Users
This module allows you to invite or add new users to your company account.
Adding new users
| Name | Description |
|---|---|
| Invite User | Add users e-mail and define their role. After this user will be sent a registration link via e-mail and they can set up their Saago account |
| + User | Alloes you to add a new user to Saago without them having to register themsevles. Add name, phone number, e-mail, role and password |
Roles
Roles are used to define what users can do and see around Saago. 4 predefined roles are created upon registration:
| Name | Description |
|---|---|
| Admin | User who has access to everything - they can configure organization settings and add new users. They can see and configure all properties, tags, clients etc |
| Manager | Users who can create new tasks and see history related to their own properties. They can not add new users or change organisation settings |
| Technician | User who can see work orders assigned to them, start and finish the word orders |
| Client | User who can only access issues, tasks and properties that are linked to them. They are not allowed full view of any tasks such as net cost of any work order |
Roles may be added and modified based on your requirements, please contact us at support@saago.eu or add them through REST API
Permissions
Saago allows you to define the permissions for each role based on your company needs. To make changes to the existing permissions, please contact us through e-mail support@saago.eu.
User view
Each user gets an user-specific view with all the most important details such as absence periods. This is also the central place to make any changes. Additionally you will be able to easily access any tasks, work orders, price offers, schedules, properties and acts using the menu on the left side of the screen.
| Name | Description |
|---|---|
| Name | Name of the person, displayed throughout the Saago |
| Role | Role given to the user, defines which modules and applicable to the user within Saago |
| Status | Indicates wheter the user is active or inactive. Inactive users can not access their Saago account |
| Phone no. | Phone number that is displayed next to the name of the user throughout Saago |
| E-mail address that is displayed next to the name of the user throughout Saago |
PS! After adding the user, you can change their name, role, status and phone numer but not their e-mail. If you need to change their e-mail, please contact Saago support via support@saago.eu.
Specifications (custom fields)
Free form fields that require defining the field 'name' and 'value'. Such values can be contract type, department or region.
Attributes
Fields related to your company integrations such as defining user code user in your accounting software.
Vacations and sick leave
In order to add any new absence period, go to "Edit" mode of the chosen user.
- When adding a new absence period for an user, you can unschedule all their work orders. By doing so, all work orders have to be scheduled again.
- You can also reassign the work orders. If the deadline of the work orders is after the absence period is over, these work orders would not be reassigned. Additionally, Saago will not reassign any work orders that are already past deadline before the beginning of absence period.
- You can not schedule new work orders for the absence period. If someone tries to add new work order to their schedule, it is scheduled when the user has returned.
| Name | Description |
|---|---|
| Start date | Start date of the absence period |
| End date | End date of the absence period |
| Description | Free form field to add notes about the absence period such as sick leave or vacation |
Schedule
You can add and change user schedule by using the "Edit" mode of the chosen user. Schedule is defined by a pattern of off/on work time. The pattern will repeat indefinitely and generate a work schedule.
Schedule settings
| Name | Description |
|---|---|
| Include national holidays | If this field is activated then national holidays are deducted from 'available' work time and no work is planned for the holidays |
| Include shortened workdays | If this field is activated then shortened workdays are accounted for and deducted from 'available' work time. |
User settings
| Name | Description |
|---|---|
| Max visible days of work orders | Number of days that the work orders are displayed in the 'work' view |
| Login redirect route | The page user is redirected to after they log in |
| Automate issue to task | Automatically create a task when the user receives a new issue |
| Issue task to work order | Automatically create a work order from an issue task to the user. In order to do so, user must be able to receive work orders |
| Skip work order confirmation step | Disable work order confirmation step for this user. It also skips the digital signature step |