AuctionGate | Account management - "How to edit an employee?"

AuctionGate.io
ბოლო განახლება: 2023-12-14 09:01:09

To edit the data, click on the button located on the right side of the record in the table area (Figure 1, Index 1).

Figure 2 - Employees page

 The "Edit Employee" window opens (Figure 2),  where you can make changes in the following fields:

Authorization data

  • "Select status" - from the drop-down list that opens when you click on the button , select the employee status (Index 1);

Note: if "Inactive" is selected:

  • the employee will not have the ability to authorize on the site;

  • this employee cannot be assigned to a user.

  • "First Name" - enter the employee's name (Index 2);

  • "Last Name" - enter the last name of the employee (Index 3);

  • "Email" - enter the employee's e-mail address, which will be used by the employee in the future for authorization on the site (Index 4);

  • "Password" - enter the password that will be used by the employee in the future for authorization on the site (Index 5);

  • "Confirm Password" - re-enter the password that was entered in the field above (Index 6);

  • "Phone" - enter the employee's phone number in the format +380*********, which is used by WhatsApp messenger to display the contact in the "Documents" block of the AuctionGate extension (Index 7);

  • "Telegram nickname" - Enter the nickname that is used in Telegram to display the contact in the "Documents" block of the AuctionGate extension (Index 8);

  • "Select office" - select the office where the employee works (Index 9) from the drop-down list that opens when you press the button;

  • "Select a role" - check the box in the field opposite the desired value (Index 10). When selected, the value:

  • "Operator" - an employee sees only the accounts he is assigned to as an employee and the accounts of users who are assigned to him;

  • "Supervisor" - the employee sees all users and operators assigned to the office.

After making changes, click on the "Save" button, if you want to cancel, click on the "Cancel" button. As a result of the actions performed, changes will be made to the employee.

Figure 2 - Edit Employee window

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