Many Bitrix24 tools work based on the company structure. For example, only managers can see the reports of their subordinates and the time they have worked for a certain period.
You can configure access permissions for employees to see only the information they need.
This article contains information about:
- Company structure and access permissions
- Company structure and work reports
- Company structure and tasks
- Company structure and feed
- Company structure and workgroups/projects
Company structure and access permissions
The company structure can be used to distribute rights within Bitrix24. Correct distribution of employees by departments will allow you to configure access permissions faster and easier.
Many sections have already preconfigured roles. Let’s consider how the company structure can help us configure access permissions on the Marketing department example.
If you have a lot of departments, you can select the My Company: Supervisors group and then all supervisors will have the same access permissions to the section.
We will assign the Manager role to the Marketing department, as they work directly with mailings. Full access will be given to the account administrator.
So, we have configured access permissions for the Marketing section in a couple of minutes.
You can configure access permissions to other sections in the same way.
Company structure and work reports
When completing the work report, the employee sends it to the supervisor for review.
If there is no supervisor in the structure, the report will be sent directly to the CEO. Therefore, it is important to assign supervisors to each department so that it does not distract the head of the company.
Company structure and tasks
The department supervisor has access to the Supervising tab in tasks. Here you can track the tasks of your subordinates.
Company structure and feed
You can post news in Feed for the whole company or the department.
Company structure and workgroups/projects
When you create a workgroup and a project, you need to add members. Add the whole department to save you time.