How to set up an Admin Employee Account
What are the different types of employee accounts?
Employee accounts are unique accounts provided to individual employees with access limitations.
Employee Admin accounts can be created for each employee managing bookings for an organisation at the organisation’s end. This account type will be able to view and manage all bookings entered.
Corporate Super Admin accounts can create and control the permissions Employee admin accounts have. Information can be limited based on location, customer entity, and information visibility.
Let’s look at the process of creating and managing employee accounts.
An employee account can be created to support the following workflow scenarios:
- The corporate has multiple admin personnel who need access to the Indecab Dashboard.
- The corporate has multiple branches and needs to create login access for each branch.
- Create multi-level logins with different levels of access to the Indecab dashboard.
1 - Adding an employee
To get started, go to Masters - Employees - enter employee name and a unique email id - submit
Note: Each employee will have a unique email address. Use only the email id provided by the company for official use to protect data.
2 - Creating the employee user
Once you have added an employee you need to create a user that enables them to log in.
Click on the gear icon next to the employee name - click on Create User - click on Reset password and set the password for the employee
The employee can now log in to Indecab using their email ID entered as their username.
3 - Controlling Employee Access/Managing Permissions:
Once you have created the employee user account, you need to set the following:
- Permissions (Allow the user to access only specific sections of the account)
- Information visibility (Control the type of bookings the employee can view/manage)
Permissions:
You can provide your employees permissions that will enable you to limit their access to your Indecab account information.
There are 2 ways to assign permissions-
Click on the small gear icon next to an employee listing - click on Manage permissions - you can manually select permissions here or simply click on the top right Permission profile and select a profile that will auto select preset permissions - click on Update
In Employee - Permission profiles there are preset permission profiles which can be customised and assigned to your employees, reducing time spent on permission setup for each employee.
Information visibility:
Once you have set up your employee accounts you can set up visibility limitations for specific customers or branches that the employee will manage.
Click on an employee listing - scroll to Account Access/Visibility settings - here you can set 3 types of limitations:
- Customers
- Assigning branches
To associate an employee to a specific branch, you need to have created a branch in the Masters - My Branches section. You can then select the branch here. This employee will only be able to see bookings that are associated with the branch you have assigned.
2 - Associate to sister company
Select a corporate sister company here. Only bookings created under this sister company will be visible to the employee.
To assign an employee for managing bookings of a specific customer entity, select the customer name here. Once done, this employee will only be able to see duties/create duties for these customers.
Employee accounts are not passengers. These accounts are only used to manage bookings.
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