Saas User Help i cant add new employee on my company

[theharoldroyce]

HEED HELP PLEASE!!!

ex. Hana owns Orbit Company and Hana has a new employee on his company orbit. How can Hana add a new user on company orbit to view orbit company data?

Data Types
User:
Avatar: image
Company: Company
Full name: Text
Role: text
Usertype: Option Set - (Company,Admin,Employee) Default Company

Company:

Admin: User
Email: text
Employee: List of Users

what workflow should I go?

[eliot1]

Hi,
Workflow:

Trigger: Button “Add an Employee” is clicked

Step1: Create an account for someone else
with
Company = Hana’s Company
Email = New Employee’s Email
(… plus all the other fields if you want: Role, Full Name, …)

Step2: Update Company
with Employee add Result of step 1

Make sure your privacy rules authorize people of the same company to see the cie’s data. Add different privacy rules according to the user’s Role.

You can add a Step 3 to notify the new Employee
With action “Send a reset password email”

hope this help

[theharoldroyce]

Thank you i will try

[theharoldroyce]

it now adding on employee table but it also creating a new company data

[theharoldroyce]

[eliot1]

Hi,
First, I think your step 2 should be a “Make change to a Company” (not to a list of company).
Then, the data to change:
Type of thing:

• Company

Thing to change:

• Result of step 1’s Company

Change another field:

• Employee add Result of step 1

[theharoldroyce]

[eliot1]

Yes,
Select Result of step 1 > then select Company

After that you will be able to choose the field to modify.

[theharoldroyce]

its working but

The current as company admin is created again

[theharoldroyce]

Hi i just wondering was the error on this.

[eliot1]

Mmmm… It seems correct from here…

Make sure:

• There is no backend workflow that triggers when a new User is created that would create a new Company
• When you test the button, that you are connected to a User with a Company in his User’Company field

And just simple curiosity, what’s in the Set thing’s slug action?

[theharoldroyce]

Here is Set thing’s slug action

when I remove this action still same output

[theharoldroyce]

Do I need to separate the employee data type on a company? or do I need to create separate employee data types?

Hana > admin of company Orbit
when a hana add Joli, joli was added on Orbit Employee list like this

it seems okay but this theharoldroyce@gmail.com emails is the current admin and current user

and when I add a new on list it also add the current admin