[v4.53] OPTIONAL: Edit observers
Content
In the MOXIS settings, users can grant other MOXIS users access to signature or approval processes under the menu item Edit viewers. This article will explain this topic in more detail.
XiTip
Please note: Viewers have no ability to interfere with the processes visible to them – they only have read access.
1. Configuring observers
To configure obervers for your folder, simply click on the [+ Add observer] button. A window will open in which you can configure the following data (see figure 1):
Type: Choose between your personal signature folder or approval folder, or select both.
Folder name: This is the name under which the folder will be displayed to viewers.
Observer: You grant this person access to your folder. When you enter the first few letters of the name, the corresponding user will be displayed.
Figure 1: Add observer
Please note: Each one of these fields is mandatory. Click on the [Save]-button to save your changes.
To edit an observer, click on the pencil icon in the Edit observ overview (see figure 2 [1]). To delete a viewer, click on the X icon (see figure 2 [2]).
Figure 2: Edit and/or delete observers in MOXIS
2. Access for observers
For authorised observers, the option to view the file is displayed in the page menu in the job overview under For viewing and the corresponding folder.