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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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revolves around the periods the users of Microbizz are at work, sick, on vacation, etc.
A work plan as seen below can be composed of several registrations and colour codes for specific days and periods of the year, enabling your business to determine the work plan for your users and the teams they are part of.
The essentials
Before you can start using the module,
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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.
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
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it is necessary to get familiar with the various colour codes and registration types available for you in Microbizz, as seen below.
To change the registration for the users, simply click on a day for any user or team, to choose from one of the registration types available.
If the work plan shows "Non workday" for all dates in the future then it may be caused by lacking setup of the user's work week.
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