Manage Your Consulting Business

Personnel

  1. Creating departments
  2. Creating User Accounts

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.

OpenPsa is a web-based management suite for consultancies. It has been developed by Nemein and is available under a Free Software license.