A participant is a user, a person who is granted access rights to work in Keruj. In simple words, it is you and your employees
Location
"Participants" are located on the left navigation panel, in the "Data" section
The list of participants is displayed in a table format. Its appearance can be customized according to your own criteria using filters, columns, and other tools
Creation
You can create a new participant by clicking the "+" on the navigation panel or the "+Add" button on the main page of the module
Participant creation form:
First Name - the user's full name according to the identity documents
Last Name - the user's last name according to the identity documents
Display Name - the username that will be displayed in Keruy™. The value may not correspond to official data (for example, Vasyl - Vasya)
Date of Joining - this is the date of employment of the employee
Date of Birth - the date of birth of the employee
Role - defines the level of access to the space according to the function performed by the employee in the company. Three roles are available: employee, manager, and owner, but you can create your own unique roles in Keruy™
Position - the job position of the employee in your company (for example, sales representative, cashier, administrator, etc.)
Manager - senior supervisor (this field is optional)
Participant card
The participant card contains a number of tabs located in the top menu that form the main page of the record, and an "Archive" function button in the top right part of the page
General
The main page, where full information about the selected participant is available: their personal details, position, role, manager, recent documents, and overall activity analytics
Accounting
Data on financial transactions. You can view all documents relating to or created by the participant
Existing documents are displayed in a table format. In addition to viewing, you can create a new document by clicking the "+Create" button
Please note: operations with documents are only available for counterparties. You can create a counterparty-employee for a participant in one click. To do this, click the "+Create" button
Work rates
A tool for setting the cost of an employee's work to ensure correct payroll calculation
Work rate settings
From - the date of adding the record about the employee's rate
Type - the method of payroll calculation. It can be hourly or monthly
Hours/day - the duration of the working day/week
Internal - rate for work performed within the enterprise
External - rate for field work performed off-site
Overtime - rate for performing overtime work
In addition to setting the length of the working day and the size of the wage rates, you can define individual working days for the employee. There can be several work rate records, which allows you to analyze and compare them with each other
File library
An archive of uploaded files or images, used for storing scans of documents and other important files related to the participant
Access
A tool for setting up the employee's access to your Keruy™ portal
Details
A tab for editing or adding basic information about the participant. Here you can change personal data, position, role, assign a warehouse, department, responsible person, and account to the participant
Granting access to a participant
To grant access to a new participant, in the "Access" tab, enter the participant's phone number and click the "Allow" button
The invited user will receive an SMS message on their device containing information about the access configuration and an active link to your Keruy™ portal
The data and modules available to the user depend on the role and access rights granted to them when creating the record
For users who have access to the portal, two additional tabs are automatically activated in the card - "Sessions" and "Devices". Thanks to them, you can track the duration of the participant's active sessions in the portal, as well as view the devices from which the authorization was performed
API Key
For developers, it is possible to generate a key for access via our public API
Participant authorization
In Keruj, every user has a username and password to log in. The login is the user's phone number, and the password is generated by the service during each authorization. After entering the phone number, the invited user will receive an SMS message with a one-time password to log in
Deleting a participant
A participant cannot be deleted - they can only be moved to the archive. Thanks to this, you will not lose important information and will be able to view or restore it at any time
