People
Every People topic of the Zyntra OS user guide, step by step: Add your staff, Roles: what each person may do, Teams, Ask for access, and answer a request.
4 topics
- Add your staffEveryone who signs in to Zyntra is a staff member with an account. The Staff list shows everyone with an account and what they may do. Their place in the company (org unit, position, contract) is kept on their HR record.
- Roles: what each person may doA role is a set of permissions shared by everyone who holds it. Change the role, and everyone who holds it changes with it, at once.
- TeamsA team is a set of people who work together, across departments, with a manager. A goal can be set for a team.
- Ask for access, and answer a requestWhen someone opens a screen their role does not allow, they can ask for it on the spot. The request goes to a manager who can grant permissions. The list keeps who asked for what, who answered, and what was said.
The other parts of the guide
- Getting started
- Your companies
- Money set-up
- Look and feel
- Sales: from lead to paid
- Projects
- HR
- Contracts and subscriptions
- Expenses
- Purchase: from request to paid
- Inventory
- Fixed equipment
- Logistics
- Support
- Accounting
- Reach
- Flowmind
- More screens
- Real Estate
- Legal
- Repair
- E-commerce
- Concierge
- Call Center
- Contracting
- Clinic
- Garage
- Appointments
- Hotel

