Management of personal data, recognition and registration of users

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Management of personal data, recognition and registration of users

Postby Niko » 7 months ago

Human Resources: Create, enable and recognize a memberTutorial
The Management of personal data, recognition and registration of users application allows to create new accounts for human resources, modify the personal information and manage the recongition of users.
This feature is only accessible for boards having subscribed to the package Business and Enterprise

👤 Permissions
This application is accessible to the founder, to department leaders, department managers and to the members that have been assigned to a profile where the option "Management of personal data, recognition and registration of users:" is enabled.

🔎 Register in Human Resources

Once the user account has been created and enabled, we have a registration process of the personal information. This can be done by the member from his dashboard, under Data > Manage personal information, or by an authorized member the application Management of personal data, recognition and registration of users

If we are not sure if we have or not created the human resources account yet, we can use the application Manage user credentials to look for it. Otherwise, we can just open our application and click on New registration.


In this form, we will be asked for an email address or the username of the member we want to register in our human resources, once done, we can click on Create profile

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At this point we have two cases:
  1. The account already exist
  2. The account doesn't exist

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Otherwise we will be asked for some information, and once the profile is complete, it will be registered and provided with a personal code.

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🔎 Recognition of the member (documents)
Now, we need to recognize the member in order to grant him access to the services te will need. Otherwise, they will not be accessible :oops:

In the same page we are, or under Data > Management of personal data, registration and recognition of users > user details, we can add documents to validate his person, or we can just declare them (in case thatyou have a paper-copy of the document in archives).

We need to move to the Documents section and clicking on Manage

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And now we can add a new document, or simply declaring it


Once provided, we have to validate it. Of course, if a digital version is provided (pdf document) we can validate even the file version.

🔎 Recognize the person (digital recognition)
And this is the last for the user recognition. Now we move, under the same page, to the Recognition section.

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Once clicked on Manage we can recognize the user. So, click on "New Recognition"

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In this page, we have two options, plus the possibility to add some notes
  1. Selecting a validated document for the recognition
  2. Selecting the manual recognition (in case that we have the document in paper version in archives for example)


Now the profile is recognized and can access to the eventual applications assigned with departments and profiles :D


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Last updated: 1st January 2018
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