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employee_setup [2019/01/27 09:38] (current)
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 +Cyrious Online uses the term **Employees** to refer to your employees (those working for the business that owns the online site). ​ This is distinct from the use of **Contacts** or **Customers**,​ which is used to mean the employees of the businesses that buy from you.
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 +You can create a login for each of your employees. ​ Under settings, click on "Setup Additional Employees"​ or "View Employees"​. ​ This will open the View Employees screen listing all of the employees set up in your business.
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 +{{::​employee_list.png_width600?​nolink&​|}}
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 +To add a new employee, click on the  button on the top right of the screen. ​ Only Business Administrators are allowed to add new employees. ​ If the button is not visible, check the permissions for the user you are logged in on.
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 +The employees in your business will be listed in alphabetical order. ​ You may scroll to view all the employees, or search by any part of the employee'​s name by clicking in the search bar and typing.
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 +=Employee Detail Record=
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 +To view a detailed employee record, click or touch the employees name.  This will open the employee detail record.
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 +{{::​employee_-_general_tab.png_width600?​nolink&​|}}
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 +In employee settings, the information is arranged into several tabs:
 +  * General - Used to enter the name, address, phone, default email, and basic location information.
 +  * Images and Documents - Used to upload and view the employees image/icon and other digital assets that are (in general) available only for the employees use.
 +  * Permissions - 
 +  * Billing - Used to change your credit card billing information or cancel service.
 +  * Customer Websites - Lists your customer websites.
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 +=General Tab=
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 +This tab is used to enter your the employee'​s basic information.
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 +**What'​s important to do**:
 +  * Enter the first and last name.
 +  * Enter the employee'​s email address. ​ This email address is used as the default login username for the employee. ​ You can use a different email address by entering it on the permission tab.
 +  * Enter the employee'​s cell phone number if you are going to use text notification (when available).
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 +All fields:
 +  * Name - The employee'​s first and last name. 
 +  * Position - 
 +  * Addresses - Create one or more addresses for the employee.  ​
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 +<​html><​div style="​margin-left:​ 40px;">​ Note: You do not need to enter the business'​ address. ​ If the work address is the same, just omit it. </​div></​html>​
 +  * Phone Numbers - Enter one or more phone numbers and designate their type.
 +  * Locators - Enter email addresses, twitter names, faceboook names, etc. in the locator box.  Cyrious Online will automatically recognize the type based on the format of the data you enter.
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 +=Images and Documents Tab=
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 +The Images and documents tab houses a folder you can use to store digital assets for that employee.
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 +{{::​employee_-_images_and_documents_tab.png_width600?​nolink&​|}}
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 +**What'​s important to do**:
 +  * Upload your employee image or logo.  The primary image for an employee is displayed next to their name throughout the program. ​ The first image you upload is automatically set as the primary, though you can change any image to be the primary.
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 +=Permissions Tab=
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 +The permissions tab is used to set whether the user can login, and their login information.
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 +{{::​employee_-_permissions_tab.png_width600?​nolink&​|}}
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 +**What'​s important to do**:
 +  * Enable the user to login.  ​
 +  * Select the User's security role.  See [[security_roles]] for more information on the permissions that apply to different security roles.
 +  * Enter the User Name.  The user name must be an email address. ​ Upon save, an email will be sent to the user with a link to set their password.
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 +=Notifications Tab=
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 +The notifications tab is used to specify which automatic alerts an employee wants to subscribe to, and whether to send then to the employees email address and/or use the Cyrious Online internal inbox. Note: Regardless of the options selected, only employees authorized to received notifications will actually receive them.
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 +{{::​employee_-_notifications_tab.png_width600?​nolink&​|}}
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 +=References=
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 +Created : {$creationdate}
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 +Revision : {$revisiondate}
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 +Links 
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 +<​html><​div style="​margin-left:​ 20px;">​ [[include_pagepage_componentbacklinks|include page=""​ component="​backlinks"​]] </​div></​html>​
  
  • employee_setup.txt
  • Last modified: 2019/01/27 09:38
  • (external edit)