Company management
Company management
Last updated: 2023.4.14
Company management is available only to employees with "admin" permission. Admins come in two types: super admin and admin.
User permission types
A super admin is the employee who first registered your company with CaasWorks and manages all of the company's permissions. An admin is an employee who was given permission by a super admin or an existing admin and carries out some of the super admin's permissions.
| Permission | Who | Role |
|---|---|---|
| Super admin | The employee who first registered your company with CaasWorks, or an employee to whom a super admin delegated the permission | All settings and management permissions |
| Admin | An employee given permission by a super admin or an existing admin | Some settings and management permissions |
| General user | An employee without permissions | Uses CaasWorks without management permissions |
Admin roles
Admins can carry out a range of tasks, including creating projects, assigning employees to projects, inviting and approving employees, and managing employees.
However, project assignment management (assigning employees to multiple projects at once) is available to super admins only.
| Category | Description |
|---|---|
| Project management | Create projects and assign employees to them |
| Create a project | Create a project by setting its basic information, process information, and more Create a project ➡️ |
| Assign employees | Assign employees to a project Assign employees to a project ➡️ |
| Remove employees | Remove employees taking part in a project Remove employees from a project ➡️ |
| Decide on company participation | Decide whether to take part in a project you were invited to Accept a company invitation ➡️ |
| Company management | Edit employee information, grant permissions, and invite and approve employees |
| Manage positions and teams/departments | Set the position names and team/department names your company uses Set up your company organization ➡️ |
| Manage employee information | Set employee information and permissions Manage employee information ➡️ |
| Project assignment management | Assign employees to and remove them from projects in bulk Project assignment management ➡️ |
| Invite employees | Invite employees to belong to the company Invite employees ➡️ |
| Approve employees | Handle requests to belong to the company Approve employees ➡️ |