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Enabling and configuring file attachments for an absence type at a user level.

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:

  1. Go to Admin Tools > Admin Panel > Users > User Overview.
  2. Search for or browse to the user needing updates and click Edit.
  3. Select the Absence Types tab.
  4. Locate the absence type (use the search filter if needed) and click Edit next to it.
  5. 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).
  6. Under Attachment Permissions, set:
    • Can upload attachment
    • Can view attachment
    • Can delete attachment
  7. 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.

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