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Manage Employees

Create New Employee

  1. The user opens the Contacts Module ->clicks ‘Add’ and selects ‘Employee’;
  2. The system will display the ‘New Employee’ screen:
    1. ‘First name’ filed- required;
    2. ‘Middle name’ screen;
    3. ‘Last name’ field- required;
    4. ‘Full name’ field- required;
    5. Widgets:
      1. Addresses;
      2. Emails;
      3. Phones.
    6. ‘Employee type’ field;
    7. ‘Birthday- date picker;
    8. ‘Organization(s)’ drop down;
    9. ‘Time zone’ drop down;
    10. ‘Default language’ field;
    11. ‘Photo URL’ field;
    12. ‘Create’ button disabled by default until the required fields are filled out.
  3. The user should fill out the form and click the ‘Create’ button;
  4. The system will create the new employee and display it on the ‘Contacts’ list.

Important: If the Organization was selected, the new Employee will appear on the Organization’s contact list. If no Organization was selected, the new employee will appear on the ‘Organizations & Contacts’ list of the Contacts Module.

Fig. Add New Employee

Fig. Add Employee

Edit Employee

Add Account to Employee

  1. On ‘Employee details’ screen the user selects the ‘Accounts’ widget;
  2. The system will first display the ‘Manage customer accounts’ screen;
    1. If any accounts were added before, they will be displayed on the screen;
    2. The ‘Add’ button is always active;
    3. The ‘Delete’ button is disabled by default and becomes active only when at least one account from the list is selected.
  3. The user clicks the ‘Add’ button;
  4. The system will open the ‘New Account’ screen and prompt the user to select a store for the new account. The list of available stores will be displayed on the screen;
  5. The user selects the store;
  6. The system will open the ‘Manage customer account’ screen and prompt the user to fill out the form:
    1. ‘Login’ field- required;
    2. ‘Email’ field;
    3. ‘Password’ field- required;
    4. ‘Repeat password’ field- required;
    5. ‘Assign roles’ - optional. The user can select the roles to be assigned to the employee using the check boxes; Fig.Assign Roles
    6. ‘Create’ button is disabled by default and becomes active when ALL required fields are filled out;
  7. The user fills out the form and clicks the ‘Create’ button;
  8. The system will create the new account and display it on ‘Manage customer accounts’ screen. The User information will be displayed on the right side on a separate blade.

Edit User Information

On User Information screen all fields and widgets are editable.

Edit Account Type

  1. The user navigates to User Information screen and selects the account type from the drop down list;
  2. The system provides three default types :

    1. Customer;
    2. Manager;
    3. Administrator.
    4. After selecting the account type, the user saves the changes;
    5. The selected account type will be applied to the user.

Important: The Customer does not have access to the admin tool. Only Manager and Administrator account types can have access to the admin tool.

Add Account Type Value

  1. On User Information screen the user should select the ‘Edit’ icon next to the ‘Account type’;
  2. The system will display the ‘Manage dictionary values’ screen;
  3. The user adds a new Account type and saves the changes;
  4. The new account type will appear on the list and will be available for selection on the drop down list.

Fig. Add New Account Type Value

Fig. Save Account Type

Add/Edit Account Role

  1. On ‘User Information’ screen the user selects the ‘Roles’ widget;
  2. The system will display the ‘Manage roles’ screen;
  3. The user clicks the ‘Assign’ button to either add a new role or edit the existing assigned roles;
  4. The system will open the ‘Assign roles’ screen and the list of all roles will be displayed;
  5. The user can add a new role and/or remove the assigned one. After clicking the ‘OK’ button the changes will be saved;
  6. The system will close the ‘Manage roles’ screen and display the ‘User Information’ screen. The ‘Roles’ widget will display the number of roles assigned after editing.

Fig. Edit Roles

Add API Accounts

  1. On ‘User Information’ screen the user selects the ‘API Accounts’ widget;
  2. The system will display the ‘API accounts’ screen. If API accounts were added before, the list of these accounts will be displayed on this screen;
  3. The user clicks the ‘Add’ button to add a new API account;
  4. In order to edit the existing API account, the user selects the account from the list and clicks on it;
  5. The system will display the API account information in editable format;
  6. The user makes the editing and saves the changes by clicking the ‘OK’ button;
  7. If the user wants to delete the selected API account, he should simply click the ‘Delete’ button and the account will be deleted;
  8. In order to add a new API account, the user should click the ‘Add’ button;
  9. The system will open the ‘New API account’ form;
  10. The user enters the account name, selects the API account type from the drop down list, generate a new secret key and clicks the ‘OK’ button;
  11. The system will create a new API account and display it on the list of accounts;
  12. The general number of API accounts will be displayed in the widget.

Fig. Edit API Account

The ‘Changes’ widget displays the history of changes made to the account
Fig. Changes widget

Add Address to Employee Details

  1. In order to add an address to an account, the user should select the ‘Addresses’ widget;
  2. The system will display the edit addresses screen;
  3. The user fills out the form and clicks the ‘OK’ button;
  4. The new address will be added to the account;
  5. The user can add as many addresses as necessary and edit or remove the existing ones;
  6. The system will display the general number of addresses in the ‘Addresses’ widget.

Add Email to Employee Details

  1. The user selects the ‘Emails’ widget;
  2. The system will display the ‘Manage emails’ screen;
  3. The user clicks the ‘Add’ button;
  4. The email field will become editable;
  5. The user enters the email address into the field and clicks the ‘OK’ button;
  6. The system will save the entered email;
  7. The user can add as many emails as needed. The general number of emails will be displayed in the Emails widget.

Add Phones to Employee Details

  1. The user selects the Phones widget on ‘Employee details’ screen;
  2. The system will open the ‘Manage phones’ screen;
  3. The user clicks the ‘Add’ button; The ‘Enter phone field’ becomes editable;
  4. The user enters the phone number and clicks the ‘OK’ button;
  5. The system will save the entered phone number.

Add Dynamic Properties

See Marketing Module document for details https://github.com/VirtoCommerce/vc-module-marketing


Last update: May 11, 2021