Assignments
In Varicent Incentives, you can assign access, sign-off, or Inquiry Workflows to Reports, documents, and web forms directly from the Portal Access module. If necessary, you can assign the same tree multiple times.
When you assign access, sign off, and inquiry trees to Reports, documents, and web forms, consider the following details:
- Document assignment
Any documents that are added to the Managing files window are listed in the Assignment tab and can be enabled for web review. When you assign trees to documents, keep in mind that access to the document is either granted or denied, and you cannot give partial access to a document. For this reason, the trees that you use to define document access must contain only one group.
- Web form assignment
All web forms that are created and saved are listed in the Assignment tab. When you assign trees to web forms, keep in mind that you cannot give partial access to a web form through Portal Access. For this reason, the trees that you use to define web form access must contain only one group. To restrict web form access, assign restrictions directly to the form through the Web Forms module.
- Presenter report assignment
All Presenter Reports that are created and saved are listed in the Assignment tab. When you assign trees to Presenter Reports, keep in mind that you cannot give partial access to a Presenter report through Portal Access. For this reason, the trees that you use to define Presenter report access must contain only one group. To restrict Presenter report access, assign restrictions directly to the report through the Presenter module.
To create an assignment:
Navigate to the Portal Access module and select the Assignments tab.
Find the report, document, file, or web form for which you wish to assign access, sign-off, or inquiry tree permissions.
To assign the document's permissions, use the drop-down menu next to the file in the respective "Access" column.