Knowledge Base
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Administration
Can I edit the access permissions of a role that has already been created?
Yes. Click on the role that has to be edited from the “Teams / Groups” section. The permissions t...
Can I prevent an user from accessing the application without deleting his record?
Yes. Change the status of the concerned user record in the Users List to inactive from active.
Can multiple roles and teams be assigned to a user?
Yes. A user can be assigned to multiple roles and teams. When this is the case access permissions...
Can multiple roles be assigned to the same team?
Yes. A team can be mapped to multiple roles. When this is the case, access permissions of all the...
How can an employee who forgot his password log into the application?
Click on the “Reset Password” button against the employee record. A new password would be g...
How do I convert an employee into an user?
Select the employee from the “Employee Name” drop down in the User's tab. Select the concerned ro...
How do I edit roles and teams of an existing user record from the Users List?
Choose the employee from the “Employee Name” drop down in the User's tab. The roles and teams ass...
I have created a role, what kind of restrictions can be applied to it?
You can partially or completely block access to the modules of the application using a role. Acce...
Is it mandatory to assign both roles and permissions while user creation?
No. Either a role or a team has to be chosen during user creation. A user cannot be created witho...
SMS status in the Email / SMS Reports tab is “Sent” even though the SMS has been delivered.
It may take some time for the status to get updated. Click on the “Refresh” button to get the lat...
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