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- Helpdesk
- HinSchG module (Hintbox)
- Processing a note
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lawcode Suite
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HinSchG module (Hintbox)
- Your first steps with the whistleblower module (Hintbox)
- Submitting information as a stakeholder or compliance Manager
- Dashboard
- Processing a note
- Subsidiary management
- Rights & roles
- User management
- General system settings
- Categories & Process steps
- Legal texts
- E-Mail texts
- System restore
- Evaluations
- User Profil
- Text editor
- Event log
- Restore password
- Dynamic form
- Dynamic form for basic Hintbox
- Single Sign On (SSO) Configuration
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LkSG Module
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CSRD-Module
How can I release a report to case handlers with the “Reader” role?
This chapter explains how you can release the notes to a case handler with the “Reader” role.
Clicking on "..." opens the selection of actions.
You want to share a single report with a user with the reader role. Then simply click on "Share report".
Then the dialog opens where you can select the different users with the reader role for a single report. In order to be able to select the desired users, you must make sure that the user has access to the respective area, client and matter. You can select the users with one click.
The selected user will be grayed out, with a click on Share you can now specifically share the individual report to the selected report.
The reader is now in the existing permissions. Click on Assign rights to adjust the rights of the reader in relation to the report.
If the rights have been adjusted, click on Save.