About the masterclass
This session will guide you through the process of creating and designing permissions in SmartNotes/Disclosure Management (SN/DM). You’ll learn how to identify required roles and permissions, build a structured permission concept, and implement this concept in SN/DM. You’ll also learn how to transfer an existing permission concept from SmartNotes to Disclosure Management. Additionally, we’ll share best practices to help you optimize your permission setup.
Target group
- Please do not attend if you already work regularly with quarterly reports and understand their structure — this session will not offer new insights for you. Join only if you haven’t worked with permissions before or have only limited experience, or if you’re unsure how they are structured and used. You should be familiar enough with the SmartNotes or Disclosure Management functionalities to understand their structures.
3 Good Reasons for Your Participation
- This Masterclass is a unique opportunity to enhance your SmartNotes expertise
- Unlock the full potential of your permission concept.
- Stay ahead of the curve by understanding upcoming features and how to prepare for them.
Preparation:
To get the most out of the Masterclass, please prepare an anonymized concept of necessary roles and permissions on a global, document- and chapterlevel. And also prepare specific questions regarding roles and permissions in SmartNotes/DM.