Invite your team
Invite team members to QUANTICAL.ERP, link employee records, understand roles and seats.
Navigation: sidebar > Administration > Employees, then the Account assignment tab
One concept helps before you invite anyone: QUANTICAL.ERP separates the employee record (master data, contract, hourly rates) from the user account (login). An employee can exist without an account, for example as an imported legacy record. The invitation connects the two.
Steps
Create the invitation
Open Employees in the sidebar and switch to the Account assignment tab. Via Invite user you set the email address and the organization role, and either link an existing employee record or create a new one on the spot.
Send it
The invitee receives an email with a join link. You can also copy the link and send it yourself. Pending invitations stay visible in the same tab, with expiry date, resend and revoke.
Maintain contract data
In the Employees tab, use Edit employee to store weekly hours, vacation entitlement and, if needed, salary. These values drive utilization, leave management and controlling.
Assign projects
Assign the employee to their projects in the project editor, including the hourly rate per project.
Roles
| Role | Sees and may do |
|---|---|
| Member | Own bookings, timesheets, leave, profile |
| Owner | Everything: employee management, invoices, settings, controlling |
Salaries and other sensitive HR data are stored encrypted and are visible to owners only.
Seats and licenses
Billing is per active seat. You activate and deactivate seats per employee in employee management. If all seats are taken, you can add one straight from the invitation dialog, with a price preview before you confirm. Records of former employees need no seat and remain available for reporting.