By By default, access to correspondence is set at a company level where anyone can access forms that have been created by or issued to their company (except those marked PRIVATE). Documents stored in the Publication Space are set to “Anyone in my Company may Access”.
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The Default setting for users in iTWO cx is Staff. This allowsopen communication and full collaboration within a Company.
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Where a hierarchy is applied, access to forms is determined by the lowest level of user added. |
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Set User Access Levels
1. Access the Contacts Module by clicking the Contact Icon.
2. Click on the Name of the person you wish to change access level for.
3. When the Contact Details display, Click the drop down next to Access Level.
4. Select the Access Level for the User
5. Once the access level has been assigned, Click Save.
Please note: Access Levels can be set when adding new Users.
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Configure Companywide Access
By default, a company’s access to correspondence will be set according to a “Peers and Superiors” rule, whereas the Publication Space will be set to “Anyone in my Company may Access”.
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Configuring access to company information is done at a Role Level.
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Configure Access Rights by Company Role
1. Access the Configure Module.
2. Expand the Modules Menu.
3. Click on Contacts
4. When the Contact Register Configuration pages displays4. Click , click on a Role hyperlink to display the configuration page.
5. When the role security page displays, make changes as required for Transmittals and register (Publication Space) and Correspondence.
Note: you will need to do this for every role you wish to change access for.
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