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Coachview Knowledge Base

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User in Coachview

User in Coachview: introduction

Why?  A person who wants to use Coachview will need to be created as a user. What happens? This user gets a login name, creates his own password and gets access. A user who logs in will see the different menu items in the menu. What a user gets to see and what the user can do is controlled by a...

Create new user

Every employee who will use Coachview will be called a user. This user must therefore have a login name and a password. In addition, you have to indicate which functions and modules this user will have available. A user who logs in, will see the various functions as menu items, as assigned by on...

Add user roles

In Coachview you can assign the same rights to different users via so-called 'user roles'. With a user role you define which functionalities a user has rights to. You can also choose to assign extra or different roles to different users. This determines whether they have rights to more...

User in Coachview: financial authorisation

Assigning modules to users (via the roles) can have financial consequences. As soon as a role has been assigned to a user that contains one or more modules with financial consequences, a message appears stating that this user still needs to be financially authorised. The user in question will no...

User in Coachview: overview modules, functions and rights

The overview below lists all modules and underlying permissions, including menu items associated with them: ModuleEntitlementsMenu (function group > Function)Description IP Financial Management Financial > Method of payment Financial > VAT Financial > Unit Financial > Led...

User in Coachview: special authorization

It is possible to create a 'special' user with a so-called 'special' authorisation. Restricted access can be given to third parties (e.g. clients or teachers): Course definitions and the resulting training. Documents. Restricted means: only predetermined types of educa...

User account policy: 1 per person.

Why? We always link a user account to a real person. This allows us to better guarantee the security of your account and company data: Someone only has access to company data through authentication. You can follow the actions of the users by the stamps they leave behind. When someone leaves s...