Purpose
Detailing the steps taken by CuHa when a salon request help with removing a User.
Scope
For internal Timma / CuHa use.
Definitions/Acronyms
- User: Person using Timma Pro.
- Main User: Person with contract and admin rights in Salon.
Procedures:
Salon contacts Timma via Phone
Step 1: Communication
- Step 1.1: Ensure person has permission to remove by e-mail / Chat to Main User
- Step 1.2: Send instructions to Main User
- Step 1.3: Send confirmation for removal date
Step 2: Hallinta
- Step 2.1: Adjust billing for User to be removed
- Step 2.2: Set removal date for User
Instructions if you must give them on the phone:
Step 1.1 Where do you remove User
Note! Must be admin
Step 1.2: Remind them to take care of future bookings
Step 1.3: Advise regarding Customer register (If they have permission, where they can get it)
Step 1.4: Remind if they have unpaid invoices
Step 1.5: How to hide User from calendar
- If they don't want to remove immediately
- Need access to reports / worktimes
Step 1.6: Removing worktimes
- How to remove automatic worktimes
- How to remove future worktimes
Step 1.7: Removed User can be reinstated (Accidentally remove the user)
Step 1.8: Multiuser on terminal, contact CuHa for that separately
Step 1.9: Remember to take out your reports (to avoid potential disputes)
Step 1.10: Where to get marketplace information