Manager overview
In equipme you can take responsibility for different parts of your organization. You might oversee people, locations or groups and each of these perspectives gives you access to different parts of the data and different actions you can take. The idea is not to create hierarchy for the sake of hierarchy but to give you the right view for the things you are accountable for.
Depending on which role you have been assigned you may see more or less information than someone else in a similar position. It is common that roles evolve over time so your administrator can change your access level if your responsibilities change. If you feel that you are missing functions that are relevant for your work it is always worth checking this with your administrator so the access reflects what you actually do.
Please contact your administrator if you are missing functions that are important for your work.
The following chapters show you the three types of manager roles in equipme and what they are used for.
Employee Manager
As an employee manager, you supervise all individuals in your team - either because you have been explicitly assigned to these employees as their manager or because your responsibility for a location means you are also responsible for managing the employees associated with that location. You can view and manage the services, approval requests, and service tickets of all employees visible to you.
In the event of onboarding or offboarding, you can make decisions regarding their equipment. You ensure that someone joining your team doesn't have to wait two weeks for a laptop and that someone leaving the company doesn't take company equipment with them.
You can also order new services, devices, and apps centrally for your team.
You can find the employees you manage under “My Organization” -> “Employees”.
Location Manager
As a site manager, you are responsible for one or more physical locations belonging to your company. These may be offices, branches, or subsidiaries. You can view and manage all services, assets, and orders assigned to your sites, as well as plan and - if you have been assigned the purchasing role - order new equipment for your sites.
There are two types of location managers: the location manager (planner) and the location manager (purchaser), whose role differs from that of the planner in that they are not only responsible for planning but also for placing binding orders.
The Location Manager role is useful when a location is operated with a high degree of autonomy. It prevents delays that would arise if every decision had to go through a central office. You can approve requests, arrange for replacements, manage local inventory, and see what is coming in and out of your area.
You ensure a stable environment so that people can work without worrying about the infrastructure.
Depending on your administrator's settings, you also view and manage the employees and their inventory assigned to your locations (similar to “Employee Manager”).
You can find the locations you manage under “My Organization” -> “Locations”
Group (Team) Manager
Unlike the Location or Employee Manager, whose task is clearly focused on managing the inventory of their assigned locations/employees as simply as possible, the Group Manager has access to significantly more functions and system areas.
For example, they have access to the warehouse, internal order processing, and cost controlling, but in terms of data, this is limited to entities and assets that belong to the group for which they are responsible.
This role is used, for example, in corporate environments to manage subsidiaries autonomously. The respective employee has extensive system and reporting functions at their disposal, but these are limited to the data scope of the respective subsidiary they manage.
Your personal Self-service
In addition to your responsibility for other employees, locations, or organizational units, you can use the regular Employee Self-Service to manage your own work equipment.
You can access this via the “Company” -> “Self-service” toggle in the top banner of the equipme application.
For instructions on how to use “Employee Self-Service” please refer to the corresponding instructions.
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