Permission Approval

1 List Data

The list shows the requests to access the customer's data for which the current user has editing permission.

2 Request Approval

2.1 Review

Step 1: On the right side of the data row, click on "more ···" and then click "View".

Step 2: Enter the approval comment and then select the approval action.

Remark:

• Internal message alert: When enabled, the approval results are sent to the applicant; otherwise, the applicant will not receive any approval results.

2.2 Approved

Enter the approval comments and click "Approve".

The system will prompt [Successful approval].

and return to the Permission Approval list automatically.

2.3 Reject

Enter the approval comments and click "Refuse".

The system will prompt [Successful approval].

and return to the Permission Approval list automatically.

3 Data Operation

3.1 View

Step 1: Open the details page, and it will appear in a new tab.

Option 1: Click on the data row directly.

Option 2: On the right side of the data row, click on "more ···" and then click "View".

3.2 Delete

3.2.1 Single Delete

Step 1: On the right-side of the data row, click more ···, and click "Delete".

Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.

3.2.2 Batch Delete

Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.

Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.

Deletion success notification pop-up box

4 Filtering/Search

4.1 Filtering

4.1.1 Exists Filter

The filter function allows users to refine or narrow down the data list based on the selected criteria.

4.1.2 Create new filter

Users can save their preferred filter by entering/selecting the condition and click "Save" or "Save and Search" to be directed to the result straight away.

Step 1: Click on the icon next to the search box.

Step 2: Fill in the relevant condition and click on "Save".

A new filter condition will be created.

The filter name can be changed by clicking on

Click on the save icon when completed.

New filter is created.

In the Advance Search, click on the (X) to delete the filter.

4.2 Search

4.2.1 Simple Query

The users is able to filter customer with customer name that are similar/matched to the text entered in the search box.

4.2.2 Advance Query

The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria. Step 1: Click on the icon next to the search box.

Step 2: Fill in the relevant condition and click on "Search".