Changing user status
1. Adding a user
Only Admin. user can add users to Bauwise
Select from the menu Admin -> Users
In the next view press the button "Add new user"
Fill in the fields and then press the "Add user":
The user appears in the list of users. An e-mail notification is sent to the new user with a link that allows the user to create a password.
The user's rights and access to the data in the system are determined by the role assigned to him.
Select "Settings" to set the role or roles:
To select, click in the green cell of the "Parent name" column and select the appropriate role and press "Enter".
Example: For example, I assign the role of Project manager:
If you want to choose another role, click on the following green box:
These roles can be changed later
NB! If you want to give the user the right to approve invoices, you must also add the following to the already selected main role in the user view:
“INVOICE SPLITTING” - invoice splitting role
You can issue invoices for projects related to yourself (if you are assigned as a project manager for a project);
It is always necessary to attach it to the project manager before he starts issuing invoices.
NB! See the Roles chapter of the manual for more details on the options for the activities of different roles here.
2. Changing user data
In the user view, all data except e-mail can be changed.
You have to click on the corresponding data field and change the data.
3. Changing user status
User status can be viewed in the Admin section by selecting either Active or Inactive users from the drop-down menu.
If a user needs to temporarily restrict access to the entire system, then this user should be made inactive (select Inactive from the "Status" column). To change it back to active, select "Status" - Active.
4. Deleting a user
NB! To be used only if the user does not wish to return to the Bauwise environment later. You cannot add a deleted user yourself, if necessary, you must contact support@bauwise.com