Users and Organization

In the "Users and Organizations" section, you can set the division of the organization according to the hierarchy, as well as individual users and their rights.

Organisation units

The organisation units are set up in 4 levels. The highest business unit is Headquarters, which is exactly one in a given tenant. It is possible to classify organizational units hierarchically under the headquarters at three levels. The structure of the hierarchy is chosen by the leasing company, so the setup can be used in different ways.

For example:

• Headquarters

• Affiliates

• Dealers

• Dealer Locations

Organizational units are the first choice in the MENU in the Users and Organizations section.

Establishment of the headquarters 

Headquarters is the highest-ranking business unit that is exactly one in a given tenant. If there is no record in the Organizational Units section yet (i.e. when the application is first launched), then via the "Add New" option on the overview of organizational units, the user will create the Headquarters.

A window will be displayed for the user to enter basic information about the headquarters.

Field:

• Title

  • Required field

  • The user enters the name of the headquarters

• Reg. No.

  • Required field

  • The user enters the identification number of the headquarters

• Street

  • The user can enter the street including the number of the headquarters

• Town

  • The user can specify the city of the headquarters headquarters

• POSTCODE

  • The user can enter the post code of the headquarters headquarters

• Upload a logo

  • Through this function, it is possible to upload the logo of the headquarters, which will then be displayed on the left side of the calculator for users assigned directly under the headquarters and are logged in to this tenant

After entering all the data, the user confirms the data via the "Save edits" button at the bottom of the page. If he does not press this button and moves to another section, then the system will not create the control panel.

Creation of other levels of organisation units

After the establishment of the headquarters, it is possible to create additional levels of organizational units, which are 3.

Creating a new organizational unit below level 1, 2, or 3 is done in the same way as creating a headquarters (the condition is that the headquarters has already been created), i.e. via the "add new" option from the list of organizational units.

A window is displayed for the user to enter basic data and select the organisation unit level.

Field:

• Title

  • Required field

  • The user enters the name of the organisation unit

• Reg. No.

  • Required field

  • The user enters the identification number of the organisation unit

• Street

  • The user can enter the street address including the number of the organizational unit

• Town

  • The user can specify the city of the business unit headquarters

• POSTCODE

  • The user can enter the postal code of the business unit's headquarters

• Organisation unit level

  • The user chooses one of the following options:

    • Tier 1

      • Each organizational unit assigned to this level automatically belongs to the Central Office and cannot be changed in any way

    • Tier 2

      • Each organizational unit included in this level belongs to an organizational unit from the 1st level

    • Tier 3

      • Each organizational unit included in this level belongs to an organizational unit from the 2nd level

• Parent Business Unit

  • The user is presented with a list of organisation units depending on the previous level selection. If he chose:

    • Tier 1

      • Then the application will only offer the central office

      • The user must select it, otherwise the record cannot be saved

    • Tier 2

      • Then it offers organisation units from the 1st level and the user has to select, otherwise it is not possible to save the record

    • Tier 3

      • Then it offers organisation units from the 2nd level and the user has to select, otherwise the record cannot be saved

• Upload a logo

  • Through this function, it is possible to upload the logo of the organizational unit, which will then be displayed on the left side of the calculator for users assigned directly to this organizational unit and are logged in to this tenant

After entering all the data, the user confirms the data via the "Save edits" button at the bottom of the page. If he does not press this button and moves to another section, then the system will not create the control panel.

Modifying/Deleting Headquarters and Organizational Units

If a user needs to make a change in an organisation unit, then it is possible via the organisation unit overview, which can be filtered via Name or Level.

After searching for the desired organisation unit, the user uses the "Edit" button on the right side of the record.

Headquarters:

Within the "Headquarters" level, it is possible to make any modifications to the basic data, but it is not possible to leave the Name and ID number fields empty. After editing the recording, you must use the "Save Edits" button, otherwise the changes will not be saved.

For example, if a user uses the "Back to overview" option, then they will return to the report without any changes to that record.

The Delete option can only be used until at least one Level 1 Organisation Unit has been created or at least one user under the headquarters has been specified.

Other organisation unit levels:

Within the other levels of organizational units, it is also possible to make any modifications to the basic data, but it is not possible to leave the Name and ID number fields empty. In addition, the organizational unit level can be changed according to the following rules:

• A change to a lower level is possible from levels 1 and 2 if child organisation units are not linked to the organisation unit. Subsequently, it is necessary to select a new parent organisation unit

• A change to a higher level is possible from levels 2 and 3 if there are no subordinate organisation units linked to the organisation unit. Subsequently, it is necessary to select a new parent organisation unit

After editing the recording, you must use the "Save Edits" button, otherwise the changes will not be saved.

For example, if a user uses the "Back to overview" option, then they will return to the report without any changes to that record.

The Delete option can be used only until at least one subordinate organisation unit is created (a lower-level organisation unit is linked to it) or at least one user under this organisation unit is entered.

Role management

Another setting that is used to define permissions for users is Role Management. Any number of permission types can be created using the "Role Management" functionality. In each role, the permissions that the role has are defined.

Rights work in such a way that what is not included in another rule in a given area is allowed by that rule. E.g.:

• The user, who has the "Create calculation" right, can create a calculation, save, look at the detail, export the offer to PDF, etc. However, it cannot export the Calculation List. This right is defined separately.

Creating a Role

A new role can be created from the list of roles using the "Add role" button.

A tab opens for you to enter a new role.

Field:

• Title

  • Required field

  • The user enters the name of the organisation unit

• Select rights

  • Required field

  • This is a list of rights

  • By selecting one by one, the user enters the permissions that the role will have. When you select a right, the right disappears from the list

  • Administrative rights:

    • Manage users and organizations

    • Manage products and services

    • Insurance Administration

    • Commissions Management

    • Vehicle Catalogue Management

      • In case of synchronization from an external source, only ReadOnly in the administration has access

    • General Settings

  • Calculator rights

    • Creating a Calculation

      • Comprises:

        • Creating a Calculation

        • Access to calculation and edit history

        • Access to calculation templates, edit and create calculations from templates

        • Entering Calculation Actions

    • Creating an event

      • Comprises:

        • Possibility to save the calculation as a central action

    • Managing Calculations in an Assigned Business Unit

      • Comprises:

        • In the calculation history, the "Show all" toggle is displayed, which means that the user can see all calculations from the organization unit to which he is assigned under this option

    • Managing calculations in a hierarchical subtree

      • Comprises:

        • In the calculation history, the "Show all" switch is displayed, which means that the user can see all calculations from the organizational unit to which he is assigned, but also from the Child organisation units

    • Export Calculation List

      • Comprises:

        • In the calculation detail, you can find the "Export Calculation Sheet" button

    • Editing Dealer Commission

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can edit dealer commission

    • Importer Commission View

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can see Importer's Cost Commission

    • Multi-export of calculations

      • Comprises:

        • In the calculation history, it is possible to export multiple calculations to Excel

    • Editing Margin in Calculation

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can edit Interest margin

    • Calculation in-house

      • Comprises:

        • The user can manually edit Residual Value and Maintenance

    • Editing tire service prices

      • Comprises:

        • The user can manually edit Tire service price without VAT in the calculation

    • Editing the administrative fee

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can edit Administration Fee

    • Editing Brokerage Commission

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can edit Mediation subsidy

    • Manage all calculations

      • Comprises:

        • In the calculation history, the "Show all" toggle is displayed, which means that the user can see all calculations under this option

    • Importer subsidy display

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can see import subsidy

    • Editing the import subsidy

      • Comprises:

        • The User is shown the Commission section in the calculation, where he can edit import subsidy

After entering all the data, the user confirms the data via the "Add roles" button at the bottom of the page. If he does not press this button and goes to another section, then the system will not create the role.

Modifying/Deleting a Role

If a user needs to make a change in a role, then it is possible through the role overview, which can be filtered via Name.

After editing the record, it is necessary to use the "Edit Role" button, otherwise the changes will not be saved.

For example, if a user uses the "Back to overview" option, then they will return to the report without any changes to that record.

It is possible to delete a record directly from the role overview using the "Delete" option.

User management

With the help of User Management, it is necessary to create all users who should have access to the administration environment as well as the calculator.

Creating a user

It is possible to create a new user from the "User Management" overview using the "Add User" button, while it is not possible to create a user with the same e-mail address in User Management more than once.

A tab for entering a new user will open.

Field:

• Name

  • Required field

  • A user enters the name of a new user

• Surname

  • Required field

  • The user enters the last name of the new user

• Email

  • Required field

  • The user enters the email of the new user, to which they will receive an invitation and will log in using them

• Organization

  • Required field

  • User selects the organization to which the new user belongs

• Role

  • Required field

  • A user assigns a role to a new user. The role determines the rights that the user will have

It is possible to add another user and then send an invitation to all of them together using the bottom bar "Send XY invitations". XY indicates the number of invitations to send, i.e. the number of users we want to add.

After the invitation is sent, a new user marked as "invited" will appear in the user overview. The user has received an e-mail where they need to open the link "Click here to active your account", and a window will appear for entering the Login name (e-mail) and password, which must be at least 8 characters long. As soon as a user enters data, they become Active in the user overview.

If the user does not respond to the invitation for a longer period of time, then it is possible to send it again or cancel the invitation, using the Actions option in the user overview for the user.

In case it is necessary to create users in different companies, then there is a special procedure for this action:

• The user is created in the first company and an invitation is sent to him

• A user from an email from the first company opens a link where they create a password

• In the first company, the user becomes active

• The user is created in the other company and is sent an invitation

• In the first company, the user is deactivated

• A user from an email from the other company opens a link where they create a password

• In that company, the user becomes active

• In the first company, the user is reactivated

Edit a user

If a user needs to make a change, then it is possible either by double-clicking on the user or via the "Edit" button. The user card opens.

It is possible to change anything on the card, except for E-mail. You can use the Deactivate option to deny access to a given active user. If it is reactivated, then the user logs in with the same credentials as before deactivation.

Active user login

When logging in to the calculator, the user is shown a dialog box where they enter their login name and password. If this user is created in one company, he is directly logged in to this company. However, if it is based in multiple tenants, it is presented with a window to select a specific company.

Reset your password

In case of loss/forgotten password, there is an option to use a link to the forgotten password on the login page. It is necessary to enter the user's email to which the password reset link will be sent.

Constraint management

With Constraint Management, you can define tag restrictions for individual users or entire organizations that they can use in the calculation. If a restriction is defined on an organization, then all users assigned to that organization are restricted by that tag. By default, neither organizations nor users have any restrictions on tags, i.e. if an organizational unit or user does not exist in the list of restrictions, then they have the right to use all tags in the calculation.

Creating a Constraint

A new restriction can be created by default from the "Constraint Management" overview using the "Add restriction" button.

A tab opens for you to enter a new restriction.

Field:

• User

  • By default, the field is checked

  • The field remains checked if there is a need to set a restriction for a specific user

  • When the field is checked, the Enterprise field is automatically torn off

• Organization

  • By default, the field is unchecked

  • The field will be checked if there is a need to set restrictions for the entire organisation unit.

  • When the field is checked, the User field is automatically torn off

• Select a user

  • If the User field is checked, then this field is displayed and a specific user must be selected

• Select an organization

  • If the Enterprise field is checked, then this field is displayed and a specific organization must be selected

• Select Brands

  • Required field

  • The user selects the tags that the user/organization is restricted by.

  • It is possible to select multiple brands one at a time

  • Only selected symbols in the calculator are displayed to the user/organisation unit

Modifying/Removing Restrictions

From the Restriction Management overview, you can remove the desired restriction using the Delete button. If a user needs to edit a restriction for a user/organization, then it is possible either by double-clicking on the record in the Restriction Management overview or via the "Edit" button. The restrictions tab opens.

Only the selection of tags can be changed on the tab.