智慧记
智慧记国际版(Ailit)

Invite and manage employees

最新修改于 2024-02-27

How do you do when you need an employee to log in Ailit to issue billings for your business, but there is sensitive information that cannot be seen by the employee?

I. Set role permissions

Operation Path: Home - Settings - Role Permissions

Description

Description

Enter the role name, such as sales, store manager, etc. in [Basic Information];

Check the role in [Functional Authority] to use the operation function;

Check the role in [Sensitive Data] to Detail the data information.

II. Invite staffs

Operation Path: Home - Settings - Employee Management

Description

Click on “OK” after the employee's name, cellphone number, role and store are entered

Description

At this time, the employee will be sent an invitation text message, and click on the link in the text message to enter for activation

After activation, log in Ailit with verification code, and operate in Ailit according to the authorities you set.