Aptien Organizers: Think of Them as Digital Binders or Inventories
Organizers in Aptien are like digital binders or inventories where you can store and manage important information. For example, you can have an Organizer for Companies, an Organizer for Contracts, an Organizer for Assets, and more. Each Organizer is designed to store specific types of information, and employees only have access to the Organizers relevant to their role.
- Just like physical binders or inventories, each Organizer helps you keep track of a particular set of data. Inside each one, information is saved as records, making it easy to manage and find when you need it.
- You can view your Organizers as colored tabs at the top of your screen, allowing you to quickly access and manage the right information.
What Organizers Can You Use?
- In Aptien, organizers are like "tabs in Excel," they are not "modules" that you would pay for.
- You use the Organizers you need for your work.
- You can either use a template from the prepared library, or create a your own organizer according to your own ideas and business needs.
Which Organizers Can You See?
- The range of Organizers you can see depend on the role you’re signed into.
- Each user may see a different list of organizers which is based on their job position.
- Users also have different permissions within those organizers, from simply viewing the data (read-only), to modifying the data, and even deleting information and records
- The scope of permissions is set centrally by the system administrator.
- This means that the company administrator determines who has access to what, and can therefore prevent a person in a certain role from deleting information from a record, for example.
- Based on the permissions of the role, users can either only view information in the records, or they can change, modify, or even delete information. What information users see in the records and what they can do is set by the administrator.