Wiki source code of Employees
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10.1 | 2 | [[Loymax Smart Communications>>doc:Main.Smart_Communications.SMC_Use.WebHome]] includes an access management system. You can create an unlimited number of accounts for your employees, granting each of them the appropriate permissions to work with the System. |
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| 6 | **Contents:** | ||
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| 8 | {{toc depth="3" start="3"/}} | ||
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| 11 | === Employee management === | ||
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4.1 | 15 | Access to this section is available only to employees with **[[Administrator>>doc:||anchor="H41F44043043243043443E44144244343F430"]]** access rights. |
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5.1 | 18 | The employee management section is accessible via the main menu of the **Smart Communications**: **[[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]] > Employees**. |
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1.1 | 19 | |
| 20 | The section displays a list of all employees, with the following information shown for each: | ||
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| 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"]]. | ||
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| 27 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Employees.png" width="1200"/}} | ||
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5.1 | 29 | Click the **Add employee** button to add new employees to the System. The **Employee's info** window will open, where you need to specify: |
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1.1 | 30 | |
| 31 | * **Full name** of the employee; | ||
| 32 | * **Email**; | ||
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5.1 | 33 | * **Interface language**; |
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1.1 | 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; | ||
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5.1 | 42 | * **Activity status** — shows whether the employee account is active or not; |
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1.1 | 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. |
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| 45 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Employee_info.png" width="750"/}} | ||
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5.1 | 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 employee except the account he is currently logged into. |
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1.1 | 48 | |
| 49 | === {{id name="Rights"/}}Access rights === | ||
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| 51 | Smart Communications includes an access rights system. Each employee can have only one set of permissions. | ||
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| 53 | List of standard access rights: | ||
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| 55 | * **Administrator** — has access to all sections, including the **[[Settings>>doc:Main.Usage.Smart_Communications.Settings_SC.WebHome]]** section. | ||
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12.1 | 56 | * **Designer** — has access only to [[email editor>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Block_editor.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.Smart_Communications.SMC_Use.Campaigns.WebHome]], [[polls>>doc:Main.Smart_Communications.SMC_Use.Polls.WebHome]], or [[mass mailings>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]]. [[API>>doc:Main.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]] methods are not available to Analyst. | ||
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11.1 | 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 the available sections, including exporting customer lists containing personal data to a PC. [[API>>doc:Main.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]] methods are not available to Senior marketer. |
| 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.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]]. | ||
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12.1 | 60 | * **Call center operator** — has access only to the list of customers (section [[All Customers>>doc:Main.Smart_Communications.SMC_Use.Customers.All_customers.WebHome]]), customer profiles, and the **Tasks** section. [[API>>doc:Main.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]] methods are not available to Call center operator. |
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11.1 | 61 | * **API** — has access only to the [[API>>doc:Main.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]] section. |