[4.52] Edit observers (optional)
In the MOXIS settings, users can grant other MOXIS users access to signature or approval processes under the menu item ‘Edit observers’. Please note: observers have no possibility to intervene in the processes they can see – they only have read access.
1. Configuring observers in MOXIS 4.52
To configure observers for your folder, simply click on the [+ Add observer]-button. A mask will then open in which you can configure the following data (see figure 1):
Type: Choose between the signature quality you want the observer to be allowed to observe
Name of folder: The folder will be displayed to the observer under this name.
Observer: Please enter the person’s name you want to have access to your folder. If you enter the first few letters of the name, the corresponding user will be displayed.
Please note: Each of these fields is a mandatory field. Click on the [Save]-button to save your changes.
Figure 1: Add observer
To edit a viewer, click on the pencil icon in the observer overview (see figure 2 [1]). To delete an observer, click on the cross icon (see figure 2 [2]).
Figure 2: Users edit and delete in MOXIS
2. Access for observers
For authorised observers, the option for viewing is displayed in the side menu in the order overview under the item To observe and the corresponding folder.
XiTip
Please note: MOXIS offers the option of marking iteration levels as private. Observers do not have access to such iterations. A use case for this would be, for example, sending an employment contract in which no access to private data or the salary of a new employee should be seen by anyone else but the new employee and the HR.