Policy Roles - Inactivate a Role
If you no longer wish to use a Role you can make it Inactive. (See the article, Roles, for how to set them up). * First, in admin, go to Nude Setup and Roles. * Select the role that you wish to make Inactive, for our example, lets pick Accountant. * When you select the Actions Icon (3 dots), the sub menu prese…
Batch Upload Users
Batch Upload User is a feature that will allow the batch upload of a list of employees, so that additional employees can be added with more ease. This is possible by completing a spreadsheet in a prescribed format, which is provided in this feature. Permissions As this is a feature that is available in the a…
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
Batch update - Employee Setup
Batch update function in admin - Employee Setup This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. For example, if you wanted to add a Permission (give a group access to black module) or Role (give a group the Role of …
