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3 results found

  1. Allow System Admins to access Config Mode in Organization and People records

    Allow System Admins the ability to access & use Config Mode in Organization and People records. (Currently, they can access it at the Grant level.)

    3 votes

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    0 comments  ·  Administration  ·  Admin →

  2. User Deactivation Functionality in Admin Interface

    Problem:
    Many external users don’t know how to deactivate/remove staff contacts from the system. Currently they must contact SmartSimple support.

    Solution:
    Add self-service deactivation option in admin interface. Include option to reassign pending tasks to another user before deactivation, and show an audit log of who deactivated the user and when.

    2 votes

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    0 comments  ·  Administration  ·  Admin →
    Product Education  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

    Any Global Administrator can remove a user’s access directly within the system. To do so, navigate to the user’s profile, then select Actions > Edit Roles and Access, and toggle off Enable User Access.


    To review access changes, click the lock icon (Access Change Log) to see who modified a user’s access and when.



    If you need to reassign pending tasks to another user, this can be done using a batch update.


    However, task definitions, statuses, how they are assigned and process flows vary by client, it is not feasible to automatically reassign all records or tasks system-wide.


    That said, reassignment can still be completed individually or in batch.


    Your Client Success Manager or support can walk you through the best steps for your process and system as the above can be done independently.

  3. Enable "Edit/View" Toggle on L2 List Views

    We would love to see the L1 List View "Open in Edit Mode" toggle available on L2 List Views. While not a true security measure, this would be helpful for staff who just need "view" access to records

    3 votes

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    0 comments  ·  Administration  ·  Admin →
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