Your organization is where you’ll be doing most of your work in Kordis. Each organization is tied to data integrations linked by Admin members. Currently we only allow for one integration per data source per organization meaning you can only have one Quickbook account linked per organization. To add new Quickbooks accounts you will need to create new organizations. This can be done by reaching out to the Kordis support team or by an account admin.
In the left hand menu, the Organization section is divided into the Members Section and the Teams Section.
In the Members Section, you can do any of the following tasks:
Add a member to the organization.
Delete a member from the organization.
Edit a member of the organization
Change to admin role
Assign member to a team
Assign member as a team lead within a team
Delete member from a team
Edit a member’s permissions
In the Teams Section, you can do any of the following tasks:
Edit or delete an existing team.
Create a new team.
Edit a team logo.
Add or delete permissions within a team
Add or delete a team member within a team
Search for a team member within a team
Assign a member as team lead
Permissions
Permissions can be managed in two ways. The first is via the Member's page accessible via the Member tab. Individual permissions can be assigned here. Permissions can also be managed via a Team assignment. More on Teams below.
View a Member's Permissions and Granting Method
Navigate to the member section.
In the actions column, find the row of the member you wish to edit and click “Edit.”
On the member's page, scroll down to the Permissions table.
The “Attached Via” column in the table will indicate the method by which each permission was granted.
Below is a list of all the available permissions with their corresponding function.
Permission | Description |
View Financials | Allows the member to view all financial records and reports within the organization. They can access financial statements, balance sheets, profit and loss statements, and other financial documents. |
Manage Financials | Grants the member the ability to manage and update financial records. This includes creating, editing, and deleting financial entries, as well as adjusting budgets and financial forecasts. |
View & Sync Integrations | Permits the member to view existing integrations with external systems and sync data between Kordis and those systems. They cannot add or remove integrations. |
Manage Integrations | Enables the member to manage integrations with QuickBooks, Shopify, Square, and Zenoti. This includes adding new integrations, removing existing ones, and configuring integration settings. |
Manage Team Members | Allows the member to add, edit, and remove team members within their assigned teams. They can also assign roles and permissions to team members. |
View Team Members | Grants the member the ability to view the list of team members and their roles within the team. They cannot make any changes to the team member details. |
Manage Teams | Enables the member to create, edit, and delete teams within the organization. They can also manage team settings, such as team name, logo, and permissions. |
View Sales | Allows the member to view sales data and reports. This includes access to sales performance metrics, transaction details, and sales forecasts. |
View Financial Class - (Specified location) | Grants the member the ability to view financial data of a specific location. They cannot make any changes to the data. |
View Sales Center - Other | Grants the member the ability to view sales data for sales centers categorized as "Other". They cannot make any changes to the data. |
Members
The Members Section is organized on a list of members with their roles, associated teams, and the actions to edit/delete.
All the actions available in the Members Section are detailed below.
Adding a Member to an Organization
In the member section, click on “Add a Member”. A popup will open where you will need to enter in the email address of the user you would like to invite to Kordis.
You additionally must assign a user name (first/last name) and password. The user will be email their login information including their password which they will be able to change by going to their Member information once logging in.
You also have the option to make the new member an admin.
Making a user an admin will give them the following permissions:
Invite and remove members to/from an Organization
Assign permissions to members
Create, edit, and delete Teams as well as adding/removing new members to Teams.
Manage Integrations
The new user should receive an email via invite to login to Kordis.
Deleting a Member from an Organization
In the member section, click on “delete” under actions, in the same row as the member you’d like to delete. You’ll get a pop up confirmation to confirm you would like to remove the member from the organization.
Editing Members of an Organization
You can edit certain Member details by clicking the edit button next to the Member’s name in the Member table.
Change to Admin role
In the member section, click on “edit” under Actions, in the same row as the member you’d like to edit.
In the members page, in the Organization Details section box, find the “is admin?” dropdown option menu. Click on yes/no.
Scroll down to the bottom of the page and click on “Save changes”.
Assign Member to a Team
In the Member’s page, in the Teams section box, click on “Assign to a team”.
In the popup box, click on the “Choose Teams” dropdown option menu.
Check the box of the Team(s) you’d like to add this Member to.
Click on “Add”.
Scroll down to the bottom of the page and click on “Save changes”.
Assign Member as a Team Lead
To make a Member a Team Lead simply navigate to the Team table and select the dropdown menu under the Team Lead column to make a Member a Team Lead. You can also remove this permission for users as well.
Scroll down to the bottom of the page and click on “Save changes”.
Delete Members from a Team
In the members page, in the Teams section box, under the actions column select “delete”, in the row corresponding to the team you’d like to delete the member from.
Scroll down to the bottom of the page and click on “Save changes”.
Edit a Member's Permissions
Navigate to the member section.
In the actions column, find the row of the member you wish to edit and click “Edit.”
On the member's page, scroll down to the Permissions table.
Click “Add new permission.”
In the Add Permission popup, open the “Choose permission” dropdown menu.
Select the desired permission(s) by checking the corresponding boxes.
Click “Add permission.”
Scroll to the bottom of the page and click “Save changes.”
Teams
Teams is designed to give organizations the flexibility to assign specific permissions to groups of users. For example, you may have an Organization with multiple locations. However maybe you don’t want a team member from Location A to see Location B’s sales data. Using Teams you can set up separate teams for Location A and Location B so that you don’t need to assign the same permissions for multiple Members
The Teams Section is organized on a list of teams with details about their members, team leads, creation dates, and the actions to edit/delete.
All the actions available in the Teams Section are detailed below.
Create a New Team
In the Teams section, click “Create New Team” button located on the top right.
Name your Team and select the permissions you would like to attach to the Team
Upload a logo for your Team (optional)
Editing a Team
Navigate to the Teams section, click either on “edit” or on the Team name you wish to edit.
Add Permission to a Team
Select the “Add new permission” button next to the Permissions table in the Team's page.
Choose the permission(s) you would like to add to the team.
Delete a Permission from a Team
Click on “delete” in the action column, on the corresponding row to the permission you’d like to remove from the team. You’ll get a pop up confirmation, “click delete” again”.
Add a Team Member to a Team
Select the “Add Team Member” button in the Team Members section.
Select the Organization Member you would like to add to the team.
Note: to add a Member to a team they must be an existing member of the Organization
Assign a Member as a Team Lead
Click on the check box right next to the name of the member you’d like to assign as team lead.
Delete a member from a Team
Click on “delete” in the same row as the member you’d like to delete. You’ll get a pop up confirmation, “click delete” again”.
Delete a Team
In the teams section, click on “delete” in the same row as the team you’d like to delete. You’ll get a popup confirmation, “click delete” again.