ERP in your back pocket
You can determine which function you make available in AFAS Pocket with the activations. Before, this used to be all or nothing. If, for example, you activated Enter hours, all Pocket users could enter hours in Pocket.
Now, you set the activations per user group and therefore you can precisely determine per group what the members can do in AFAS Pocket. You do this in General / Management / Authorisation Tool. Determine the require activations per user group on the Pocket tab.
The Documents activation has been renamed News.
This expansion means that the Activations tab in General / Pocket App / Settings is no longer available.
You will have linked an authorisation group in General / Pocket App / Settings and only members of this group may use AFAS Pocket. The activations that you had selected on the Activations tab in Profit 7 will be selected at the linked user group in the Authorisation tool. This means that access to functions in AFAS Pocket will remain unchanged after changing to Profit 8. Next, you can start to authorise per user group if you want to do this.
Example:
You had linked the Employees user group in Profit 7 in AFAS Pocket and selected the Calendar, Complement, Pay slips and Leave items on the Activations tab.
These activations will have been transferred to the Authorisation tool after changing to Profit 8. If you select the Employees user group in the authorisation tool, you will see that the Calendar, Complement, Pay slips and Leave items are selected on the Pocket tab.
Send an enthusiastic invitation email to your employees via Profit! You can compose the text for the email message yourself in a message template. The email message contains all information that you need to get started with AFAS Pocket so that your employees benefit optimally of the benefits of AFAS Pocket.
If you have created the message template, go to General / Pocket App / Access, select the users and click Send invitation.
Create your personal search views and link them in the settings. This will ensure that you will have search views from now on in Pocket with the fields that are relevant to you.
When settings are changed, it may take a little while before they have been implemented in the Pocket app on a smartphone. To force the system to implement the settings as soon as possible, select the users in General / Pocket / Users and use the Refresh configuration action.