Team Password - Share

  • Last Created On Jun 27, 2023
  • 90
0 0

The Share page is used to manage all shared password data for customers in the system and outside the system

Sharing for customers who are not in the system

  • Step 1. At Share tab -> Choose a category to share with customers and click Add button

  • Step 2. In the Add Share popup, check Not in the system and fill in the required other detail and click Save

    • Unlimited time is no time limit. If you choose to enter the function, the customer who shares this password has the right to use this password indefinitely. If the Unlimited time field is not selected and the expiration time is selected, the selected date and time will expire, the customer will no longer have interaction with this password.
    • If the Read permission is selected for the customer, the shared customer can only see the password information, not edit it.
    • If you choose Write permission for a customer, for a shared customer, the password information can be seen and the information can be edited. Information after editing will also be updated in general.
    • If you choose the Email Notifications function, when creating a share for a customer, the shared customers will receive an email notification.


Share for customers in the system


In the Add share, uncheck Not in the system and fill in the required other detail and click Save


Edit

Step 1. Select the line to edit and click Edit button

Step 2. Make the necessary changes and click Save button

Delete

When the data is deleted, the customer who shared the password will no longer be able to see the information.

-Select a line need to be deleted and click Delete button 


-Or select the data to delete -> click Bulk actions


Then, select the Mass delete

Views: 90

Recent Articles

  • Manual check-in/check-out
    25
  • Updated features in version 1.0.2 – Serv...
    38
  • How to receive notification before produ...
    37
  • Create and Approve FAF Request
    146
  • Role as a Business Broker
    57

Popular Articles

  • Warehouse
    871
  • General Accounting Settings
    699
  • Item Settings
    695
  • Mapping Setup
    670
  • Inventory Receiving Voucher
    558