Employees

In enrutar, the employees section groups any type of user registered within your organization. From here you can view the list, edit data and (depending on your plan and permissions) invite or remove users.

4 min read Team and working hours
On this page
  1. Where is the employee list managed?
  2. Editing an employee
  3. Roles (for visual identification only)
  4. Permission level (defines actual access)
  5. Updating, disabling or deleting employees
  6. Inviting employees
  7. Verifying phone (for AI/WhatsApp features)

Where is the employee list managed?

To access the employee list go to:

On this screen you will see your organization's employee list.

Editing an employee

By clicking on an employee in the list (if you have permissions), you can edit their data within the organization:

  • Name
  • Role
  • Permission level
  • Boards, in organizations with several boards
  • Identifier (for example, national ID number or tax ID depending on the country)

The Identifier field helps you store an internal employee record based on the usual document for the country.

The email, phone and password do not appear when editing an employee: they are part of each person's personal account, which can belong to several organizations. Only the person can change them from My account.

Roles (for visual identification only)

Roles primarily serve to visually identify the user (for example, by the avatar/preview color) and for internal organization. They do not determine what the user can or cannot do within the app.

Available roles:

  • Office staff
  • Field staff
  • AMI
  • Administrator

Permission level (defines actual access)

The permission level is what controls what a user can see and do within enrutar. Levels:

  • Full access
  • Management
  • Restricted

For more detail, see Permission System.

A role (for example, "field staff") can have any permission level: restricted, management or full access. They are independent things.

Updating, disabling or deleting employees

From the employee modal/card you can:

  • Update the employee
  • Disable the employee
  • Delete the employee

Disabling an employee (available for users with Full access or Management):

  • The employee is immediately disconnected and cannot access the app.
  • Their user slot becomes free and can be assigned to another employee.
  • They will receive the message "Your account has been deactivated. Contact your administrator." if they try to log in.
  • They will not receive notifications (push, email) while disabled.
  • To reactivate them, press the orange Reactivate button on their card. Note that you will need to have a free slot in your subscription; if not, the system will indicate that you need to add more users.

Deletion is limited to users with Full access.

Inviting employees

From this screen you can invite employees with the Invite Employee button. Each invited employee takes up one user of your subscription; if there are no free users left, you will need to add more.

In the form, enter the Name, Role, Permission level and, if your organization has several boards, the Boards. Under Invite by, choose how to send the invitation:

  • Email: the person receives an email with the invitation link.
  • WhatsApp: enter the WhatsApp number. If you do not include the country code, the code of the organization's country is used. The person receives the invitation by WhatsApp.

Send Invitation sends it and closes the form; Send & invite another lets you keep inviting.

The invitation link is valid for 7 days. When they open it, the person can join the organization or click Decline invitation:

  • If they are new to enrutar and you invited them by email, they create their password with Join and set password.
  • If you invited them by WhatsApp, they confirm their number when joining and sign in with WhatsApp, without a password.
  • If they already have an enrutar account, they sign in to join. If they are inside the app, they receive a prompt to accept the invitation and switch to the new organization.

Until the person accepts, their card shows This person has not accepted the invitation yet. and the Resend invitation button, which sends it again through the same channel.

A user with management access can invite employees, but not with Full Access. See Permission System.

Verifying phone (for AI/WhatsApp features)

Each person can verify their phone from My account to enable WhatsApp access for actions such as creating Work Orders with AI in enrutar or to sign in with WhatsApp.

Phone verification is private: only you can see and manage the verification status of your own phone. Other users or administrators cannot see this data in the employee list or on your card.

Was this article helpful?

Thanks, this helps us improve.

What was missing? Tell us and we’ll add it. Tell us
Work Orders Work orders are the foundational block of enrutar. They are the structure upon which the entire system is built and the most important piece. In this… Subscriptions and Payments enrutar offers different plans to adapt to the needs of each company. You can manage your subscription from Settings → Billing & Subscription. The…