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K1x Ideas
Status Ready to Plan
Categories All Products
Created by Guest
Created on Feb 27, 2024

Streamline process for adding users to offshore groups & configuring instances for 7216 acceptance

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Currently the process of adding users to offshore groups and configuring instances for 7216 acceptance is very cumbersome. We need a more efficient solution to deal with the volume of instances and years we work with.


The process should only take a few minutes rather than the hours it can take now, depending on the volume of instances.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Increased efficiency, reduced time spent manually entering information.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Anyone using the Group Tenant Management tool who has numerous users and a high volume of instances

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

See the attached screen capture. It would do in this particular spot in the software what is basically K1x's core selling point -- saving CPA's time and manual effort copy-pasting, and to make their workflows more efficient.


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  • Guest
    Jul 18, 2024

    Rather than adjusting the Instance Import Template to include an Offshore Group Assignment, can all Offshore Groups be activated every time an instance is added? That seems like it may be a better solution if possible. However, that is just so that all Offshore Groups are activated for an instance, access will not be granted. Access will still be controlled via the two columns (7216 Consent, Expiration Date) within the Instance Import Template.