Employees

Navigate to Settings > Employees to find all information about the employees.

In the blue bar at the top you can see how many licenses you have and how many of these are assigned to an employee. Below you see an overview with a number of relevant data for each employee, including his price profile and role.
The profile is used to apply different rates. The role is used to restrict access to specific AdminPulse components.

Adjust an employee

To open an employee's record, click on that line in the overview.

Here you can change the personal details, price profile or role.

Add an employee

If there still are available licenses, you can add employees by clicking on the 'Add' button. Enter the details and click on 'Add'. The email address will also be the username of the employee in AdminPulse. As soon as it is added, an email will be sent to that address with a link to set a password.

Roles

It is possible to assign different roles to your employees to limit access to specific AdminPulse components.

The possible roles are:

• Administrator
• Power user
• Invoice manager (before: Standard user)
  • This role can edit invoice proposals, but will not be able to finalize an invoice
• Relation manager
• Registration only

The table below shows the permissions for all possible roles.

• X means full control (read and write).
• O means only read rights.
• Empty means no access

Onderdeel		Administrator	Full user	Invoice user	Relation user	Registration only
Relation	Relation file	X	X	X	X	O
	Own interactions	X	X	X	X	X
	Interactions of other employees	X	X	X	X	O
Registration	Pricelist	X	X	O
	Own registrations	X	X	X	X	X
	Registrations of other employees	X	X	O
Invoice	Invoice proposals	X	X	X
	Finalized invoices	X	X	O
	Transactions	X	X
Task	Taskboard	X	X	X	X	X
	Task overview	X	X	X	X	X
	Task list	X	X	X	X	X
Documents	Documents overview	X	X	X	X
Report		X	X
Account	Own company	X	O	O
	Settings	X	O	O
	Licenses and employees	X	O

Note: Employees who do not have access to invoicing will not see financial data elsewhere in AdminPulse, such as the graphs on the homepage and the amounts in the registrations.