Created 22 August 2024
Custom resources stages can be defined for PSOhub users. For example, users employment status: employee, freelancer, or sub-contractor.
Important: Only Admin users can define resource stages for organizational users.
To define resource stages for a user, in the main menu, click on the Gear icon. Under User Management select Resource Stage. In the example below, you will see standard stage names:
To create a new resource stage, click the Add stage button. The Edit stage window will appear:
In the Stage field, enter the desired stage name and click Save.
The new stage name will appear in the stage list.
To add the stage name to the resource's profile, choose from the main menu Contacts and Resources.
In the resources list, select a resource by clicking on it.
In the resource's record, you will see the Stage field, where you can select the desired stage name:
Modify or delete a stage name
To modify an existing resource stage name, return to the Resource Stage settings and select the stage:
Change the stage name and click Save. Resources (users) using the modified stage name will be automatically updated.
Resource stage names can only be deleted if resource (user) records are not linked. When you click Delete a confirmation message will appear:
When you click Proceed and the stage is linked to resources, the following message will appear:
As the warning shows above, the user's resource stage will have to be changed before the stage can be deleted in the settings.
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