Module access permissions (MDL)
⚠️Note: Option available ONLY for eFOB Enterprise eFolder packages.
Introduction
Access rights to modules allow you to define key functionalities and their default permissions to which the user has access in the system.
Adding a role
Each item contains a list of details that can be accessed by clicking on the record. We also use checkboxes in this list:
Role setup
After entering the configuration, scroll to the bottom of the screen and save the settings:
Save button
BASIC DATA includes basic data and residential address
Main and useful permission categories
1. Administration panel
a) Access to Case Administration is possible at the tab level
b) The 'Administrator' general permission gives access to the Administration Panel
c) Special permission 'Administrator' regarding Clients/Projects control the administration of the Dictionary
2. Boarding
Role setup
a) Access to the BOARDING module
b) Access to manage view settings (list)
c) Access to employee data (located in the record form we choose)
3. Documents
Role setup
a) Access to the DOCUMENTS module
b) Access to manage view settings (list)
c) Access to employee data (located in the record form we choose)
4. Affairs
Role setup
a) Access to the CASES module
b) Possibility to add notes and define which ones
c) Assigning objects
5. Candidates
Role setup
a) Access to the CANDIDATES module
b) Determining the data available in candidate forms
c) Access to manage list view settings