Employee Management

Our system has three main user roles, each with different levels of access and capabilities. Understanding these roles is crucial for effective employee management:

• Owner: As the Owner, you have full control over employee management. This includes changing roles, assigning administrative privileges to employees, creating new employees, activating or deactivating accounts, deleting inactive employees, and updating employee profiles.
• Admin: Administrators have many of the same management capabilities as the Owner, including creating, updating, activating, deactivating, and deleting employee profiles. However, they cannot change employee roles or deactivate/delete other Administrators. Their authority is limited to managing Users.
• User: Users have access to essential features such as viewing licenses, downloading programs, creating and editing issues, adding comments, and more.

Each role is designed to ensure appropriate access and responsibilities within the platform

If you experience any issues with role assignments, please notify us by submitting a request through the contact form within the WEB section.

In the Employee section, you will find a list displaying all employees in your company, filtered by active employees by default. If you are an individual user, only your information will be visible. You can adjust the filter at the top of the page to view all employees, only active employees, or only inactive ones. Additionally, a search box is available for quick access:

To the right of each employee in the list, there are action buttons. If you are the owner or an administrator, these buttons allow you to edit the employee’s details, activate or deactivate their Private Area account, delete the user (if their account is inactive), or reset their password:

At the bottom of the list, you will see a text displaying the maximum number of active employees your company is allowed, along with the current number of active employees:

This example shows that there are 2 active users, with a maximum limit of 5 users.

To add a new employee to your company, click the 'New User' button located at the top right of the screen:

Fill in the form fields with the employee's information:

Important Note: Accepting the data protection policy is mandatory for creating an employee. The creation process cannot proceed without this acceptance.

You will then have two options to choose from: 'Create without activating' and 'Create and send activation email.' You may only select one option. The first option will create the employee account in an inactive state, which can be activated at a later time. The second option will send an email to the employee with instructions to complete their profile and activate their account.

You will find two different icons:

When activating an employee, an email will be sent to them with instructions to complete their profile and activate their account.

When deactivating an employee, their status will change to inactive.

This will send them an email with instructions to reset their password. Additionally, employees can use the 'Forgot Password' option available on the sign-in page.