Skip to main content

1. Employees: Overview

The Employees module is designed to manage your team members. In this module, you can view and modify all employee information. Employees are assigned to specific projects and desks, and can also be managers for clients.

The Employees module is your central hub for managing every user in WBCS. Here you can:

    1. Create, view, and edit employee profiles (name, contact info, authentication methods).

    2. Assign each employee to one or more Projects and Desks, controlling exactly which business units and teams they belong to.

    3. Grant managerial responsibility by linking employees as the primary contact for specific Clients.

    4. Track each employee’s status (active/inactive), roles, and access permissions across the entire system.

All downstream modules (Clients, Requests, Actions, Core Banking, etc.) respect these assignments and permissions to enforce security and data segmentation.

The following actions are available in the Employees module:

Back to top