Smartstaff, administrator
4,478
edits
Changes
no edit summary
A daily automated process checks the company-user associations and if it finds any with end dates that have passed and where the status isn't Expired then it will expire them.
The steps for configuring the date ranges are as follows:
* Click on the Standard Fields, access the Start or End Date standard fields.
* Click Save. The Date standard field is now enabled.
==Enable Switch Organization feature (optional)==
Often users may have multiple associations to multiple organizations, but with each association having a different role and consequently requiring a different level of access (e.g. user may be Staff with one organization, with access to all data, and a Reviewer with a second organization where they may need more restricted access).
The '''Enable Switch Organization''' setting provide the option to switch between the Associated organizations, with the subsequent level of access based on the associated role.
The steps for configuring are as follows:
* Click on the Lookup button to the right of the Enable Switch Organization field.
* The Roles pop-up should appear. Populate checkbox for those roles that the Switch Organization feature should be available for.
* Click OK to close Roles pop-up. The selected roles should appear in the Enable Switch Organization field.
* Click Save at the bottom of the page.
If a user is one of the selected roles then they will see the Switch Organization option appear along the top of their instance.
[[Image:AssociationSwitch1.png|800px|border]]
If they click on this then they will be presented with the Switch Organization lightbox, which includes a drop-down that lists there parent organization and all organizations they are associated with.
[[Image:AssociationSwitch2.png|800px|border]]
When they select a different organization then there interface will update to reflect the interface and level of access for the associated role.
[[Category:Global Settings]][[Category:System Management]]
