Team structure: employees and subcontractors

On Cadulis, field operators or managers only need a single user account to access all their activities. To achieve this, each user must be granted the appropriate visibility level, through business units and user roles within each of them.

Roles

Roles within a business unit can be:

• Administrator: Manages user associations and links between business units, configures the business unit
• Technical Administrator: Can configure activity types, triggers, skills, items, etc.
• Supervisor: Schedules and manages activity closures
• Purchasing Financial Supervisor: Can view financial information related to purchase prices
• Sales Financial Supervisor: Can view financial information related to sales prices
• Call Center Supervisor: Schedules and manages call closures
• Technician: Closes interventions assigned to them
• Team Leader: If field operators enable team leader delegation, the team leader can view schedules and close interventions assigned to their team.
• Call Center Agent: Closes calls assigned to them.

Business Units

A user can be linked to several business units, and will have visibility over both entities according to their role. In this case, there is no direct link between the companies. In more complex scenarios, you may need to create a network of business units. The permissions granted from one to another allow you to share information visibility without having to assign each user to every business unit.

There are several types of connections from your business unit. This chapter covers the links between multiple business units within Cadulis. To connect to external systems—yours, your clients’, or subcontractors’—please refer to the “webservices” chapter.

This access specifically allows you to configure links between business units within the same company, for example, several teams connected to a parent company. As a business unit administrator, you can request to link your BU to another business unit in Cadulis (always using its association code). The association code is unnecessary if you administer both business units: a dropdown list will be provided instead. This allows you to share (or not) a certain amount of information, in a parent-child relationship (your business unit becomes the parent business unit). By activating this link, you make the selected information available to users of this business unit. To access information from another business unit, that unit must enable information sharing towards your business unit.

Skills / Equipment

Equipment refers to non-consumable hardware held by your field operators, which may be required for specific activities.

Adding skills/equipment: Settings > business unit > skills. You simply need to choose a name for your skills. For each activity, you can define the required level (between 0 and 10). This requirement can be blocking, meaning no intervention or call will be assigned to the user if their skill level is below the defined threshold. Alternatively, if the skill is non-blocking, a user without the required level will be deprioritized when proposing time slots and during automatic assignment for interventions, as well as for organizing call queues. By following the menu Settings > businessUnit > users, you can modify the skills of linked users. Skills are thus defined for each user within each business unit.