How a Manager Can Get Permission to View Technical Accounts Guaranteed by Their Subordinate
1. In the left menu, click on the Roles tab.
A list of roles will appear.
2. In the list of roles, find your role and click to open its detail.
To search for a role, you can use the Name, Code, or Description fields.
The window for the selected role will open.
3. In the left menu within the Role Detail window, click on the Permissions tab.
The Assigned Permissions window will appear.
4. On the right in the toolbar, click the Add button.
The New Permission wizard will appear.
Since this operation requires using a transitive evaluator instead of the standard evaluator, do not fill in the Permission field.
5. In the New Permission wizard, fill in the following fields:
- Agenda / Entity Type: (TechnicalAccount)
- Permissions: Read
- Evaluator Type: TechnicalAccountByGuarantorTransitiveEvaluator.
6. Click the Save button.
Stepresult: The supervisor can now view the technical accounts guaranteed by their subordinate.