Documents: By Staff
Sets access rights for items on the Document menu. Options to which access is denied have the check boxes deselected (
). Select those options you want users to be able to access (
).
Commands
Documents that are based on staff information can be restricted to show information relevant only to the staff currently logged in or to the group of which he is a member.
View own
When the option to "View own" is selected, documents are filtered to show information on staff-related documents that pertains to the user logged in.
View staff assigned
When the box is checked, and a partner or manager of the staff group is logged in, filtered to show information on staff-related documents that pertains to the staff to whom he is a partner/manager.
See also Grouping Staff.
Partners and Managers can have both check boxes selected. For user groups that are not partners or managers, only one may be selected at a time.
When the both boxes are left deselected, then a staff member may view all staff-related information. In addition, a user may use the filter by feature in the document properties and filter documents by any staff, not just himself.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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