Employees & personal service settings

Each user has a profile for personal service settings

Person

Registration E-Mail: This is the e-mail with which an employee was invited or registered. You can not change this email. This is the e-mail for the registration.

Name shortcut: Choose a unique name shortcut. This helps the team to easily identify the respective editor.

Birthday: This shows your birthday on the planning board

(... so that your colleagues can celebrate and the planning of the gifts is guaranteed :-)

User interface: The user can switch between "German (DE), English (UK) but also Afrikaans, Arabi, Bularian, Chinese, Croatian, Czech, Danish, Dutch, Estonian, Finnish, French, Greek, Hindi, Hungarian, Irish, Italian, Japanese, Korean, Latvian, Maltese, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovene, Spanish, Swedish, Turkish, Vietnamse These other languages are in an unusable translation state (here we are still looking for volunteers working for Want to use your language region).

Process language: This is the language that controls the process language (product texts, etc.).

Time Zone: Used to calculate the time assigned to you.

Location: Your location can be printed on receipts and used in the workflow for control.

Office correspondence

E-mail sender: You can deposit the official business e-mail address under the address. To do this, you can individually assign the name that matches the email address.

E-Mail Signature: This is your personal signature that will be accessed when sending e-mails in your name.

Letter Signature: When creating a letter with Google Docs, this signature will be added. Do not store any formatted text (copy & paste) when setting up the signature. Use two line feeds per line break.

Address

The address is also used for trip planning (this may differ from the client, for example for the home office, the branch office).

This information (telephone, fax ...) can be changed to e.g. Offered to be printed.

Department

The scope of functions and access rights are controlled by roles. These are maintained in the department and automatically transferred to all members of a department.

Only an administrator can set membership to departments in the profile. @Administrator: Select the departments the user works for.

Access rights

If the individual creates a transaction, then it gets access rights. These are taken over as deposited here. These are also taken over the affiliation to departments.

Goolge Workspace (rebranding October 2020 -> from G Suite auf Google Workspace

Access to Google Drive, GMail, etc. is permitted in conjunction with Google Workspace. This enables your company to have a privacy policy with Google.

Google Account Permissions - top right is a link to your Google Settings. If you open the URL, you may see an existing share.

If you want to renew your share, this entry must first be deleted (by clicking on the line)

1. Share Setting "Google Drive"

First, you set the desired shares (checkboxes).

Access to Google Drive generates a file structure and makes sure you back up files in Google Drive. At the same time, the diversity of integration that brand's mill provides with Google Drive opens up.

Activate the Google Cloud printer to allow printing from the workflow. This print release is supplemented by the assignment to printer names used in processes. You can activate a preferred printer for you. This will then be e.g. used when printing pinned operations.

On the right side in the field "E-Mail G Suite", if you edit it, your current e-mail will be pre-assigned. With this you should also be logged in to Google.

Now activate the release via the blue lock above. Then you follow the instructions of Google. If

Transfer access to all employees: The administrator can transfer this Google Drive share to all employees (hence the two separate shares). So not everyone needs a share for his possibly personal Google Drive. This share then applies to everyone and allows a sharable folder structure. All images of products and contacts, all documents, etc. are stored in a single Google Drive. The admin maintains the share on the "brand's mill system folder" in Google Drive for all users. Without approval, the user will be able to generate documents but not be able to view them.

If you open the profile again, then you see access is granted. You can delete them via the lock to remove the share (finally or to update it again).

2. Share Setting "Google Contacts & Email"

First, you set the desired personal shares (checkboxes).

Access to Google Contacts will be extended to include syncing. These contacts are synchronized with your personal address book. Please plan and test for you how this works. So you can then, for example Scan business cards and after the synchronization, a process (for example, a lead for distribution) is started directly.

If you want to sync Google Contacts, you can name a group to sync with. Pay attention to an exact case as it is used in the group name of Google Contacts. This is a great way, as the list of contacts in Google Contacts is often larger than what you need to do here. You can also define whether updates are only taken from Google Contacts or if you want to send changes to Google Contacts ("two-way update").

Gmail access "GMail" allows you to send emails from your business domain "@ mycompany.com".

Google Docs Spreadsheet export settings

We've prepared the export to Google Spreadsheet for the time tracking log. This helps you to check time logs and allows additional calculations, depending on personal needs.

Activity recording

In the performance recording, the product selection is preassigned (service work). You should record this for you here.

Travel expenses: Deposit here your travel allowance.

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Here you can deposit your individual tabs with fields. These can be used in the workflow. Example would be a time account for the planning of vacation times.

Settings includes the control of clicking on email and phone contacts.

Depending on the workplace, an e-mail opens in the browser or in an extra application. If an empty tab is created you can close it automatically.

If you activate Skype, clicking on a phone number starts an outgoing call via Skype.

The overview of the employees

From the overview you can invite new employees.

If an employee has a successor, you should either make the tasks available through appropriate representation or hand over the existing tasks from the ToDo to the new employee. For this purpose, it is best to use the pie and then the action "forward tasks".

Export

You can export the employee list to a spreadsheet.

Import

The overview of employees gives you the option to import new employees via a file or to read them from G Suite.

The simple employee import of a TSV file requires a header for the following fields:

The import can be repeated via the "Number" from the TSV file (updates to the employees).

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