How to set user permissions for the Outbox

It is possible to change your employee's settings to better manage the sending of documents. This article details the options and how to configure them.

Employee Profiles

To restrict an employee from being able to email documents without approval but to still be able to view, reject and send after approval simply change their permissions in the Employee Profiles. 

Navigate to the permissions tab and in the module ‘Intranet Viewer’ tick and untick the boxes in the following order (see screenshot):

Supervisors Role

In the Outbox the supervisor should sort the Document Status by: Awaiting Approval

Now they can view all documents the consultants have left waiting for approval.

View the document and if satisfied it is correct to email, click ‘Approve’ this will then queue to the consultant to email it.  To send their own documents click ‘Approve & Email’.

If the document is incorrect, click ‘Reject’ and a box will appear where you can send a message to the consultant stating why it has been rejected and reject both the client and venue copies as you would usually.

Consultants Role

In the Outbox the consultant should sort the Document Status by: Awaiting Sending

All documents that have been approved by the supervisor are now available to email by clicking ‘Email’