employee
Table of Contents
Employee
The Employee code is a record of a member of staff within Call2Field. Not all Employees need to exist as Users, but every User does need a valid Employee record.
Add Employee
To create a new Employee, go to the Employee Code section and click Add from the list.
Set the Employee Type accordingly. The Type doesn't make a difference in terms of permissions, but it defines where an Employee will appear within Call2Field:
| Employee Type | Purpose |
|---|---|
| Admin | The default type. This is an Employee who exists in the system for an office user, but doesn't appear in any dropdowns as such |
| Field Engineer | You can assign Field Engineers to Calls and manage them within the Diary view |
| Salesperson | A Salesperson can be assigned to a Customer or Site, as well as used in the Sales Module |
Fill in the mandatory details, and any other fields you wish to populate and click Update to save.
Appearances
employee.txt · Last modified: by 127.0.0.1