Employees
For employees to start using CStoreOffice®, they must be added to the system and provided with sufficient access to its resources to perform their job. Additionally, you can store information about employees, including those whose access to CStoreOffice® is restricted.
Only users with appropriate permissions can view and manage other users in the account.
Managing Employees
To manage employees of your company, to go Settings > General > Employees.
A list of all the employees for your account is displayed. Use the command buttons above the list to add a new employee, delete employees, and then view or change properties for an employee.
To filter employees by the station they are assigned to, select the station from the All Locations list.
Sorting and filtering the Employee list
To quick search for a specific employee or hide the employees that you temporarily want to take out of view, you can apply alphabetical filter or filter by column values. You can also sort employees in the list by column values.
Alphabetical and column filters can work in combination, and you can also filter by more than one column. Filters are additive, which means that each additional filter is based on the current filter and further reduces the list of employees.
Column filters and sorting vary depending on the type of data in the column. For example, sorting is alphabetical (a-z or z-a) for text values (like Name) and ascending or descending for numbers. For a column with a limited set of values (like Roles) you select the filtering criteria from the list, while for other columns you enter a text fragment to filter by.
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To apply the alphabetical filter (filter employees by the first letter of their last name) |
Click a letter in the alphabet above the list. Only employees whose last name starts with this letter are displayed. |
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To clear the alphabetical filter |
Click the selected letter again. |
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To apply the filter by column values |
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To clear the filter by column values |
In the header of the column, click the filter icon and click Reset in the filter dialog. |
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To sort the list by a column (for example, by name) |
Click anywhere in the column header. |
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To reverse the sorting order for the column (for example, from a-z to z-a) |
In the header of the column, click the arrow icon. |
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To understand what filters and sorting are currently applied |
Use the following indicators:
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How to add a new employee
- Click New above the list.
- In the New Employee dialog, specify the properties for the new employee. For more information about properties, see Defining Employee Properties.
- Click Save.
The new employee appears in the employees list.
How to delete one or several employees
- In the first column, select one or several check-boxes for the employees you want to delete from the system.
- Click Delete above the list.
- Confirm the deletion.
How to edit employee's properties
- Do one of the following:
- Click anywhere in the row for the employee you want to edit.
- Select the check box for the employee you want to edit and click Edit above the list.
- In the Edit Employee dialog, change the properties for the employee. For more information about properties, see Defining Employee Properties.
- Click Save.
