Roles

Here the roles for the client are created. This is usually done by DeDeNet following the respective workshops. You can extend these, but please bear in mind that certain functions also require adjustments to the interface. This may need to be commissioned.

Explanations for the individual points can be found by hovering the mouse over the symbol and pausing briefly.

Multiple roles can be created. This makes sense, for example, if only some field sales employees are allowed to enter Orders or Complaints, or if you need a special role for the Backoffice because only they should perform certain tasks.

You create a role in the Basic configuration - Roles area. These roles are assigned to the Employee.

Create new roles via the plus button

First assign a meaningful name, if there are multiple roles, so that you can recognise the function of the role at a glance.

Depending on the licence, different Types are displayed, through which you can influence the work of your Employees. Use the Assistant to switch between the individual Types.

Edit

You can Edit the roles by clicking the desired role in the Summary and switching to the corresponding subcategories via the Assistant.

Changes in a role are only rolled out to the respective Employees after a nightly Total import. If you want to distribute the changes faster, you can provide data to the individual Employee or start the Total import manually.

Delete a role

You can Delete roles by selecting them and pressing the "Delete" button in the Assistant.

Please note that before deleting, you must remove the role from the respective Employees; otherwise, deletion is not possible. In this case, you will be notified and shown which Employees still have the role assigned.