Company and Employees
Adding Your Company Information
- The personal profile or company where you are an employee, based on your access permissions, is shown in the upper-left corner of the screen. Company information is configured on the “Company” tab in the top menu;
- On the “Company” tab, you can also change the Default Currency and Work Completion Certificate Settings for the company, add a legal entity and company details used to generate documents, and enter other legal entity information.
Setting Up Employee Access Permissions
- To make a user an employee of your company, grant them access to Work Packages (see “Collaborating on Work Packages”) or add them under “Company” > “Employees”;
- To add an employee to specific Work Packages, assign them as “Project Manager,” “Buyer,” and “Site Supervisor” on the relevant tabs of each Work Package. To add an employee to all Work Packages in your company, click “Add to all work packages” in the employee’s settings under “Company” > “Employees” > “Access settings”;
- If you are a company administrator and want to see all Work Packages created by your employees, open your account settings under “Company” > “Employees” and click “Add to all work packages as Project Manager.” Also enable “Assign as a Project Manager” under “For new projects / work packages”
- To grant access to your company’s corporate information (Libraries, the “Analytics” section, settings, Employees, etc.), enable the corresponding permissions in the Employee card;
- For quick access setup, use the preset roles under “Settings Preset” based on the employee’s position. The required permissions will be selected automatically, and you can then adjust them manually;
- Any user can be an employee of multiple companies. To switch between the profiles and Projects of these companies, click the company name in the upper-left corner of the screen next to the Smetter logo.
Frequently Asked Questions:
“We invited an employee to Smetter, but they can’t see the Work Packages”
1) Make sure you granted the employee access to the relevant Work Packages.
If they should see all Work Packages, open the employee’s access settings and click “Add employee to all existing Work Packages.” If the employee should only have access to specific Work Packages, open the Work Package and add the employee to the “Project Manager” field or the “Site Supervisor” and “Buyer” fields, depending on their position. The “Site Supervisor” field is on the “Works” tab, and the “Buyer” field is on the “Purchasing” tab.
2) Make sure the employee has selected your company workspace.
You can switch between your personal workspace and the company workspace in the upper-left corner of the screen, in the left menu header. After switching to your company, the employee will see the Work Packages you have granted them
access to.
“The employee does not have access to the company’s Libraries and Cost Rates”
1) Make sure you granted the employee access to the relevant Work Packages.
Open the employee’s access settings and grant them access to Libraries. Shared access to Libraries is not available on all plans.
2) Make sure the employee has selected your company workspace.
You can switch between your personal workspace and your company workspace in the left menu header. After switching to your company, the employee will see the Libraries you have granted them access to.
Result: your employees can collaborate, while each employee’s access to Work Packages and company information can be configured flexibly in the system.