Temporary access
Does your company use AMODIT for electronic document workflow? Streamline collaboration with people outside the organization who do not use the system. The temporary access module gives them secure, time-limited access to a selected case and saves your team time.
Why use temporary access?
The temporary access module makes it easy to collect information from people outside the organization. It grants a person without an AMODIT account time-limited access to a selected case, for example to complete a form and submit information.
Temporary access supports situations such as:
- employee recruitment,
- signing contracts with new contractors,
- working with external lawyers and appraisers,
- handling requests for proposals.
Benefits of temporary access for your company
AMODIT streamlines company processes and improves team efficiency. The temporary access module provides:
Time and cost savings
Create access to a single case without setting up and maintaining a full account for every external participant.
A professional image
Give contractors, candidates, and partners a professional way to collaborate with your organization and build stronger business relationships.
Easy communication
Specify which parts of a case are available, who can access them, and for how long. Information moves faster and communication stays clear.
High-quality data
Control which form fields are required and what information external participants submit. Your team receives complete, accurate data and spends less time on verification.
The temporary access module in practice
This case study shows how temporary access in AMODIT improved everyday work at a company.
Challenge: streamlining recruitment
A manufacturing company did not have a suitable tool for improving new employee onboarding. Its HR team spent considerable time collecting and processing large amounts of personal data. The company also needed to protect sensitive data sent by email or on paper forms circulating around the organization.
The screenshot shows the Polish AMODIT interface used in the source implementation.
Solution
The client implemented the temporary access module in AMODIT. HR can now share a form with candidates and collect the information required to prepare employee documentation.
The candidate receives a link to the form by email. Access to sensitive data can also be protected with an SMS code sent to the candidate’s phone, and the link remains active only for a specified period.
The collected data is used to prepare personal questionnaires, employment contracts, medical examination referrals, and initial training referrals.
The screenshot shows the Polish AMODIT interface used in the source implementation.
Implementation benefits
A candidate without a permanent AMODIT account can complete the form with the information required to finish the hiring process. HR gained a convenient tool for collecting data while protecting it during processing. The company reduced the team’s workload and improved data collection.
The screenshot shows the Polish AMODIT interface used in the source implementation.
Temporary access module: requirements
Module license
temporary access
Process configuration
for the process that will use temporary access
SMS API integration
when SMS code authentication is required
Infrastructure open to external access
or another way for users outside the internal network to connect; applies to on-premises installations
with one of our specialists. We will show you step by step how to implement the temporary access module in your company with AMODIT.
Frequently asked questions about temporary access in AMODIT
1What is temporary access in AMODIT?
Temporary access grants a person outside the organization who does not have an AMODIT account time-limited access to a specific case, for example to complete a form and submit information.
2When is temporary access useful in AMODIT?
It supports processes such as candidate recruitment, signing contracts with contractors, working with external lawyers or appraisers, and handling requests for proposals.
3What benefits does temporary access provide?
It saves the time and cost of creating full accounts, provides a professional way to work with external participants, makes the scope and duration of access clear, and helps collect complete data through required form fields.
4How does temporary access work in recruitment?
HR starts a new case, such as a personal questionnaire for a job candidate, enters the candidate’s details, and shares the case through a link. An optional SMS code protects access, which expires after a specified period.
5What are the technical requirements for the module?
The module requires a temporary access license, a configured business process, integration with an SMS API when SMS codes are used, and infrastructure that allows external access, such as a DMZ for an on-premises installation.
6Does an external participant need an AMODIT account?
The participant receives a unique case link and a one-time SMS or email code, so no permanent account is required. The system creates a technical temporary account that expires according to its settings.
Which areas can you improve
IN YOUR COMPANY?
Financial
area
Automate financial processes and avoid errors caused by manual work.
HR
area
Keep all employee data in one place by automating HR processes.
Legal
area
Streamline legal work by organizing contracts and amendments in one system and giving the team convenient access to information.
Administrative
area
Reduce delays, errors, and lost documents by automating administrative processes.
IT
area
Streamline IT work with easy project monitoring at every stage.