User
Fields
| Name | Description |
|---|---|
| Name | Name of the person, displayed throughout the Saago |
| Role | Role defines a group of permissions applicable to the user within Saago |
| Phone | Phone number that is displayed next to the name of the user throughout Saago |
| Email address that is displayed next to the name of the user throughout Saago |
Specifications (Custom fields)
General purpose 'free form' fields that require defining the field 'name' and 'value'.
- Contract type
- Departament
- Region
Roles
Following are the 4 predefined roles that are automatically created upon registration.
| Name | Description |
|---|---|
| Admin | Has access to everything. Can invite users and configure organization settings. Is allowed to schedule work orders for other users |
| Manager | Can only view data that is related to them. Admin has to explictly link these users with assets to provide them visibility. Can not assign work orders |
| Technician | Is limited to 'work' view and can only see work orders assigned to them |
| Client | Is limited to viewing tasks, issues and properties that are linked to them and additionally is only permitted to view the summaries on tasks (No net-cost values etc) |
💡
Roles may be added and modified based on your requirements, please contact us at support@saago.eu
Alternatively roles may be added via REST API
Permissions
Currently Saago supports 80 permissions (for different operations that the user can perform) that can be combined into roles.
Absence periods
- When adding a absence period, the work orders that fall within that period of time are set as 'On hold' and the responsible user is notified.
- During the absence period, no work is planned for that period. If another user assigns them a task nontheless, it is scheduled on the time when the person returns.
| 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. Eg. "Sick leave" |
Schedule
- Schedule is defined by a pattern of off/on work time.
- The pattern will repeat indefinitely and generate a work schedule. Set the desired leisure time at the end of the pattern from the last work time to the first work time
Schedule settings
| Name | Description |
|---|---|
| Include national holidays | If toggled, then national holidays are deducted from 'available' work time and no work is planned for the holidays |
| Include shortened workdays | If toggled, then shortened workdays are accounted for and are deducted from 'available' work time. |
User settings
| Name | Description |
|---|---|
| Login redirect route | On user log-in the user is redirected to specified view |
| Max visible days of work orders | Number of days that the work orders are displayed in the 'work' view |
| Automate issue to task | Automatically create a task when the user receives an issue |
| Issue task to work order | Automatically create a work order from an issue task to the user. (User must be able to receive work orders) |
| Skip work order confirmation step | Disable work order confirmation step for the user. Also skips the digital signature step |