Episódio 4 - Perfis de Acesso
Introduction to Access Profiles in the System
Overview of Access Profiles
- The video introduces Patricia Gomes, who discusses the segmentation of access profiles within a system designed for managing employee interactions and data.
- It highlights how access profiles are crucial for allowing employees to register information and visualize it through specific keys or colors.
Accessing Profile Segmentation
- Users can find the segmentation area by navigating to the main menu and selecting "Collaborators," then choosing "Access Profiles."
- Pre-existing profiles such as promoter, supervisor, and project island are available as common examples, which can be edited based on organizational needs.
Creating New Access Profiles
Steps to Create a Profile
- Users can create new profiles from scratch or select from existing templates; this includes using standard models or creating from an existing group.
- When creating a profile, it's essential to activate it so that it can be linked with collaborators for task assignments in the field.
Customization Options
- Users must input nomenclature for easy identification later and set a hierarchy level between 1 and 9, where higher numbers allow more permissions.
- Communication limitations can be established per profile, controlling chat access among different levels of hierarchy.
Monitoring Permissions and Customization
Monitoring Capabilities
- Certain profiles may have monitoring capabilities that allow them to view productivity reports and team statuses (online/offline).
- Features include tracking check-ins via GPS and other relevant metrics related to field operations.
Customizing User Experience
- The customization of screen views is possible through permission settings tailored for web applications versus mobile devices.
- This section emphasizes enabling features like photo uploads during check-ins or allowing back-office personnel to edit product data.
Conclusion on Implementing Access Profiles
Importance of Access Profiles
- Establishing proper access profiles is critical as they are mandatory when including new collaborators into the system.