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Team and access
The three roles, giving and removing access, which agencies each person sees, the official signatures and how to ask Leymax for help.
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7 articles
Reuse a person from Payroll
One identity, with explicit access to each product.
Read instructions →Team and accessThe three roles: Front desk, Administrator, Owner
Everyone sees the same papers. What changes is who delivers, who gives access and who owns the account.
Read instructions →Team and accessGive someone access
By email. The person receives a link, sets her password and enters. If she had access before, it is given back with her usual password.
Read instructions →Team and accessWhich agencies each person sees
The scope decides which clinics appear in her selector. It is a rule, not a frozen list: "All agencies" also covers the ones you open tomorrow.
Read instructions →Team and accessRemove access, and link a person with her own file
When someone leaves the office, remove her access: she stops entering, nothing of hers is deleted. And if an office worker also has a personnel file, link the two so she does not work her own papers.
Read instructions →Team and accessThe agency's official signatures
Every office sheet is archived with the agency's official signature. An administrator draws it once; from then on the front desk applies it to sign and countersign. Without it, nobody can sign an office sheet.
Read instructions →Team and accessAsk Leymax for help
Support lives inside the app. You open a case, the Leymax team receives it with the context of your account, and the answers arrive in the same thread.
Read instructions →