Setup
Your team
The people workers hand things to, who decides what, and who can log in to CVW.
BehaviourSchedule and modesAccess and stop switchTeam and usersProducts and pricesChannels and connectionsAI assistants
| Person | Decides | Can log in as | Also | Edit |
|---|---|---|---|---|
Sam Ortega Sales manager | Prices below a worker's limit; credit and payment terms | Manager | Supervises all workers | |
Dana Whitfield Applications engineer | Whether a part will work in a customer's machine | Team member | On call this week | |
Erin Walsh Quality manager | Quality complaints and returns | Team member | ||
Luis Romero Production planning | Ship dates earlier than the catalogue lead time | Team member | ||
Kate Morris Order entry | Turns order requests into orders | Team member | ||
Chris Jackson Owner | Anything | Administrator | Can press the stop switch |
What each login can do
| Login | Can |
|---|---|
| Administrator | Everything on these setup screens, the stop switch, users |
| Manager | Decide requests, coach and supervise workers, accept lessons, switch workers on and off |
| Team member | Decide what is theirs, chat with workers, see their accounts |
| Viewer | See, but change nothing |
On call
Who gets urgent matters in automated mode.
This week · Dana Whitfield28 Sep to 4 Oct
Next week · Luis Romero5 to 11 Oct