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.




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