Personnel
Creating a general user (access for multiple employees via one user)
Similar questions: Is it possible to create one general user that will be use by multiple employees? How to give an access to CONFORMiT for those that don’t have work emails? General User’s account or Common User is most often requested when it is ...
Exporting the list of Personnel to CSV file
Similar questions: How to export the list of personnel? In module in the upper right corner above the list of personnel click onThis exports the file in CSV format. Certain additional settings might be necessary to convert the exported information ...
Editing user details or deactivating a user
Similar questions: How to change user’s email in the system? How to remove the link between user an a person from the list of personnel? How to add or change user’s role in the system? In order to add users or modify users details in CONFORMiT ...
How to add a person to the list of personnel while creating a new user?
How to add a person to the list of personnel while creating a new user? Similar questions: How to add a person to the list of personnel without having to go from Users to Personnel? In order to add or modify users or list of personnel in CONFORMiT ...
How to add or delete a person from the list of Personnel?
Similar questions: How to add a crew member in Organization? · From the home page or from the “metro” button menu go to · Click on the button above the list of employees and start filling up the information in a window that opens: name, birth date, ...
How to add a Work task and link it with Position?
Similar questions: How to add Linked tasks to the drop-down list when creating Position? To add a new Position, go to and select Organization and Work tasks in the Settings menu By selecting we open a window to describe a new work task As it’s added ...
How to add a Position for the list of personnel?
Similar questions: How to create a new position? Personnel positions are being selected from the drop-down list when adding a new person. Personnel members may be added as “involved person” within Event declaration since it is not necessarily that ...