Content
- Introduction
- Guide in Cockpit
- Information in the Help Center
- Required permissions
- Functions of company management
- Benefits of company management
- Example of using company management
Introduction
Company management in the Allthings Cockpit allows you to efficiently organize your company, manage team members, and assign specific permissions. Through this central control, you can ensure that all parties have access to the relevant functions and data according to their role.
Guide in Cockpit
Via the Assistant in the Cockpit, a guide is available to you that familiarizes you with all possible settings and leads you through the various functions. You can either start the guide via the Assistant in the Cockpit or, if you are already logged in to the Cockpit, via this link.
Information in the Help Center
A detailed description of all functions of company management can be found in the following articles in the Help Center:
- Company | Functions
- Company | Team Admin permission
- Company | Manage team members and permissions
- Company | Overview of all permissions
- Company | Create, manage, and assign responsible persons
- Issue management | Automatic ticket forwarding and role management
- Issue management | Pre-formulated text blocks
Required permissions
To access company management and make changes, you need the "Company Admin" or "Team Admin" permission. Note, however, that certain sub-views and settings require separate permissions. An overview of which permission is required for which function in the company settings can be found here. An overview of all permissions can be found here.
Functions of company management
- Manage company information: Adjust basic information about your company, e.g., name, address, contact details, or logo.
- Manage team members: Add new team members, edit their information, and remove inactive members.
- Assign permissions: Assign specific permissions to ensure that each team member has access to the necessary functions according to their role.
- Define responsible persons: Define which team members are responsible for certain areas or tasks to ensure a clear structure of responsibilities.
- Further settings for the Cockpit or company
Benefits of company management
- Central control: Manage all company-related settings and team members in one central location.
- Flexibility: Flexibly adapt permissions and roles to the changing requirements of your company.
- Transparency: Keep an overview of the responsibilities and access rights within your team.
Example of using company management
Situation: A new team member joins your company and needs access to certain functions in the Cockpit.
Step 1 – Adding the team member:
- Navigate to company management in the Cockpit.
- Add the new team member by entering the required information.
Step 2 – Assigning permissions:
- Assign the appropriate permissions to the new team member based on their role and area of responsibility.
Step 3 – Defining responsibilities:
- Define which team members are responsible for which areas or tasks to create a clear structure of responsibilities.
Through this structured approach, you ensure that new team members are integrated efficiently and have the necessary permissions to successfully perform their tasks.