Managing Teams and Permissions
Last updated
Last updated
Onestop worker accounts can be organized into teams and given specific permissions.
To create a new team:
Click on the "Teams" menu
Click on "Create New Team"
Provide a team name
Click on the Save button
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
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"
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"
The table below outlines all the core permissions available on Onestop for you to assign to different teams.
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.
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.
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 ()
