Hide Applications from OfficeClip users
Quote from Narsimha Rao on December 30, 2021, 12:02 pmSometimes it is necessary to hide OfficeClip applications from some of your users. For example, your Engineering Department may need to access the Timesheet application but people in Sales will not.
Hiding Applications based on Organization
All users that belong to an Organization can see only applications that belong to that Organization. If you have created multiple Organizations in your OfficeClip you can control access by going to Settings > Organization Settings > Organization Application (under privileges) and uncheck the application that your do not want to show.
Hiding Applications based on Roles
Within the same Organization you can hide applications based on user's Role. Suppose you have two employees John and Mary in the Sales department who do not need to see the Timesheet Application. Do the following:
- Create a new Role called Sales, by going to Settings > Organization Settings > Privileges > Manage Roles > Add New Role.
- After the role is created, click on the edit button and add Mary and John to this role and click Save.
- Now go to Settings > Organization Settings > Privileges > Manage Roles screen and click on the last icon on the role Sales. This screen will show you all the applications and user access. Here you can switch on or off the applications that you want for the Sales Role.
Sometimes it is necessary to hide OfficeClip applications from some of your users. For example, your Engineering Department may need to access the Timesheet application but people in Sales will not.
Hiding Applications based on Organization
All users that belong to an Organization can see only applications that belong to that Organization. If you have created multiple Organizations in your OfficeClip you can control access by going to Settings > Organization Settings > Organization Application (under privileges) and uncheck the application that your do not want to show.
Hiding Applications based on Roles
Within the same Organization you can hide applications based on user's Role. Suppose you have two employees John and Mary in the Sales department who do not need to see the Timesheet Application. Do the following:
- Create a new Role called Sales, by going to Settings > Organization Settings > Privileges > Manage Roles > Add New Role.
- After the role is created, click on the edit button and add Mary and John to this role and click Save.
- Now go to Settings > Organization Settings > Privileges > Manage Roles screen and click on the last icon on the role Sales. This screen will show you all the applications and user access. Here you can switch on or off the applications that you want for the Sales Role.
