This is the only feature in Microbizz to have a setting for policies besides most modules.

For a general understanding of policies visit this section.

EDI specific policies

In this setting for policies, you can set them for team types and teams by ticking their respective boxes.

SCREENSHOT

Policies in the settings for EDI affects the list of EDIs a given team type or team is allowed to see. The three different options have the following effect:

Free:

• For team leaders: View all EDIs in the system
• For team members: View all EDIs in the system

Team:

• For team leaders: View all EDIs from the same team
• For team members: View all EDIs from the same team

Restrictive:

• For team leaders: View all EDIs from the same team
• For team members: View only the EDIs for the active user