RedTeam 12. Employee Profile

Question 1

Wiki: People: Manage Employee Profile.

What can you do in the MANAGE EMPLOYEE PROFILE section?

Answer 1

1. Add a New Employee (RedTeam User)
2. Edit an Employee Profile
3. Deactivate an Employee Profile
4. Upload a Photo to Profile
5. Manage User Access to Workorders: Customer Facilities vs. Team Members

Question 2

Why add an employee to RedTeam?

Answer 2

It is important that your employees and members of your team have access to RedTeam for updates and communication. A RedTeam account will allow you to communicate, participate, and approve of activities in RedTeam. It will also allow you to keep up-to-date credentials and fill out timesheets.

Example: Set up RedTeam accounts for your employees and assign roles such as Project Coordinator, Project Manager, and Operations Manager. These users can now log into RedTeam and instantly share and collaborate on a range of information, from plans and specs to daily progress reports

Question 3

What can you do in the Manage User Access to Workorders: Customer Facilities vs. Team Members section?

Answer 3

In RedTeam, access to see specific Workorders (projects) is managed on the user level. Admins have the ability to grant or revoke access to specific projects based on the Customer Facility. Adding a user to a Workorder Team does not ensure the user has access to see the Workorder.

Question 4

What is a CUSTOMER FACITLY?

Answer 4

After a Customer (owner) entity has been added to RedTeam , you can create distinct Facilities for each Customer. Facilities are used to distinguish departments, divisions, or project locations specified by the Customer. You have the ability to set specific negotiated rates with your Customer per Facility.

When a new Customer is created in RedTeam, a default Facility of the same name is automatically created as well. Often, the majority of projects you perform for any given Customer will be associated with the default Facility. Typically, new Facilities will be created for the Customer when you have specific negotiated rates for a certain project.

Facilities can also be used to manage certain users’ access to certain projects. Because their ability to see a Workorder depends entirely on their access to the Customer Facility, you may want to create distinct Facilities in order to assign a user access to some, but not all, projects for a Customer.

Question 5

How does a TEAM MEMBER differ from a CUSTOMER FACITLITY?

Answer 5

Every Workorder (project) in RedTeam has a Team list, which is managed both manually and automatically. The Team is split into groups: Service Providers (your company’s employees), Customers (owner contacts), Third Parties (architects, engineers, etc.), Vendors (subcontractors and material suppliers), and Other (anyone else working on the project).

Question 6

What is the AUTOGENERATE setting?

Answer 6

Users with the setting “Autogenerate” for their role will be added to the Workorder Team automatically. If you would like certain users to be added to all new Workorder Teams (they can always be hidden from the Team manually later on), you can assign this setting to the user’s role (search the Wiki for “autogenerate”).

Being a Service Provider Team Member allows a user to be listed as the Author on Dialog documents (RFIs, letters, etc.) and Progress Reports. Being a Team Member does not control whether or not a user can see a Workorder. Users can be Team Members and still not be able to search or see a Workorder, because the user does not have access to the Customer Facility.