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Best practices

• Define your organisation staff access
• Create a set of templates for the staff access that fits your organisation structure
• Customise individual staff access if the staff has multi-role
• Each staff should have their own staff account without sharing access for data security purposes
• Every action in the system can be logged based on each staff account in the audit log for security checking

Set up your staff access template

1. Set up your staff account template in MANAGE ROLE

1. Edit the default template in Management, Staff and Support

Or you can create a custom template depends on your need

1. Save the template after defined.

Permission

No access - no access to the specific features

View - Can view the data in the specific feature

Edit - Can edit the data in the specific feature

Manage - Can Delete or have approval access in the specific feature