Collabox administrators, learn about a feature that you are sure to like!
We know that many of you like to have a complete range of services on hand, which will serve as a model to accelerate the creation of others. The small problem is that all your employees had access to the modification of these documents.
You no longer risk having your model service offerings changed thanks to the entitlement system, a feature that lets you choose who is allowed to work on the models.
Here is how it works:
To authorize an employee to modify or create model service offers, go to configuration.
In the configuration menu, click Employees .
The page that will open will present you with 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.
Advanced Configurations page [nom de l’employé]
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.
Page Addition of a service offering , drop-down menu Status
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 :
– all! She can modify existing models, create new ones from scratch or duplicate them.
Little extra: A drop-down menu under the search engine gives you the option to display only the models on the screen.