En:Employees - Versionsgeschichte

Florian am 2. Oktober 2024 um 13:57 Uhr

2024-10-02T13:57:35Z

← Older revision		Revision as of 15:57, 2 October 2024
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	Note: [Click here https://youtu.be/89kzd5TvJjM?t=83 klicke hier] if you want to learn more about the employee login.		Note: [Click here https://youtu.be/89kzd5TvJjM?t=83 klicke hier] if you want to learn more about the employee login.

			=== Login Information ===
			After you have checked the employee box, you need to enter the "Login" and "Password" fields under "Contact Information." For example, if the login is "Paul," your customer number is "4432," and the password is "123," the employee can now log in using the following credentials at the usual login screen (directly on Winestro.cloud):

			Email: Paul#4432
			Password: 123
			'''Please do not use # symbols, single quotation marks ('), or umlauts when creating login or password credentials!'''

			=== Program Language ===
			You can also set a program language for each employee. By default, German is selected. If you want to allow employees to use Winestro.Cloud in a different language, you can specify that in this field. When the employee logs into their account, the program will automatically be displayed in the language you have selected.
			Note: The translation happens automatically and is not yet in its final version, so there may still be some translation errors in certain cases.

			=== Assigning Access Rights ===
			[[Datei:RechteMA.png\|miniatur\|400px\|Editing of Access Rights]]

			'''Note: Individual employee permissions are part of the Premium package.'''

			With Winestro.Cloud, you can assign individual access rights to each employee. This allows you to decide which areas of the program the respective employees are allowed to see. Any changes made will take effect upon the next login.

			The interface for editing these rights can be found under "Services - Employee Rights," provided you are using the appropriate version of Winestro.Cloud.

			For the "Customers" and "Orders" sections, you can also restrict access to data for customers from specific customer groups. This is especially useful if you work with agencies that should only have access to their own customers and no other data.

			== Application Areas for Employees ==

			=== Assigning Tasks and Orders ===

			You can assign orders/tasks from the ''Milestone and Task list'' and appointments to your employees. If you enter an email address for the employee, a daily summary of appointments with all necessary contact information will be sent to the employee every morning. This makes it easier to keep track of who has completed which tasks.

			=== Editing Articles ===
			If employees are responsible for managing articles, you can grant them the appropriate access.

			=== Auto Fields on Documents ===
			Employees can use the Auto Fields (name of employee) on invoice documents. In this case, the employee's name will be displayed as the contact person on the invoice.

			=== Logging Conversations ===
			Naturally, employees also make phone calls or hold other types of conversations with customers.

			If they are granted the appropriate access, employees can be added to conversation notes and log their conversations.

			=== Other Areas of Application ===

			As shown in the image on the right, access rights can be individually adjusted according to your needs and the tasks of the employees.

			== Multiple Clients ==
			[[Datei:Ansicht-Mitarbeiter-Agentur.png\|miniatur\|250px\|Example of program access as an agency]]
			Employees can also switch between clients in Connections if this is generally permitted, and the employee is set up identically in both clients (that is, in both accounts) using the same login credentials.

			Please note that access rights can/must be set individually for each client.

			== E-Mail Signatures for Employees ==
			[[Datei:SignaturMA.png\|250px\|miniatur\|Create signature]]

			Each employee can create their own email signature in Winestro. This way, the recipient immediately knows who their contact person is. You can easily create a new signature under ''Mail -> E-Mail''. On the left side (see image), you will find the email settings. To create a new signature, use the green button in the top left ("New Signature+"). In the first step, give the signature a name and save it. You can then edit the signature using the pencil icon or delete it using the trash can icon.

			In addition to the name, position, or address, you can also include your logo or a link to your website/social media channels in the signature. After editing, you must save the new signature using the green disk icon.

			From now on, you can select the signature when creating a new email from the dropdown menu ''Signature'', and it will automatically be included in your email.

			[[Datei:SignaturEinf.png\|250px\|miniatur\|Insert signature in an email]]

Florian am 2. Oktober 2024 um 13:38 Uhr

2024-10-02T13:38:55Z

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-{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;"  |
+{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;"  |
-|'''So finden Sie diese Seite:'''
+|'''So findest Du diese Seite:'''
 |-
-|[[Image:Kunden_big.png]]
+|[[Image:Kunde_icon.png]]
 |-
-|Customer
+|Kunde
 |-
-|New[+]
+|Neu[+]
 |}
-With Winestro.Cloud you can create an unlimited number of employees who work with the programme in your company. Access can also be useful to give a tax advisor or an agency access to the programme without having to hand over the main access data.
+== Creating Employees ==
-The advantages and functions available to you with specially created employees in the programme are described in more detail below.
+With Winestro.Cloud, you can create an unlimited number of employees who can work with your company using our software. Providing access can also be useful for giving a tax advisor or an agency access to the program without needing to hand over the main login credentials.
-[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG|miniatur|Create employee in customer file]]
+You can mark as many customers as you like as employees.
-== Create employee ==
+How many of them can access Winestro.Cloud at the same time depends on the access permissions included in your respective package. For example, if you have the Complete Package with two accesses and a third access is attempted, the person who has been logged in the longest will be logged out of the program.
-Here, any number of customers can be marked as employees.
+ Note: [https://youtu.be/89kzd5TvJjM?t=35 click here (YouTube-Video)]
-How many of them have access to Winestro.Cloud at the same time depends on the accesses included in the respective package. If, for example, you have the complete package with two accesses and a third access is made, then the person logged into the programme the longest will be logged out.
+== Employee-Specific Login==
-[[Datei:Mitarbeiter login.png|thumb|Set staff login]]
+ Note: [Click here https://youtu.be/89kzd5TvJjM?t=83 klicke hier] if you want to learn more about the employee login.

Luca am 19. September 2022 um 12:06 Uhr

2022-09-19T12:06:27Z

← Older revision		Revision as of 14:06, 19 September 2022
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	[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG\|miniatur\|~~Create_employee_in_customer_file~~]]		[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG\|miniatur\|Create employee in customer file]]

	== Create employee ==		== Create employee ==

Luca am 19. September 2022 um 12:06 Uhr

2022-09-19T12:06:09Z

← Older revision		Revision as of 14:06, 19 September 2022
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	\|}		\|}

	[[Datei:Ansicht-Mitarbeiter-Agentur.png\|miniatur\|~~Beispiel für Programmzugriff als Agentur~~]]		[[Datei:Ansicht-Mitarbeiter-Agentur.png\|miniatur\|Example of programme access as an agency]]

	With Winestro.Cloud you can create an unlimited number of employees who work with the programme in your company. Access can also be useful to give a tax advisor or an agency access to the programme without having to hand over the main access data.		With Winestro.Cloud you can create an unlimited number of employees who work with the programme in your company. Access can also be useful to give a tax advisor or an agency access to the programme without having to hand over the main access data.

Luca am 19. September 2022 um 12:03 Uhr

2022-09-19T12:03:52Z

← Older revision		Revision as of 14:03, 19 September 2022
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	\|[[Image:Kunden_big.png]]		\|[[Image:Kunden_big.png]]
	\|-		\|-
	\|~~Kunde~~		\|Customer
	\|-		\|-
	\|~~Neu~~[+]		\|New[+]
	\|}		\|}

Luca am 19. September 2022 um 12:02 Uhr

2022-09-19T12:02:54Z

← Older revision		Revision as of 14:02, 19 September 2022
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	[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG\|~~miniature~~\|Create_employee_in_customer_file]]		[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG\|miniatur\|Create_employee_in_customer_file]]

	== Create employee ==		== Create employee ==

Luca: /* Areas of application of employees */

2022-09-19T12:02:39Z

Areas of application of employees

← Older revision		Revision as of 14:02, 19 September 2022
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	This makes it easier for you to keep track of who has completed which work steps.		This makes it easier for you to keep track of who has completed which work steps.

	[[Datei:Mitarbeiter-Rechte.png\|~~miniature~~\|Edit access rights]]		[[Datei:Mitarbeiter-Rechte.png\|miniatur\|Edit access rights]]

	=== Editing articles ===		=== Editing articles ===

Luca am 19. September 2022 um 12:02 Uhr

2022-09-19T12:02:23Z

← Older revision		Revision as of 14:02, 19 September 2022
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	[[~~File~~:~~Create_employee_in_customer_file~~.PNG\|miniature\|Create_employee_in_customer_file]]		[[Datei:Mitarbeiter_in_Kundenakte_anlegen.PNG\|miniature\|Create_employee_in_customer_file]]

	== Create employee ==		== Create employee ==
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	How many of them have access to Winestro.Cloud at the same time depends on the accesses included in the respective package. If, for example, you have the complete package with two accesses and a third access is made, then the person logged into the programme the longest will be logged out.		How many of them have access to Winestro.Cloud at the same time depends on the accesses included in the respective package. If, for example, you have the complete package with two accesses and a third access is made, then the person logged into the programme the longest will be logged out.

	[[~~File~~:~~Staff~~ login.png\|thumb\|Set staff login]]		[[Datei:Mitarbeiter login.png\|thumb\|Set staff login]]

	== Own employee login==		== Own employee login==
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	This makes it easier for you to keep track of who has completed which work steps.		This makes it easier for you to keep track of who has completed which work steps.

	[[~~File~~:~~Employee~~-~~rights~~.png\|miniature\|Edit access rights]]		[[Datei:Mitarbeiter-Rechte.png\|miniature\|Edit access rights]]

	=== Editing articles ===		=== Editing articles ===

Luca: Die Seite wurde neu angelegt: „{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:Kunden_big.png |- |Kunde |- |Neu[+] |} Beispiel für Programmzugriff als Agentur With Winestro.Cloud you can create an unlimited number of employees who work with the programme in…“

2022-09-19T12:00:52Z

Die Seite wurde neu angelegt: „{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:Kunden_big.png |- |Kunde |- |Neu[+] |} miniatur|Beispiel für Programmzugriff als Agentur With Winestro.Cloud you can create an unlimited number of employees who work with the programme in…“

New page

{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
|-
|[[Image:Kunden_big.png]]
|-
|Kunde
|-
|Neu[+]
|}

[[Datei:Ansicht-Mitarbeiter-Agentur.png|miniatur|Beispiel für Programmzugriff als Agentur]]

With Winestro.Cloud you can create an unlimited number of employees who work with the programme in your company. Access can also be useful to give a tax advisor or an agency access to the programme without having to hand over the main access data.

The advantages and functions available to you with specially created employees in the programme are described in more detail below.

[[File:Create_employee_in_customer_file.PNG|miniature|Create_employee_in_customer_file]]

== Create employee ==
To create a new employee, simply create a new customer and activate the checkbox '''Employee''' in the customer processing mask under "Role".

Here, any number of customers can be marked as employees.

How many of them have access to Winestro.Cloud at the same time depends on the accesses included in the respective package. If, for example, you have the complete package with two accesses and a third access is made, then the person logged into the programme the longest will be logged out.

[[File:Staff login.png|thumb|Set staff login]]

== Own employee login==
Your employees can log in to Winestro.Cloud and use the programme without knowing your master password. Employees themselves have no possibility to change your master password or to create new employees. This ensures that an employee can no longer access the programme after leaving your company. To deactivate an employee, simply remove the corresponding check mark in the customer processing mask and save the setting.

=== Login data ===
After you have checked the employee box, the fields "Login" and "Password" have to be entered under "Contact data". Assuming the login is "Paul", your customer number "567" and the password "123" the employee can now log in with the following data in the usual login field (directly on Winestro.cloud):

E-mail:Paul#4432
Password: 123

Please do not use # signs and '- signs in the login and password
and no '-characters (simple quotation marks) as well as no
umlauts!

== Assigning access rights==

Note: The individual employee authorisation
is part of the premium package.

With Winestro.Cloud you can give all employees individual access rights. In this way, you can decide which programme areas the respective employees are allowed to see. - The changes made are then active at the next login.

You will find the mask for editing these rights under ''Services - Employee rights'', provided you are using the corresponding version of Winestro.Cloud.

In the areas of customers and orders, you can also restrict access to the data of customers from certain customer groups. This is particularly important if, for example, you work with agencies that should only have access to their customers and should not have any other access options.

== Areas of application of employees ==

=== Assigning tasks and orders ===

You can assign [[Edit order|orders]], tasks from the [[Milestone and task list|Milestone system]] and appointments to your created employees.
If you enter an e-mail address for the employee, an appointment overview with all necessary contact data is automatically sent to the employee every morning.
This makes it easier for you to keep track of who has completed which work steps.

[[File:Employee-rights.png|miniature|Edit access rights]]

=== Editing articles ===

If staff members are involved in article maintenance, they can be granted the appropriate access. How to create and maintain new articles can be found under [[Article overview|Article overview]] and [[Create a new article|new article]].

=== Auto fields on documents ===
Employees can use the [[autofield|autofield]] on documents for invoices. [name employee].
In this case, the name of the respective employee is printed on the invoice as the contact person.

=== Blow work and cellar book ===
Employees are also used as a component in the [[beat entry]] and [[article overview|cellar bookkeeping]].

=== Logging conversations ===

Of course, staff members also make telephone calls or have other conversations with customers.

If they are given the appropriate access, employees can be added to the call notes and thus log their calls. You can find out more about how conversations are logged under [[Customer Index Card|Customer Index Card]]. - Conversation Notes.

=== Other areas of application ===

As you can see in the illustration on the right, the access rights can be adjusted individually, according to your needs and the tasks of the employees.

These are then no longer different from the other uses, which can be found in our [[Function overview|Wiki]].