This action allows you to set up a folder as “VIP”, in order to restrict access to the folder to a list of defined collaborators, and manage the confidentiality of the folder. Practitioners who don’t have rights to a VIP folder will not be able to access to its information.
How to define a folder as a VIP?
From your Portfolio, select the folder to configure in the “Companies” menu
Add the folder to your favourites
Once it is in your favorites, go to the “Information” menu
Select the “VIP” option in the “Client type” field
Confirm by clicking on “Save”
How to define access to VIP folders?
Access to the VIP folder is managed from the “Practitioners” menu of the folder. All practitioners who appear in this list have unrestricted access to the folder.
To add a new collaborator, you must:
From the VIP folder, go to the “Practitioners” menu
Click on the + button at the bottom right
Search and select the collaborator(s) to add
Confirm by clicking on “Add”
Conversely, to remove one or more collaborators from the list, you must:
Select the collaborator(s)
Click on the “Delete” button
Then validate your choice by clicking on “Confirm”
Once the practitioner has access to the VIP folder, he can add a new practitioner to authorize him to access the folder. |