Managing People
People are the users attached with a specific role within an Organisation. Each user is part of an Organisational Unit and can be associated with different functions of that Organisational Unit. In People App, you can add People for four types of roles which are Customer User, Upstream Vendor User, Downstream Vendor User and Organisational User.
Customer User: A Customer is a business or an individual; you might issue an invoice to or sell a product to. Essentially, customers are where your income comes from.
Upstream Vendor User: Upstream Vendor User refers to the users associated with your Organisation that supply products to your Organisation.
Downstream Vendor User: Downstream Vendor User refers to the users to whom your Organisation supplies your products.
Organisational User: Organisational Users are internal users who are associated with different functions of an Organisational Unit.
Add People
To add 'People' to your account with Batoi, follow the steps as mentioned below.
- Currently, Tenant Admin can add People for all types of roles. But an Organisational User can add People for Customer User, Upstream Vendor User and Downstream Vendor User.
- An Organisational User can be added/ edited/ archived only by a Tenant Admin.
In the menu bar, click on the 'Sidebar Menu' icon. Then click on the 'Organisation & Users' menu and then click on the 'People' sub menu as shown in Figure 1.
Upon doing so, the list page for 'People' containing the details of all the 'People' those have been currently added for your Organisation will be displayed as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.
| Sl. No. | Name | Description |
|---|---|---|
| 1 | Add People |
Click to add people of different roles |
| 2 | Download |
Click to download the list of people |
| 3 | Filter |
Click to filter and view specific people |
| 4 | User Name |
The name of the added customer user |
| 5 | Email Address |
The email address of the added customer user |
| 6 | User Type (Organisation Name) |
The type of the user (customer/upstream vendor/downstream vendor/organisational user) with the organisation name under which the particular user is added |
| 7 | View User |
Click to view a user of a particular user type |
To add a 'Customer User', click on the '+' button as shown in Figure 3. Then click on 'Add a Customer User' from the fly-out menu.
To add an 'Upstream Vendor User', click on the '+' button as shown in Figure 4. Then click on 'Add an Upstream Vendor User' from the fly-out menu.
To add a 'Downstream Vendor User', click on the '+' button as shown in Figure 5. Then click on 'Add a Downstream Vendor User' from the fly-out menu.
To add an 'Organisational User', click on the '+' button as shown in Figure 6. Then click on 'Add an Organisational User' from the fly-out menu.
To add multiple People, click on the '+' button. Then click on 'Add Multiple People' from the fly-out menu as shown in Figure 7.
To import 'People' from Spreadsheet, click on 'Import People from Spreadsheet' link from the fly-out menu in the list page of 'People' as shown in Figure 8.
Upon doing so, the 'Import Users' pop-up window will appear as shown in Figure 9. Click on the 'Download Sample File' link to download the sample '.xlsx' file to your local system.
In the sample file, the first row should be the column headers. The next three rows from the file contain the sample data.
Once you have the necessary data in the Spreadsheet, you can choose the file by clicking the 'Choose File' button and import the file by clicking on the 'Import' button as shown in Figure 9.
View a Customer User
To view a particular 'Customer User', click on the 'View' button appearing against the said 'Customer User' on the list page for 'People' as shown in Figure 10.
View an Upstream Vendor User
To view a particular 'Upstream Vendor User', click on the 'View' button appearing against the said 'Upstream Vendor User' on the list page for 'People' as shown in Figure 11.
View a Downstream Vendor User
To view a particular 'Downstream Vendor User', click on the 'View' button appearing against the said 'Downstream Vendor User' on the list page for 'People' as shown in Figure 12.
View an Organisational User
To view a particular 'Organisational User', click on the 'View' button appearing against the said 'Organisational User' on the list page for 'People' as shown in Figure 13.
Download List of People
To download the complete list of 'People' added for your Organisation, click on the 'Download' button as shown in Figure 14.
Upon doing so, the 'Download People to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 15 in which a list of fields related to People will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of People otherwise click on the 'Cancel' button.
Filter List of People
To apply a filter to view selected records of users added for your Organisation, click on the 'Filter' button as shown in Figure 16.
Then enter the 'Fullname/Email' of the user and/or select a value from the 'Role' drop-down menu and click on the 'Filter' button in the 'Filter Staff' pop-up window as shown in Figure 17.
