In Craftnote, a user invited to the company can be assigned one of the following 3 roles can be assigned to a user invited to the company:
The owner can:
- Invite & remove employees from the company
- Access all company projects
- Create new projects
- Add & remove people from projects
- Write messages and delete all messages
- Create, delete and export all time tracking entries
- Create and edit tasks for all employees from the company & delete
- Manage the project status
- Use the ‘Manage access’ function under the file storage
- Archive & delete projects / project folders
- Restore deleted & archived projects
The supervisor can:
- Create new projects
- Add & remove people from projects
- Write messages and delete all messages
- Create, delete and export the time tracking entries for the self-assigned projects create, delete and export
- Create tasks for the self-assigned projects, edit & delete
- Manage the project status
- Archive & delete projects / project folders
- Restore archived projects
The employee can:
- Write messages and delete their own within 48 hours
- be invited to projects
- Create time recording entries and delete your own within 48 hours
- Upload files to the file storage and delete them within 48 hours
Quick guide:
1) Open the Craftnote mobile app and click on ‘Settings’ at the bottom right.
2) Select the ‘Employees’ settings area here.
3) All previously invited employees are listed in this settings area are listed and their roles can be viewed directly. Here you can also new employees can be invited to your company or removed via the trash can icon can be removed from it.
4) Clicking on the relevant line of the employee will take you directly directly to the editing menu.
You can enter or change the following data:
- First/ & surname of the employee
- Role in the company
- Phone number
5) If required, you can reassign the role currently assigned in Craftnote by clicking on it. Please do not forget to save!
Good to know:
- The modification of a role can only be by the user with the ‘Owner’ role assigned in Craftnote.
- The independent modification of a role for itself is generally not possible. To do this, please go to another other user with the ‘Owner’ role to.
- Adjustments to first and last names can be made independently by the respective employees under their account in the settings area ‘Profile settings’ (mobile app) or ‘Profile data’ (web app).