Workers and Users
Workers model employees, contractors, sales agents. Each type of worker can be assigned a user login to the main app, TAP - Trade Acceleration Portal, or the barcode scanner interface.
Workers are ‘trading partners’ or stakeholders in your business. Workers can be employees, contractors, or sales agents.
You can manually create Workers:
Company>Workers+
You can upload Workers:
Go to: Setup>Import Data>Workers
You can assign Workers user login credentials,
Workers>Worker>Login details tab>Enable Login
Users can be configured with Roles (See Roles). Roles control the rights and permissions of the Worker's user login.
Workers>Worker>Login details>Security and Role>Role
To prevent security issues you should set up Roles before setting up user Logins
Workers are Suppliers. From the Worker Document you can create:
- Expense Claims
- Timesheets
- Cash Purchases
- Bills (Purchase Invoices)
- Refunds
- Credit Notes
You can make Payments to Workers, you can also view their Accounts Payable balance, and list their transaction history.
Workers>Worker>Login details>Accessible email accounts>Enable Email Access.
Then select the relevant connected email account(s).
To connect email accounts go to:
Setup>Configuration>Email>Mail Accounts.
When a User creates a Document the system automatically assigns the respective user as the Document Owner. Every Document has an Owner field. Users can reassign the Owner of a Document.
To change the Ownership of a Document the appropriate User Role ‘Taking Ownership’ value must be set. See Owners.
If you have a situation where your order entry team is capturing orders on behalf of your internal or external or independent sales reps, you may want to circumvent the normal sales document assign ownership behavior.
The normal behavior for document creation is for the user name to be set as the owner on the new document. To change this so the new document inherits the owner set on the Customer (where the rep owns the Customer) go and edit the Role set on the Order Entry worker.
Role>Edit
Role>Ownership options>Preserve ownership of sales documents = Checked.
The Worker Contact section has three fields:
- Team
- Department
- Office
The values you store in these fields can be used to:
- Filter reports - Look for the filter +Team/Office/Department when you customize a report.
- Control access permissions on Roles - Look for 'Your Team' and 'Your Office' when you create/edit a role.
Last modified 4mo ago