Employee groups are found via the main menu under Settings -> Employees -> Groups.
Create a new group using Add group and you can edit existing groups using edit.
In the creation/edit overview, assign a name and, if necessary, a description to the group to more precisely define the purpose of the group. Below, select the employees for this group. An employee can also be part of multiple groups. Alternatively, when editing or creating employees, you can select the associated groups.
Tip: You can use departments, for example, as groups. This way, you can separate samples from research & development from those in day-to-day operations.
You can also specify whether an employee group only sees SAMPLES from a specific LABELS.
Additionally, you can determine, for each ORDER, customer, dashboard, and at many other places, which groups or employees can view this record. By giving the group unrestricted access to all samples, orders, and customers through checkbox selection, members of this group can see all records, even if they are not individually selected in the corresponding record.
To delete a group, check the corresponding box.
Groups can be linked to access rights to facilitate employee management:LINK_TO_PAGE=57
Last change: 10.01.2025
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