Supervisor Import File Mode - Normal vs Restrictive

Supervisor Import File Mode - Normal vs Restrictive

Normal Mode (default setting)

The "Normal" setting is used when you want the supervisor file to manage supervisor-based notifications without limiting access to records.


Restrictive Mode

The "Restrictive" setting allows the supervisor to view all members in their group, but prevents group members from viewing the supervisor.

This setting is necessary when staff submit records to their supervisor, and the supervisor may also have a record for the same form.  The Restrictive mode ensures that group members do not see their supervisor's record,   In contrast, the "Normal" setting would allow group members to view each other's records, including the supervisor's.

To update the setting, navigate to the Configuration module and open the Data Integration card.  The setting will apply to all forms access within the tenant.




    • Related Articles

    • Security and Access Settings Guide

      This guide explains each security and access setting in the system, including its purpose, where it’s found, the available options, and typical use cases. Setting: Tenant Supervisory Setting Purpose: Notifications routed to the direct supervisor. ...

    • The Data Management Module - Configuring a Staff Retention Policy

      Each staff member or other role can be configured with a specific data retention policy. Setting a New Policy Click Staff/Other in the "Persons Retention" menu on the left. Click Add New Policy in the upper right. On the next screen, choose the role ...

    • Best Practices for Secure Messaging: Email vs. In-App Notifications

      In an ever-evolving landscape of privacy and security, ensuring the proper handling of sensitive information should be a top priority for anyone configuring notifications and communications on the platform. Each region and country has its own laws ...

    • The Data Management Module - Applying Holds to Students or Staff/Other

      Placing a Hold on Deletion At the beginning of each month, you should review the list of individuals scheduled for deletion. If you find someone whose record should not be removed, you can easily place a temporary hold on their data. To Place a Hold ...

    • How to Upload Bulk Images

      The Bulk Image Upload page right is required to use this feature. Bulk Image Upload provides the ability to upload Person images in bulk. To upload multiple images, the image name must match the person’s proprietary ID or local ID. Images can be ...