What is “Invite Team Members” for?
This feature enables you to add other employees from your organization to use the application and access the organization’s information.
How do I invite my employees to join as team members?
Tap on your organization name (at the header) from the home page, followed by “Invite Team Members”. First, you can choose to add from the employee list if you have already recorded their name and mobile number in the HR & Payroll module. Alternatively, you can also import from your phone book. Otherwise, you can […]
What should my employees do after they have downloaded the application?
Do make sure that you have already invited them as team members. Thereafter, have your employee to register an account with the mobile number that the invitation was sent to. This will ensure that he/she can accept the pending invitation during the registration flow.
What are the roles: Owner, Accountant, Manager, Staff for?
The roles will determine the level of access each team member have on the application. For detailed breakdown of the access rights, go to Invite Team Members page and tap “Manage Role Access”.
Can I remove an existing team member?
Yes. You may change the role to “Disable” to remove the access rights of an existing team member
Can I re-enable his/her access rights after disabling?
Yes. Under the Team Members section, tap on the “Active” button to switch to “Inactive” to view the team members whom you have disabled and select a new role for him/her.
Is there a shortcut to assign the same role to batch of employees?
Yes. In the Invite Team Members page, tap on “Assign Role By Batch” on the top right command window. Thereafter, select the employees and assign the role to the selected employees.
How do I edit the name of the roles?
In the Invite Team Members page, tap on “Manage Role Access”. Thereafter, select the role and tap on “Edit Permissions” on top right command window.
How do I duplicate role or add new role?
In the Invite Team Members page, tap on “Manage Role Access”. You will see both “Add Role” and “Duplicate Role”. Enter the role name and set the permissions for the role, or edit the permissions if you are duplicating from existing role.
How do I edit the access rights of a role?
In the Invite Team Members page, tap on “Manage Role Access”. Select the desired role and tap “Edit Permissions” on the top right command window.