Adding staff to your agent organisation

What your colleagues will see

Everyone in your organisation sees only your organisation and the work you do for the buying company:

• Procurement: the Purchase Orders the buying company's organisations send you, one for each of your suppliers, with the deposits you pay on them, the Stock Deliveries you ship back, your Suppliers and your supplier Inbox. Managers also see the procurement Settings.
• HR, for managers only: your own people.
• Tickets, to ask the buying company's help desk for help.

Nobody in your organisation can see the buying company's shops, customers or accounts, or other agents.

Adding a colleague

Open HR → Employees and press Create Employee. The form is one page; the parts that matter for you are:

• Employment: a worker number and an alias, both unique within your organisation (first names are fine), and the state Working.
• Job → Position: under Agent, choose what the person may do. Clerk is for someone who works purchase orders, deposits and deliveries. Manager can do all of that and also add and remove colleagues in HR. The Organisation Administrator position is not offered to you: it stays with the buying company.
• User credentials: leave this empty for someone who does not need to log in. Fill in a username and a password and they can sign in immediately; aiku asks them to pick their own password on first entry.

Save, and pass the username and starting password on to them.

Changing what someone may do

Open the employee from HR → Employees, press Edit and change their Position. The change applies the next time they load a page.

When someone leaves

Open their employee record, press Edit and change the state to Left. aiku writes down the day they left and takes their login away at the same moment.

If a colleague forgets their password, you cannot reset it yourself: raise a ticket from Tickets → New ticket (see asking the help desk for help) and the buying company's help desk sets a new one.