by Petr Vevera | Jan 21, 2020 | Manual
Editing in Teamogy In current Teamogy’s version there are two ways how to activate edit mode on documents. First option is to activate the edit mode by the EDIT button. The second way is double-clicking. Double-click anywhere in the document to activate EDIT...
by Petr Vevera | Jan 20, 2020 | Onboarding
Kick off meeting 1. Introductory from Onboarding manager to Client Here is a sample of what the official mail looks like: Dear Mr. his name/Mrs. her name/Ms. her name I am XY, your Onboarding manager. I am looking forward to cooperating with you, I believe that we...
by Petr Vevera | Jan 20, 2020 | Onboarding
Taking over from the Sales representative Anyone who starts a new implementation must complete the following steps: 1. Decide who will onboard the company and create the Job. Deadline should be determined according to the date when the client is considering launching...
by Petr Vevera | Jan 16, 2020 | Manual
Groups Each Teamogy user belongs to certain groups. These groups affect what rights the user has in the system. What views he sees, what he can modify in them, what actions he can perform in the system, etc. So our groups are actually what determines rights in...
by Petr Vevera | Jan 16, 2020 | Setup Category
Job category activation Some Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job category. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb...
