To configure user access to modules:
Click the cogwheel icon and select Admin.
Select Manage user access and select the security group.
In the Access type drop-down menu, select Users.
Select the level of access for each module against each user.
Click Save.
Standard mail
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Unregistered mail
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Folder
|
Setting |
Description |
|---|---|
|
None |
The folder is not visible. |
|
View |
The user can view folders and items. |
|
View and allocate items |
The user can view folders and add or remove items. |
|
Create, view and allocate items |
The user can create new folders and add or remove items. |
Document
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Document module. |
|
View |
The user can view the Document module. |
|
Full |
The user can fully access the Document module. |
Package
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Packages module. |
|
View |
The user can view the Packages module. |
|
Full |
The user can fully access the Packages module. |
Transmittal
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Published report
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Published report module. |
|
View |
The user can view the Published report module. |
|
Full |
The user can fully access the Published report module. |
Defects
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Defects module. |
|
View |
The user can view the Defects module. |
|
Full |
The user can fully access the Defects module. |
Tasks
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Gallery
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Gallery module. |
|
View |
The user can view the Gallery module. |
|
Full |
The user can fully access the Gallery module. |
Lots
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Lots module. |
|
View |
The user can view the Lots module. |
|
Full |
The user can fully access the Lots module. |
Forms
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Sustainability
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Sustainability module. |
|
View |
The user can view the Sustainability module. |
|
Full |
The user can fully access the Sustainability module. |
Checklist
|
Setting |
Description |
|---|---|
|
None |
The user is not visible. |
|
Personal |
The user is in the To, Cc, Bcc or From values in the distribution. |
|
Department |
The user of the same department is any of the To, Cc, Bcc or From values in the distribution. |
|
Company |
Anyone from the user’s company is any of the To, Cc, Bcc or From values. |
Vendor data
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Vendor data module. |
|
View |
The user can view the Vendor data module. |
|
Full |
The user can fully access the Vendor data module. |
Manuals
|
Setting |
Description |
|---|---|
|
None |
The manual is not visible. |
|
View |
The user can view manuals and items. |
|
View and allocate items |
The user can view manuals and add or remove items. |
|
Create, view and allocate items |
The user can create new manuals and add or remove items. |
Document holding area
|
Setting |
Description |
|---|---|
|
None |
The user cannot access the Document holding area module. |
|
View |
The user can view the Document holding area module. |
|
View and upload |
The user can view and upload documents to the Document holding area module. |
|
View, upload and process |
The user can view, upload and process documents in the Document holding area module. |
Additional Information
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