Authorise dossier for menu

Authorise functions with which the user can view or change dossier items.

Authorise a dossier:

  1. Go to: General / Management / Authorisation tool.
  2. Authorise the following functions for Profit:
    • CRM / Dossier / Dossier and the underlying menu items
    • General / ProfitWeb 2.0 / Profit today / Client record items
    • General / ProfitWeb 2.0 / Client record items / Progress
    • Etc.
  3. Go to: General / ProfitWeb 2.0 / Configuration / Menu item per user group.
  4. Authorise the following functions for ProfitWeb:
    • 1010 Dossier
    • 1008 Client record cockpit
    • 404 Register client record item
    • Etc.

Directly to

  1. Authorise a dossier
  2. Authorisation for menu item
  3. Authorisation for actions
  4. Authorisation via data filters
  5. Authorisation for tab
  6. Filter dossier items by dossier item type (Confidential field)
  7. Edit options for dossier item type (Properties and Destination)