Adding staff to your agent organisation
What your colleagues will see
Everyone in your organisation sees the same aiku as you, narrowed by their position: the Procurement menu with the supplier purchase orders, stock deliveries and the shopping list board, and, for administrators, the HR menu. Nobody in your organisation can see the buying company's shops or customers, 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: choose what the person may do. Buyer is enough for someone who works purchase orders and deliveries. Give Organisation Administrator only to people who should be able to add and remove colleagues, because it grants everything in the organisation.
- 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. Then open their user from the employee's page, press Edit and switch off Can login. Changing the state alone keeps the door open.