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Personnel

During the setup, administrator creates company's department structure, creates users and defines access rights.

Creating departments

  1. Select the root level department (defaults to Departments).
  2. Click "Add Sub-Department"
  3. Fill in the name for the department, i.e. "HR".
  4. Select Manager and Approver from the pull-down menus.
    Note: If you have not created users yet, there will be only the administrator account available.
  5. Click "Create".
  6. Repeat until done.

Note: A department is always created beneath the active department. If you create a department into wrong place, delete it and create a new one.

Creating User Accounts

  1. Go to "Personnel" module.
  2. Select a department from the list on the left.
  3. Click "Add employee" button.
  4. Fill in the fields and click "Save".
  5. Repeat until done.

Note: By selecting a top level project the users access rights can be limited to a specific project. This is useful when granting access for external resources.

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Updated 14/07/05