This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use filters and cannot be exported to Microsoft Excel. Columns Untitled
This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use filters and cannot be exported to Microsoft Excel. Columns Untitled
This report indicates if and why a user has access to a particular file, document or folder. Note: although the image above does not show the Output drop-down, you can
Question: Can I allow some users to edit the Attendees on closed documents? Answer: Yes! Normally, once a document is closed, the majority of fields on the document become read-only.
Problem: Some routees on a document do not respond back to the email sent by Spitfire; they may phone with a response or hand in the paperwork at the job
Question: What is special about the Custom Internal Staff Capability? Why can‘t some users see attachments that are ‘not sent‘? Answer: When a user is a member of a role
Question: If a user has access to a document, why can‘t he or she see all the Items? When I route a document via email to external users, why don‘t they
Question: I can add Roles to Contacts on the Member Of tab on the Contact detail (on the Contacts Dashboard). Am I able to see and choose any Role in
Summary: The Document Page capability can be assigned to users via roles, often filtered by Document Type and Project. The following permissions for this capability can be assigned: Read – to
Summary: Spitfire allows security to be organized via nesting of roles. In the Roles tool on the System Admin Dashboard, a role can be designated as a subordinate role. In the
Question: Can I indicate a Role for the DocTypeConfig | HardCopyThru rule? Answer: No, with one exception: the special routing Role DocEnteredBy. The HardCopyThru rule generally accepts a person as the