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 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 …
Add New Employee and Employee Set Up features
Add a new employee in the admin module The digital champion (or another user with admin permission) is the only user who can add a New User. Here is a flow of how to do that: * Select the admin module. * From the admin panel - select Employee Set up, as appears here: * The next page opens and shows th…
Roles
Permissions for the use of Roles * There may be icons in these instructions that may not appear in your platform. * You can only set Roles if you are the Digital Champion or have the correct permissions. * There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Ro…
