Flowis offers a unique way of setting up permissions for as many different groups of employees as needed. Its complexity allows you to truly set up Flowis and the information in it with precision, making sure everybody can see, access, edit, and delete only those information they are allowed to.You can set up permissions for Transactions, Definitions, and the Administration section (items in the left menu). Permissions for the Administration section In the left menu, search for Groups. Select the one you want to grant permission to. In the blue frames are categories of Flowis features that can be accessible to Users in this selected Group. Each section under the blue frames represents one item in the left menu. Setting up Permissions for the left menu The majority of the sections have three permissions show, update, and manage a given section. “Show” permission means that Users in this Group will have this section visible in their left menu, and after opening it, they can see every item listed there. “Update” permission means they can also edit every item from the list. “Manage” permissions allow them to not only edit but also delete any of the items from the list. Setting up Permissions to see Codelist Definitions and its Rows and also editing the Rows Some sections, such as Transactions or Bulk actions, have more than these three permissions available, as they offer much more options that may need to be limited for certain Groups of Users. Setting up Permissions for Transactions If the Users want to be able to see the Transactions, create new ones, etc., it has to be set up in this very section. The same applies to Definitions if you want the users to work, for example, with the Suppliers table in Codelist definitions, you have to permit them to Show Codelist definitions (that will allow them to see the Codelist definitions in their left menu and show the whole list) but also to Show Codelist rows (that will allow them to see the particular suppliers in the Suppliers table). Without these permissions, they will not be able to work properly. If the User is a part of several Groups, all of the Permissions from all of his Groups add up. That means if one of his Groups has permission to Manage Codelist rows and the other Groups do not have this permission, he will have the permission to Manage Codelist rows it is enough that one of his Groups can do that. Permissions for Transactions and Definitions The setup of permissions for Transactions and Definitions is very complex and offers great flexibility. You can find the following items in the left menu: Create permissions to create a new Transaction or new record in a Definition Access permission to see that the Transaction or the record in a Definition exists; to see it in the list Show permissions what is shown after opening a specific Transaction or record in a Definition Edit permissions to edit data on a Transaction or record in a Definition Filter permission which fields are available in the filter on the top of the screen when you are in the list of Transactions or a Definition Comment permissions to add a comment to a Transaction Duplicate permissions to duplicate a Transaction OCR validation permissions to set up the optical character recognition for Transactions Each of these permissions is further described in a separate article. The post Permissions in Flowis: Introduction appeared first on SoftPoint.
In some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates a
prejsť na článokNow that you know what a Data type is and why it is important to choose the right one, you can explore more of the available Data types in Flowis and what kind of possibilities they offer you. Date-related Data types Date Data type contains only dat
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prejsť na článokEach User has access to his own profile and can set up certain details about how the Flowis behaves when he uses his account. You can access your profile after clicking on your picture in the top right corner of the screen and then selecting “My profile”.
prejsť na článokThe system settings for managing data regarding Users and their accounts are complex; one setting may not fit every employee. In User Policies, you can set up specifications about logging-in options, sessions, password expiration, and much more. Then you
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