Core Functionality

Security

v.1.22.0

In Settings Mode

Security

  1. Security Groups
    1. List Groups view
      1. Group name
      2. Action: View
        1. Details
          1. Name
          2. Description
          3. Tag
          4. Administrator
        2. Security Group Modules (List of setting toggles per module)
          1. Alerts
            1. Add
            2. Everyone
            3. Delete
            4. Update
            5. View
          2. Billing
            1. Add
            2. Delete
            3. Update
            4. View
          3. Communications
            1. Add
            2. Everyone
            3. Delete
            4. Update
            5. View
            6. Delegate
            7. Reports
            8. Approver
            9. Settings
          4. Documents & Folders
            1. Add
            2. Delete
            3. Update
            4. View
            5. Everyone
            6. Upload
            7. ESIGN
          5. Employee Onboarding
            1. Templates
            2. Complete New Starter
            3. Create New Starter
            4. View New Starter
            5. Reject New Starter
            6.  View New Starter Secure Data
            7. Delete New Starter
          6. Holidays & Absence
            1. View
            2. Update
            3. Settings
            4. Delete
            5. Approver
            6. Everyone
            7. Add
            8. Reports
            9. View Company Absences
            10. View Department Absences
          7. Integrations
            1. View
            2. Add
            3. Update
            4. Delete
          8. Objectives & Reviews
            1. View
            2. Add
            3. Update
            4. Everyone
            5. Settings
            6. Delete
            7. Complete
            8. Reports
            9. Leader Dashboard
            10. Restrict to Direct Reports
            11. View Downline
          9. Organization & Branding
            1. Add
            2. Delete
            3. Update
            4. View
          10. People & Groups
            1. Add
            2. Delete
            3. Sensitive
            4. Update
            5. View
            6. Everyone
            7. Import
            8. Export
            9. Reports
            10. Contact - Directory
            11. Contact - Manage
            12. Person Settings
          11. Platform Onboarding
            1. View
          12. Reporting
            1. Add
            2. Delete
            3. Update
            4. View
          13. Secure Data
            1. Add
            2. Delete
            3. Update
            4. View
            5. Reports
          14. Security Groups
            1. Add
            2. Delete
            3. Update
            4. View
            5. Audit Log
          15. Tasks & Worksheets
            1. Add
            2. Delete
            3. Update
            4. View
            5. Settings
            6. Everyone
          16. Today
            1. Manager
          17. Training & Skills
            1. Add
            2. Delete
            3. Update
            4. View
        3. People in Group
          1. List all users in group
            1. Photo
            2. Name
            3. Action : View
          2. Export
          3. Update
    2. Add group
      1. Name
      2. Description
      3. Tag(@name)
      4. Group Administrator
        1. List users
      5. Region
        1. List regions

Audit Log

List Log Items

  1. Change Date
  2. Description
  3. Action Type
    1. Add
    2. Changed
  4. Changed By
    1. User
    2. IP Address
    3. Location
  5. Target Entity
  6. Module
  7. More Info
    1. View changed data object

Authentication Settings

  1. Require Two-Factor Authentication (Toggle)