Overview: Compliance allows store managers to use profiles to manage permissions for modules, forms, and checklists; that way, they can control access and maintain data security.
Notes: To set up a profile in Compliance, you will first need to create a Mapal OS profile in the Configuration tool and enable it for Compliance.
To know more about this process, see Manage user profiles in Mapal OS.
Start from: The Compliance dashboard.
Select People > Profiles from the main menu.
Here you will see the profiles created in Mapal OS and enabled for Compliance.
Select the name of the specific profile you want to grant accesses to.
A list with all possible permissions will unfold.
To grant access to modules, forms, and checklists, toggle the following options:
Manage forms centrally, access to "Forms" page
Manage modules centrally, access to "Setup" page
Manage tasks centrally (create, copy, delete, restore)
Manage tenant tasks
Manage re-opening form
Manage tasks locally ("management mode"), manage actions with location (create, copy, activate/deactivate). Can see and acknowledge procedure updates is available to your tenant.
When you are done granting accesses to that profile, you can go back to Mapal OS and assign the profile to the respective user or users.
To know more about how to assign profiles in Mapal OS, see Assign user profiles in bulk on Mapal OS.