Staff

Settings -> Staff (the section is not available for employees with the "Manager" role)

Adding a new user via a unique link

To add new employees to the cabinet, you need to go to the "Employees" section.

To add a new employee to RadistWeb, you need to click on the "Add employee" button, after which a window with a unique link will open:

This page contains a unique link, following which new employees will be able to register in their personal account and join the company.

When you click “update link”, the link is updated and the previous link becomes invalid.

When a new employee clicks on a unique link, he first needs to register in his personal account by entering his last name and first name, email, password.

Next, the user will be transferred to the window to join the company.

Added users

Users who have joined the company using the invitation link are displayed here.

When registering with the invite link, all users are registered as manager by default.

The default “Owner” is the employee who registered the Company on RadistWeb.

Users added in RadistWeb are not synchronized with amoCRM and do not inherit roles from amoCRM. In fact, they are different users on different systems.а

Creating custom fields for employees in RadistWeb

In the "Employees" section, in addition to the standard roles (administrator, manager), you can create new roles and allow an employee access to certain sections

How it works:

Creating a custom role:

• Click “edit” in the employee block (you can edit roles for all employees except “Owner”)

The block will open and a list of roles and access rights will appear. On the screenshot there is a list for the “Administrator”: all rights are ticked, and they cannot be removed - the “administrators” have access to all sections by default

In the roles "Owner", "Administrator", "Manager" there is no way to change the current role model. The "Owner" role cannot be edited.

In order to create a new role for this employee, for example, if you want to give an employee the Integrator role, you need to click “Create Role”

When you click on “Create a role”, a window will open to enter the name of the role. This name cannot be changed, but it will be possible to create a new role and delete a role with an outdated name.

You need to enter the name of the role and click “Create a role". The name of the role “Integrator” was entered on the screen

The role of “Integrator” appeared in the list of roles. Now you can tick the boxes next to those sections to which you want to leave access to the employee and click “Save changes”.

New access rights sections cannot be added. You can check the boxes only in those sections that already exist. The "Chats" section cannot be disabled/restricted for employees yet. At the moment, it is always active for all employees. We will also make this section in future updates.

That's done, now the “Integrator” role is displayed for the employee. All custom roles are displayed on a lilac background

How to change the role of an employee Click “edit”, click on the required role and save the changes How do I delete a custom role? Click on the “delete role" button. When you click on this button, a window will appear to select the role to which you will need to transfer all employees to whom the role to be deleted is assigned:

Thus, the selected role will be deleted from all managers and the system will offer to transfer employees from the deleted role to another.

Available rights for roles:

Administrator role:

In the roles "Owner", "Administrator", "Manager" there is no way to change the current role model. The "Owner" role cannot be edited.

For roles such as "Owner", "Administrator", all functions are available in the RadistWeb personal account.

The role of "Administrator" - there is full access to everything in the cabinet, there are ticks everywhere that cannot be removed

+the "owner" has similar access rights, but his rights cannot be changed, so his rights are not displayed

Manager's Role

The "Manager" has the following rights:

Manager - does not have access to the "company settings" section, as well as connections, notifications, integrations, stores and catalogs.

Limited functionality. A system role, so this role for an employee can only be selected, and access rights for this role cannot be changed.

The "Partner" role:

The list of employees may include employees with the role of "Partner".

These employees have disabled the function of editing employee rights and deleting an employee.

Please contact technical support to make changes.

Custom roles:

When setting up a custom role, the settings items are similar to the "administrator" role, but instead of inactive fields for ticks, there will be empty fields with the ability to put down the necessary items

How to set up custom roles is described above in the instructions in the paragraph: "Creating custom roles"