Personas
Personas represent job functions in your company. Each persona defines access
to functions, forms, and tools. One or more personas are assigned to each user,
depending on the job functions they perform in your company.
NOTE: To enable Encompass clients to have more control over who can access
their company’s settings in Encompass Settings, administrators can grant all
personas access to their company’s administrative settings at a granular level.
Options that correspond to each setting provided in the left panel of the
Encompass Settings screen are provided on the Settings tab provided for each
persona. Administrators can use this tab to grant the persona access to the
selected company settings.
Add/edit/delete rights are granted for all settings. For the Personas setting only,
the administrator can choose to provide view-only access or complete
(add/edit/delete) access.
NOTE: Encompass administrators must configure the desired access settings for
each persona. Non-administrator personas are not granted access to all settings
by default. If upgrading from an earlier version of Encompass, all existing access
settings configured for the persona will be migrated to the new version of
Encompass accordingly.
