Under Loose groups you can define the affiliation to several non-hierarchical groups. The number of loose groups to which the employee can be assigned is unlimited.
Note: The user must in any case be assigned to the loose group xx-ALLE - otherwise no menu tree is available after login!
(This screenshot shows the 2 standard lot groups. The new user must
be assigned to the group xx-ALLE (PW-ALLE) at
least)
In order to grant the user additional rights, he must also be added to the xx-Management group!
Of course it is also possible to add a user to all loose groups and thus unlock the administration AND management menu items to the user or a simple standard user is created which is only added to the loose group PB-ALLE.
A special case is the menu item Time management --> Correction client. Only persons who have assigned the Personnel role can use this correction client (regardless of the loose groups to which they have been added) to change bookings.
We select the group PB-ALLE and click on Save. This assigns the employee to the loose group PB-ALLE.
In summary, when creating a new person with regard to the groups, the following things must be considered:
Role assignment for supervisors and personnel is explained in the next section.
Roles (supervisor, personnel) cannot be assigned to an employee with a time-free account. To be able to use this feature, an upgrade to a Time Base account or a Time Professional account is required.
More information about roles can be found at the following link: Roles - What is it?