Persona Settings to Control User Access to Custom Forms, Custom Tools, and Global Custom Tools
A Web Version settings tab is provided in the Personas settings in Encompass. Administrators can use these settings to configure user access to custom forms, custom tools, and global custom tools in the web version of Encompass that have been built using the Encompass Web Input Form Builder.
Administrators will use the Custom Forms, Custom Tools, and Global Custom Tools sections of this tab to control the custom forms, custom tools and global custom tools that users can access in the web version of Encompass.
Important Note: By default, no personas (with the exception of the Super Administrator) will have access to the custom forms, tools, and global custom tools. In order for the web version of Encompass users to have access to these items, the administrator must update their persona settings to grant them access to these items.
To Grant Persona Access to Custom Forms, Custom Tools, and Global Custom Tools:
1. On the menu bar,click Encompass,and then click Settings.
2. On the left panel, click Company/User Setup, and then click Personas.
3. In the left panel, select a persona.
4. Click the Web Version tab.
5. The Custom Forms section lists each custom form in the web version of Encompass that has been built using the Encompass Web Input Form Builder. Select each form that the persona can access.
6. In the Custom Tools section, the custom tools in the web version of Encompass that have been built using the Encompass Web Input Form Builder are listed. Select each tool that the persona can access.
7. In the Global Custom Tools section, the global custom tools in the web version of Encompass that have been set up in the Encompass WebInput FormBuilder are listed. Select each global custom tool that the persona can access.
