In RIVO, the admin user of the organization can set up the organization's tree and add users.
Users can be added to the headquarters or to subunits of the organization.
A user can belong to several units.
To create the organization users, go to the Administrator menu and then select the option Organization Structure.
Either start with the headquarters or, if being added to a unit, select that unit first, then click on the Add User option.
A small input dialog box is displayed with the following information for the user:
- First Name - This field is mandatory. Please provide the first name of the user.
- Last Name - This field is mandatory. Please provide the last name of the user.
- Work Email - This field is mandatory. Please provide the work email of the user.
- Work Phone - Please provide the work phone number of the user.
- Role - The following role specification is allowed for each user:
Approver, Processor, Financier and Organization Admin - Data access - The following data access is allowed to each user:
- Unit Only.
- All Organizations. - Sign level (Only for Approver Role) - The user will be designated to a specific sign level (A/ B/ C/D/E)
- Organization Unit: Selection of list of Unit accesses for User.
See also What is an Organization Structure in RIVO?
Note:
The user dashboard will reflect the deals based on the above selection.
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