Scenario:
A client would like the ability to send secure files
For receiving secure files, use the Generic File Receiver role
Role Name:
File Sender
Internal or External Role?:
Both
Description / Role Privileges:
Ability to send secure files
Relevant SmartDashboard, Product or System:
System
Menu Options:
File Manager
Submenu Options:
N/A
Role Sees (what they can see):
Access to the File Manager tab in Reward Manager
Role Edits (detailed list of tasks):
Ability to Send Secure Files. The user has access to the File Manager tab in Reward Manager and can send secure file to their engagement manager, the client support team, the implementation team.
Can view history of uploaded files, including description and log and can download or forward.
How to Configure the Role:
To be added