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Day

When accessing the Work plan module, you are taken to the current day. This can also be chosen by navigating in the menu to Day as seen below.

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Here

Periods

Users are the ones using Microbizz. Each user has its own personal login that will grant them access to the system either through the (WEB) or the (App)

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The essentials

Before you can start using the module, there is some configuration that needs to be in place.

The essential functions are:

  • Teams
  • User types

Teams

Teams are used to group users together. They might share similar workflows, geographical location or some other similarity. Permissions are also a key part of using teams.

Users can't work in Microbizz unless they are part of at least one team.

Learn how to user setup and use teams.

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User types

In order to structure the user database is to define User types in Microbizz. 

User types are used to cathegorize the different users in the Microbizz solution. These are not to be associated with Teams, which are more relevant when working with and defining permissions etc.

User types are categories for the users in Microbizz and to read more about User types please see the following section: User types

Next steps

Now that you have learned about the basics of the user module, and are familiar with configuring the basics, you are ready to create and manage users.

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