In some instances, your visitors may not have an email address, but you'll still want to know their identity. This is where an Employee Number Security Rule can be used instead, as they simply enter their unique identifier in the format required before gaining access to a document.
Contact our Support team if you would like to set up this type of Security Rule, as an additional setting will need to be applied for you first.
How to create an 'Employee Number' Security Rule
Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Security Rules’.
Select the ‘Add’ button.
Start by entering a name for the Security Rules in the 'Details'.
💡 Make sure the name is clear and recognisable so you know which Security Rule you're looking for when you wish to add it to a Document.
Select the 'Emp. No.' tab.
Select the 'Employee Number Required' checkbox.
Employee Number Settings
Remember Employee Number
Select if you would like the option to remember the readers employee number
Domain
There should only be one option here. It is a dummy domain used to input your readers employee number into the Analytics of your version. If no option displays please contact our Support team.
Employee Number Format
Use this option to enter a format that your readers must input for their employee number. The reference table can be found below, but our Support team would be happy to help if you are unsure how to set this up.
Field Name
This will default to 'Employee No.' but can be altered to wording of your choice. For example, 'Staff ID number'.
💡 Display the cover of the Document and add add Help Text of your choice to the login screen to ensure the best experience for your visitors.