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A well-planned allocation of roles and permissions increases your team's efficiency. Here you can find out how best to proceed depending on the size of your app.
Small and mid-sized apps (up to 100 team members)
- Create the accounts for your team members and for the team members of third parties (e.g. craft businesses) yourself.
- Give one or two team members the permission Companies | Manage team members so that they can create further accounts.
- Give your team members access to the entire app and the permissions that suit them.
- If you use automatic ticket routing, link the roles in Role management to the matching Issue management categories and assign them to the relevant properties.
Large apps (more than 100 team members)
- Import the accounts of your team members and of third parties via an ERP interface.
- Give one or more team members the permission Companies | Manage team members for individual branches or for the entire app. This way, they keep an overview of all team members in Cockpit and can identify and fix problems with permissions or assignments.
- Please note: data synchronized via the ERP interface (e.g. name, email address, permissions) is maintained in the ERP. Manual changes in Cockpit may be overwritten during the next synchronization.
- Configure the ERP interface so that team members receive permissions for all properties of their branch.
- If you want to use automatic ticket routing, link the roles to the matching Issue management categories.