Managing People

Managing People in the Settings Screen

In the settings screen, you can easily manage all the people in your company. Here's how to maximize the use of this functionality:

Registering People

When registering a new person, you can provide various essential details:

Photo: Add an image for easy identification.
Code: Create a unique code for the person.
Name: Enter the full name.
E-mail: Add the email address.
Phone: Provide the phone number.
Permission Groups: Define access groups.
Direct Leadership: Indicate the direct leader.
Profession: Specify the profession.
Demographic Attributes: Add relevant demographic information.

Group Assignment

You can assign the person to specific groups, determining the role they play in each. This facilitates the management of permissions and responsibilities.

For more details on permission group configuration and group roles, check out our article: Permission Configuration

Important Rules

- Name, code, and phone: These fields must be unique.
- Demographic attributes: Must be pre-registered in the system.

Person Classifications

People on the platform can have different classifications based on their status:

Guest: A person added and invited to join the platform.
Confirmed: A person who accepted the invitation, registered, and logged in.
Inactive: A temporary status used for vacations, medical leave, etc.
Deleted: When a professional leaves the company and their access is removed.

Data Anonymization

To ensure compliance with LGPD, it is possible to anonymize a professional's data. In this case, in addition to being deleted, the data is scrambled to protect privacy.

Updated on: 17/05/2024