Episódio 5 - Colaboradores

How to Register Collaborators in Your Application

Introduction to Collaborator Registration

• The video introduces the process of registering collaborators within the application, emphasizing its importance for operational functionality.

• Two methods for registering collaborators are outlined: mass importation and manual entry.

Manual Registration Process

• To manually register a collaborator, navigate to the main menu and select "Collaborators" twice.

• A blue button labeled "New" is located at the bottom right corner of the screen; this initiates the registration process.

Key Fields in Registration

• An activation key must be maintained active for assigning tasks to new team members; filling out mandatory fields is essential for completion.

• The name field is mandatory and must avoid duplicates to ensure proper task identification; a unique username is also required.

Password Creation Options

• Users can either set a standard password for all collaborators or generate one automatically through the system, which requires an email address for sending credentials.

• Password requirements include a minimum of six characters with differentiation between uppercase and lowercase letters.

Language and Time Zone Settings

• Users can select from five available languages (Portuguese, Spanish, English, French, German), along with defining their time zone for accurate reporting.

Access Profiles and Regional Assignments

• Access profiles should be selected from a dropdown list based on desired permissions; regional assignments are linked to previously registered locations.

• Associating collaborators with specific regions simplifies management by allowing visibility into activities tied to each location.

Mobile Access Considerations

• Enabling mobile access consumes one license; it’s crucial that both mobile access and field team status are activated before finalizing registration.

Hierarchical Relationships in Teams

• If hierarchy is defined within teams, it's possible to link new collaborators with supervisors or higher-level roles during registration.

Optional Information Fields

• Additional optional fields such as address details support geolocation functions necessary for tracking routes from home addresses to work sites.

Finalizing Registration

• After entering all required information including admission date, click on the blue "Hire" button to complete registration.

Mass Importing Collaborators

Import Process Overview

• For large operations, importing multiple users simultaneously is facilitated through an initial screen where users can find an "Import" option at the bottom left corner.

Template Usage

• A template will be provided upon clicking import; it includes all mandatory and optional fields needed for successful data entry.

Data Entry Requirements

Importing Records and Monitoring Team Activities

Activating Monitoring Functions

• The system allows for the activation of monitoring functions for team routes, ensuring that managers can track their teams effectively.

• Users are encouraged to activate flags to send login credentials via email to employees, facilitating easier access to their accounts.

• A progress bar will appear during the import process, indicating the status of the operation as it loads on the screen.

Import Completion and Error Handling

• Once the import reaches 100%, it is confirmed as successfully completed; however, any errors in information will be flagged by the system.

• Users can check the status of their imports through a results screen, which provides insights into any issues encountered during the process.