Choose who will be able to modify a model service offering in your company.
We know that many of you like to have a complete service offering at hand. It serves as a model to accelerate the creation of others. Employee access to template editing can now be restricted.
This means that you no longer risk having your model service offers changed without notice. Thanks to the access rights system, choose the people authorized to work on the models.
Authorization to modify a model service offering
To authorize an employee to modify or create sample service offers, go to the main menu “Configuration”.
In the grey menu on the left, click on Employees.
The page that opens shows the list of your employees. Click on the name of the employee to whom you wish to grant permission. Once you have entered your file, click on the tab Advanced configuration.
Then, check the option Creation / modification of model submissions in the Projects module . This will give permission to the employee to work on the models. If you want to remove permission from it, just uncheck this box.
When you or an employee want to edit or create a service offering, be sure to change the status to Model with the drop-down menu.
What an employee not having access modifying models can do :
– duplicate an existing model to make a new submission;
– view a model before duplicating it by clicking on the button PDF.
What a person having access modifying models can do :
– Everything! She can modify existing models, create new ones from scratch or duplicate them.
A drop-down menu under the search engine gives you the option to display only the models on the screen.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you.
firstname.lastname@example.org (418) 907-9274