Managing Teams and Permissions

Onestop worker accounts can be organized into teams and given specific permissions.

Creating a Team

To create a new team:

• Click on the "Teams" menu

• Click on "Create New Team"

• Provide a team name

• Click on the Save button

Managing a Team

To manage a team:

• Click on the "Teams" main menu

• On the left panel of your screen, select the team you want to manage

• Click on the "Manage" button for the team at the top right of your screen as shown below

• You can now manage various aspects of the team detailed in the next sections

Adding Members to a Team

If you co-workers do not have accounts on Onestop, you must first invite them to Onestop using the "Invite Workers" button. You can subsequently add a work to a team as you are inviting them.

If your co-workers already have accounts on Onestop and you want to add them to a team, follow the instructions below:

• Follow the steps to manage a team

• In the "Members" section, choose the members you want to add to the team and move them to the right side of the selection box as shown below

• Click on "Save Changes"

Adding Permissions to a Team

To add workflow task permissions to a team follow the guide on task access here.

To add any other permission to a team:

• Follow the steps to manage a team

• In the "Permissions" section, choose the permissions you want to add to the team and move them to the right side of the selection box as shown below

• Click on "Save Changes"

Adding Permissions to a team

Permissions Matrix

The table below outlines all the core permissions available on Onestop for you to assign to different teams.

Please note that permissions are automatically created for any user task you create in your workflows and you have full control in assigning them to teams as describe in the managing task access (Task Access)

Only administrators have access to the administration console and once a user is set as an administrator, they can do anything on the administration portal. Be careful who you give admin access.

The only users with a higher level access than are super Administrators. Super Administrators can only be present in an enterprise setup and cannot be created on Onestop SaaS.

Permission	Description
Invoicing
Can View Invoice	User will be able to view invoices both in the list and individually.
Can Cancel Invoice	User will be able to cancel an invoice.
Can Reset Invoice to Pending	User will be able to reset an invoice's status to pending.
Payments
Can Confirm Manual Invoice Payment	User will be able to confirm payments made on an invoice that was paid via a payment form.
Can view transaction	User will be able to view payment transactions.
Documents
Can view generated document	User will be able to view documents generated in the system for the various workflows configured for your organization.
Can Change Document Status	User will be able to change the status of documents generated in the system for the various workflows configured for your organization.
Workflow
Can Bulk Assign Tasks	User will be able to assign tasks in bulk
Can move process instance to any stage	User will be able to move a process to any stage
Can complete any task	User will be able to complete any task without executing it
Can Reassign Tasks	User will be able to reassign task. To reassign a task, a user must also have the assign access level on that task
Can Reassign a Process Instance	User will be able to assign all tasks in a process instance to another user
Can Edit Submission Details	User will be able to edit submissions on the process workflow
Can Manage Process	User can manage the process. This is a required permission for a user to be able to undo a task.