Add users on a 3-way list

The content of this article

• Organisation chart

• Invite users on the 1st level (Adv./Client)

• Invite users on the 2nd level (Main/Turn key contr.)

• Invite users on the 3rd level (Sub contr.) 

Organisation chart

Purpose

Create the organization chart to get a full overview of affiliated companies, as well as the ability to edit the entire structure.

Background

In a 3-way list, you have an overview of all companies and users under the menu "Organization".

Things you should be attentive to

• Only 1st level administrators can change the organization chart.

How to

1. Open a Capture list
2. Go to the menu "Organisation"
   • Click on the group name to change the name of the group
   • Click on the green plus to add a sub group
   • Hover the mouse over the yellow head to see added users
   • Click on the red cross to delete the group
   • Click on the company name to change the name of the company in the group

Invite users on the 1st level (Adv./Client)

Purpose

Invite users to the 1st level of the organisation chart.

Background

You can assign different rights to the users at the 1st level:

Administrator - Can edit everything as well as add users.
Observer - Can see all registrations but cannot create, edit or delete.
Registration coordinator - Can create, edit and delete registrations. 

How to

1. Open a Capture list
2. Click on the "Organisation" menu
3. Click on the "Adv./Client" tab
4. Click "Add"
5. Select the role the user should have
6. Enter name, email and select language
7. Click "OK"
8. Select the user in the overview (if no one appears, you can send an invitation)
9. Finish with "OK"

Invite users on the 2nd level (Main/Turn key contr.)

Purpose

Invite users to the 2nd level of the organisation chart.

Background

At level 2, you make one or more users contract responsible for all subcontracts. If you build up your organisation chart with two or more groups at the 2nd level, the contract manager will only be responsible for the subcontracts that belong to the selected group.

Contract responsible - Can add users to own groups, as well as subcontracts that belong to assigned groups. Can also handle registrations.

How to

1. Open a Capture list
2. Click on the "Organisation" menu
3. Click on the "Main/Turn key contr." tab
4. Click "Add"
5. Enter name, email and select language
6. Click "OK"
7. Select the user in the overview (if no one appears, you can send an invitation)
8. Check the groups on the 2nd level for which the user must be responsible for the contract
9. Finish with "OK"

Invite users on the 3rd level (Sub contr.) 

Purpose

Invite users to the 3rd level of the organisation chart.

Background

You can assign different rights to the users in the groups at the 3rd level:

Owner - Can add users to the group, as well as manage registrations.
Coordinator - Can only handle registrations.
Observer - Can only see registrations.

How to

1. Open a Capture list
2. Click on the "Organisation" menu
3. Click on the "Sub contr." tab
4. Click "Add"
5. Enter name, email and select language
6. Click "OK"
7. Select the user in the overview (if no one appears, you can send an invitation)
8. Select the user's rights to the different contracts/groups
9. Finish with "OK"