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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 |
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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 |
My Account> Roles |
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