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Employee contact data is not auto-created in Workbench from your financial systems, giving you control over the data input into Workbench, and then synced across to upvise. It is recommended that you consider the data you want to store in upvise and make available to your different users. Some examples of data that you may consider reviewing are:

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Contacts > Options > User Rights

  1. Data Shared by All Users

    1. When Data Shared by All Users is checked, all Contacts and Companies are accessible by all users, even Standard Users, who can otherwise only access the data they own.

    2. Disable this to prevent “Standard Users” from accessing contact & company data

  2. Standard Users can see other user's location

    1. Disable this to prevent Standard users from seeing other users location

Manage Users > Application Rights

Although “Data Shared by all users” will hide the contact module for standard users, you can in addition to this, remove the hidethe contact app from specified users. This is done on users application rights. This may be used for Manager type users where the setting above does not apply.

Other applications can be hidden in this menu

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My Account> Roles

  1. Review each role in your database to ensure that the role includes only the form people should have access to

    1. Apply the role to individual users as required

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