounts

Create user accounts for your employees (internal users) and/or for your customers, suppliers, or partners (external users). Creating an account for your employees will allow them to access data in Chaitanya One and to interact with all the application features such as Third parties, Business documents, and other applicable modules according to the access control permissions that have been defined.

Creating a user only requires saving a name, a login name, and a password. Many other options and data can be set, such as job position, gender, notes, attaching external files, status etc. You can also set a user color so that you can identify user events easily on the agenda module.

Define the hierarchy of your employees/users

Set the hierarchy of your employees, so that when filling in leave requests, expense reports, and in other respective modules, the supervisor of the employee will be notified to validate the request.

Define an hourly rate for each of your employees

Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency. If you use the module Project, you will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.

Set an user e-mail and a nice corporate email signature

Saving an e-mail address on the user’s card will allow the user to send emails from within Chaitanya One. Their signature will be displayed in each email sent from Chaitanya One.

Set permissions for your users or groups

You can prevent users from having access to certain Chaitanya One features and confidential data by defining appropriate user permissions on the user card’s ‘permissions’ tab.

If you have a lot of users, then you must consider creating user groups, define permissions on those user groups, and assign users to those groups.

Personalize the display for each user

Each user can personalize the environment, including language, theme, entry page, and also the dashboard.

Leave requests, expenses reports, and timesheets

Depending on which applications and enabled and which permissions have been assigned, users will have the ability to create leave request  ,  expense reports, and timesheets. Leave requests and expense reports will have to be approved by the user’s supervisor, who will be notified via email when a leave request or expense report is submitted by the user.

More information on how to manage users, groups, and permissions is available in this video…