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Employees and Partners



Как да добавя потребител с одиторски достъп за НАП

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Show only the active employees

                 Above your list of employees, near Delete button is checked Show inactive, remove it to see all your active employees!

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Safety induction sheets

            In the employees menu, search for submenu Safety induction sheets (Instructions for safety). For every employee you'll see fields to fill - Object - site briefing, Type work, From which to what date was conducted briefing, Type briefing, Signature instructed, Instructed - here specify whom ...

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How to write to all of my employees, users, providers and all ?

            On the left,  there is a vertical menu Messages and Chat, choose it. You will see a window with the names of your employees, consumers and others, click on Send chat - against each name. If you want to add to any or all ...

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How to transfer partners to my other account ?

           In Partners, you will see a  list with all your counterparties (suppliers, partners, etc.), choose those who want to Transfer (maybe more than one), click on Transfer (above the list of partners). Shows you a window with 3 fields to fill Account name - here you ...

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Add staff

                Here you can add a new employee in your organization. In the Name box, fill in the information in the required fields - the names of the employee, how many days will work in the week, from  the calendar select the date ...

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Add partners

          Select what you add, Customer or Supplier. Then fill in the information (Name of customer / supplier or company, Add a logo, address, phone, E-mail, payment terms, Personal data, etc.) to your new customer / supplier.

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How to make a reference for current earnings to an employee

           Information for current earnings per employee can be done in two ways.          1. After entering my-dox, go to Employees, where you have a list of people who work for you. Beside each name there is an arrow, click on it and you ...

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Add employee

Here you can add a new employee in your organization. n the Name box (1) enter the names of the employee. In the Workdays (2), enter the number of days that will operate the new employee. In the next field Date of filing (3) enter from the calendar that appears when clicking ...

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Add contragent

When selecting Add partner in any of those ways will be opened to the page where you can do it. Select what you add, Customer or Supplier (1). The information can be entered automatically by entering Vies Vat number company (2) from the field top right and do a search. (3) Or Fill ...

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How to add vendor?

The Vendor can be added by several ways. After logging into your Profile in My-dox, from the home screen on the top Menu, select Contractors (1). From the page that opens, a little above the right (above the Search box) select Add (2). From the window that appears, select Vendor (3). The same page will ...

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How do I set my Staff and Clients' permissions?

            Go to Users menu, after you see the list with the names of your employees and customers, click Change, located opposite the name of each user. In Category Rank has drop-down menu (Super Admin, Admin, Client, User), select and save.

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What happens when you delete a team member or Client?

  When a project, client, etc. is deleted, it does not exist in the system.

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