Who this is for: System administrators with 'System Admin' role permissions.
Overview:
This guide explains how to enable file attachments for specific absence types on a per-user basis, including mandatory uploads and file type restrictions.
How User-Specific Attachment Settings Work:
You can control whether a user can upload, view, or delete attachments for specific absence types. This is useful for compliance (e.g., requiring medical certificates) or internal documentation.
How to Set Up User-Specific Attachment Settings:
- Go to Admin Tools > Admin Panel > Users > User Overview.
- Search for or browse to the user needing updates and click Edit.
- Select the Absence Types tab.
- Locate the absence type (use the search filter if needed) and click Edit next to it.
- Under Attachment settings, configure:
- Allow file attachments: Enable/disable uploads.
- Enforce file attachments: Make uploads mandatory.
- Allow multiple file attachments: Permit more than one file.
- Include attachments in emails: Add file links to notifications.
- Allowed attachment types: Restrict file formats (e.g., PDF only).
- Under Attachment Permissions, set:
- Can upload attachment
- Can view attachment
- Can delete attachment
- Click Save User at the top right.
Additional Information:
- Key Terms:
- Enforce file attachments: Makes documents mandatory for the absence type.
- Allowed attachment types: Limits uploads to specified formats (e.g., .pdf, .jpg).
- Permissions: Requires 'System Admin' role.
- Tip: Use "Enforce file attachments" for compliance-critical absences (e.g., medical leave).
- Reminder: User-level settings override Template/Global settings for the specified user.
- Search Tip: Use the platform’s search function to quickly locate "User Overview" or absence types.