The user access tab determines what the user has access to in the iinsight system.
General
Can access the Options | The 'Options' menu is located on the top right menu. The user will access options such as Print options, Invoice Templates, Invoice Letterheads, and Notifications. |
Can access the 'Other' lists | The lists feature is in the Options dropdown menu. |
Can access the To Do list | This will allow access to the To Do list which is related to the iWorkflow. |
Case List
Can access the Case list | This feature will allow the user to access the Case list main screen however users will not be able to view any cases, only create new cases. |
Can access ALL cases | The 'Options' menu is located on the top right menu. The user will access options such as Print options, Invoice Templates, Invoice Letterheads, and Notifications. |
Can access all cases assigned to this employee's team | Activating this checkbox will only show cases that are assigned to the user's team. |
Admin
Can access the Admin section | This feature will allow the user to access the Admin>Manage User tab only |
Can Access Own Employee Records | This permission is used to provide access for the user to see his record only not other users' records |
Can access All Other Employee Records | This permission is used to provide access for the user to see all users' records, not his records |
Can Access only Assigned Employee Records | This permission is used to provide access for logged users to see those user lists where the logged user is assigned to the HR Roles |
Can access Admin>Archived/Deleted Cases | This permission is used to provide access for the user in the Admin section to monitor the Archived/Deleted cases globally |
Can access Admin>All other Menus | This permission is used to provide the cess for the users to see all the Admin tabs excluding the Manage users tab |
Timesheets
Can access the Timesheet | Allowing the user to access the Timesheets menu and features. |
Workflow
Can access the Workflow section | Allowing the user to access the Workflow menu and features. |
External Forms
Can access External Forms | Allowing the user to access the External Forms menu and features. |
Charges
Can access the Standard Charges list | Allowing the user to access the Charges menu and features. |
Appointments
Can access Appointments | Allowing the user to access his Appointments |
Can access all employee's Appointments | Allowing the user to access the All user's Appointments |
Can access appointments assigned to this employee's team | Allowing the user to access his assigned employee's team appointments |
Companies
Can access the Companies' list | Allowing the user to access the Companies menu and features |
Templates
Can access the Templates | Allowing the user to access the Templates menu and features |
Reports
Can access the Reports list. | Allowing the user to access the Reports menu and features. |
Restrict to the employee's assigned cases | Restricts the user to their assigned cases Only. |
Finance
Can access the Finance list | Allowing the user to access the Finance Menu and features |
User location
Can manage app notification monitoring notification | This permission is used to provide access for the user to the App Notification Monitoring tab |
Can access user location | This permission is used to provide the access for the user to access the User Location module |
Can access user movement | This permission allows the user to access the history of a user route and movement through the day |
Can access all users | This permission is used to provide access for the user to see all users in the User Location module |
Can access all team members for this employee's team | this permission is used to restrict the user to only see users in the User Location module that are a member of the same team(s) as them |
Quicklinks
Can access Quicklinks | Allowing the user to access the Quicklinks menu and features |