Web User Permissions
Go to: ExFlow Web User Level Permissions
All ExFlow users need to have a web permission role set on the ExFlow user card to be able to work with approval in ExFlow web and Business Central.
Go to Web User Level Permission to get an better overview over all web user permissions.
Web User Level Permissions | |
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Edit List | Edit the web user level permission list |
Actions --> Functions-- > Initialize setup | Reset all changes on the web user level permissions to default again. |
Currently, following four User Level Permissions are available:
Web User Level | |
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Approver | Approver can Approve, Reject, or set a document On Hold. The approver has only access to documents where approver is included in approval flow. No changes are allowed on the document. |
Approver (Power) | Same permission as Approver. Add and Forward to other Approver. Adding or changing in coding is allowed i.e., G/L Account or Dimensions |
Approver (Super) | Same permission as Power User. The user can see all approved documents in ExFlow History. |
Admin | Admin permission in ExFlow Web. This user can do settings that applies for all Approvers in ExFlow Web |
If any changes needs to be done on the permissions, for instance, to allow coding for all user with Approver- permission, it is possible to edit the list and enable the checkbox ''Allow Coding''.
Read more about how handle web permissions and to apply it on ExFlow users under section Add company access and web permission role under Permissions