Objectives:

  • Learn how to create Due Diligence forms with access restrictions


Setting up your Access restrictions feature:



  • Login as a Super Admin user
  • Click on organisations - Do this just so you can be able to see the tool bar on the left side of your screen:




  • Click on Due Diligence:


  • Scroll down until you see the "Create" button



  • You will be taken to a page where you can create a new organisation Due Diligence - Before creating a new from, you will be requested to set up your restrictions



 How to limit Forms to types of organisations


Upon setting up every new Validation/Due diligence form you will be required to choose "allowed organisations types". Make sure that your organisation types are set up correctly for the rules to apply accordingly.


 


To read up more about this feature click here: Validations rules Feature