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| 2 | [[Loymax Smart Communications >>doc:Main.Usage.Smart_Communications.WebHome]] includes an access management system. You can create an unlimited number of user accounts for your employees and assign each one the appropriate permissions to work with the product. | ||
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| 5 | ((( | ||
| 6 | **Contents:** | ||
| 7 | |||
| 8 | {{toc depth="3" start="3"/}} | ||
| 9 | ))) | ||
| 10 | |||
| 11 | === Employee management === | ||
| 12 | |||
| 13 | (% class="box infomessage" %) | ||
| 14 | ((( | ||
| 15 | Access to this section is available only to users with **[[Administrator>>doc:||anchor="H41F44043043243043443E44144244343F430"]]** access rights. | ||
| 16 | ))) | ||
| 17 | |||
| 18 | The employee management section is accessible via the main menu of the **Smart Communications** product: **[[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]] > Employees**. | ||
| 19 | |||
| 20 | The section displays a list of all employees, with the following information shown for each: | ||
| 21 | |||
| 22 | * **Status**: active/disabled. If an employee status is set to **disabled**, they will not be able to perform any actions in the System until an administrator changes their status back to **active**; | ||
| 23 | * **Full name** of the employee; | ||
| 24 | * **Registration date**; | ||
| 25 | * [[**Access rights**>>doc:||anchor="H41F44043043243043443E44144244343F430"]]. | ||
| 26 | |||
| 27 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Employees.png" width="1200"/}} | ||
| 28 | |||
| 29 | Click the **Add employee** button to add new employees to the System. The **Employee details** window will open, where you need to specify: | ||
| 30 | |||
| 31 | * **Full name** of the employee; | ||
| 32 | * **Email**; | ||
| 33 | * **Employee language**; | ||
| 34 | * **Access rights** — select the required role from the dropdown list: | ||
| 35 | ** Administrator, | ||
| 36 | ** Designer, | ||
| 37 | ** Analyst, | ||
| 38 | ** Marketer, | ||
| 39 | ** Senior marketer, | ||
| 40 | ** Operator, | ||
| 41 | ** API; | ||
| 42 | * **Active status**; | ||
| 43 | * **Activity expiration date** — to limit the employee access period, specify the end date using the calendar picker. For example, if an employee is leaving on December 31, 2023, their account will automatically become disabled on that day. | ||
| 44 | |||
| 45 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Employee_info.png" width="750"/}} | ||
| 46 | |||
| 47 | An Administrator can edit any employee data by clicking the **Edit** button. The **Employee details** window will open, where available employee information can be edited. Additionally, an administrator can **delete** any user except the account he is currently logged into. | ||
| 48 | |||
| 49 | === {{id name="Rights"/}}Access rights === | ||
| 50 | |||
| 51 | Smart Communications includes an access rights system. Each employee can have only one set of permissions. | ||
| 52 | |||
| 53 | List of standard access rights: | ||
| 54 | |||
| 55 | * **Administrator** — has access to all sections, including the **[[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]]** section. | ||
| 56 | * **Designer** — has access only to [[templates and drafts sections>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.Templates.WebHome]]. | ||
| 57 | * **Analyst** — has access to all sections except the [[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]] section. Analyst cannot create/edit/delete [[campaigns>>doc:Main.Usage.Smart_Communications.Campaigns.WebHome]], [[surveys>>doc:Main.Using.Smart_Communications.Survey.WebHome]], or [[mass mailings>>doc:Main.Usage.Smart_Communications.Mass_messaging.WebHome]]. He also cannot connect via [[API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]. | ||
| 58 | * **Senior Marketer** — has access to all sections except the [[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]] section and can perform all actions within them, including exporting customer lists containing personal data to a PC. He cannot connect via [[API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]. | ||
| 59 | * **Marketer** — has access to all sections except the [[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]] section and can perform all actions within them. He cannot export customer lists to a PC and connect via [[API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]. | ||
| 60 | * **Call Center Operator** — has access only to the list of customers (section [[All Customers>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome]]), customer profiles, and the **Tasks** section. He cannot connect via [[API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]. | ||
| 61 | * **API** — has access only to the [[API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]] section. |