Overview

The Company staff tab provides the list of company staff and their access roles on the platform. Add a registered person to company staff and grant them access roles to define their activities in the web interface. Find, review, and edit the details using the tab. See Access roles for permitted actions description.

Opening the item

Follow the steps below to see the list of Companies staff:

  1. Navigate to the Admin Panel

  2. Click Banking on the left sidebar

  3. Go to the Company staff menu item to open the Company Staff List

Follow the steps below to browse staff profile details:

  1. Navigate to the Admin Panel

  2. Click Banking on the left sidebar

  3. Go to the Company staff menu item

  4. Click Show or Edit in a line to open the corresponding details

Component parameters

Id – the column demonstrates unique role identification numbers in the Crassula system, if applicable;

Company - the column includes the Company name where personnel is registered at. Click a Company name to see company details. See Companies for details;

Person – the column defines the companies’ staff. Click a Person’s name to be redirected to their profile details. See Persons for additional information;

Access roles define the roles applied to a person (multiple roles are possible). Click a role name to browse the access granted;

Enabled – defines whether the role status is Enabled or Disabled;

Action – show or edit role details.

  • Click Show to open staff profiles with no right to edit the details.

  • Click Edit to open a staff profile with the right to edit the details.

  • Click Delete to remove a staff profile.

Filters – search for staff profiles by persons, companies, access roles, and status; multiple-choice is available:

Add new – create a company staff manually. See How to create a Company staff for details.

An existing person, company, and access role are required. If the prerequisites are not registered yet, see Persons, Companies, and Access roles for details.

Configuring the component

Staff profile defines the information on the Company personnel.

Company - the Company name where the personnel is registered at. Click the Company name to see company details. See Companies for details;

Person - the company staff. Click the Person’s name to be redirected to their profile details. See Persons for additional information;

Access role - the roles applied to the person (multiple roles are possible). Click a role name to browse the access granted:

Enabled – defines whether the role status is Enabled or Disabled. Select the check box if you want to deactivate the access role;

Useful tips

  • Remember to grant access roles to decision-makers of a Company (for example, a CEO or an accountant)

  • Navigate to the Access roles section to see the details of an exact access role. See Access roles for details.