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A user is the account a person uses to access Bold. Invite each person who needs their own access to the application or administrative functions.
A user and an employee are different. The user controls access and permissions. The employee represents an operational person for shifts, work, costs or assignments.

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Before inviting

  • Be clear about which modules the person must use.
  • Create or review the permission profile you will assign.
  • Decide whether to link them to an operational employee.
  • Avoid sharing one account among several people if you need auditing.

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Invite a person

Path: Control panel > Users > Invite Fields to complete: In Employee, choose one of these options:
  • Link to an existing employee: if the person is already registered as an employee.
  • Create new employee: if they are not registered yet.
If you link an existing one, select them in Employee. If you create a new one, complete First name, Last name and, where applicable, Employee code. The assigned profile determines the screens and actions the user can access. Link the user to an employee when their actions should be associated with an operational person. This matters on the shop floor and in shifts, costs, assignments and tasks. Common cases:
  • An employee who records work from a tablet.
  • A manager who acts on behalf of an employee in an operational workflow.
  • An account that needs to view data but does not record work. In this case, it may not need an employee link.

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