How are accesses managed in the DMS?
Accesses in DMS are managed according to the following hierarchy:
The Document Manager Administrator manages access to a document type according to business profiles.
Managers can create customized accesses for a user on a company.
Documents can be confidential.
What is a business profile?
A business profile is a speciality related to the user's business. It is assigned to a user for a company.
The default business profiles are determined when the user is created in the Admin application.
It is also in the Admin application that the business profiles are associated with a user for a company.
They are then synchronized in the Documents application.
Business profiles are not configurable. |
List of business profiles for practitioners:
Manager (default business profile)
Practitioner (default business profile)
Advisory
Audit
Bookkeeping
HR
Legal
Payroll
Tax
Wealth management
List of business profiles for clients :
Administrator client
Standard client
CEO
CFO
Administrative department
Bookkeeping department
Bookkeeping manager
Financial department
Financial manager
HR department
HR manager
Legal manager
Legal department
Sales department
Sales manager
Tax department
Tax manager
The managers are the partner, the manager and the client manager defined on the company in the Admin application.
They have access to all types of documents and documents even if business profiles are added to them. |
Example
The company "Lifeguard" has commissioned the accounting firm "Accounting" for accounting and payroll engagements.
Within the "Lifeguard" company, there are :
Jeanine Le Blanc: CEO (director client)
Alex Main: accountant (standard client)
Within the accounting firm "Accounting", there is: Tom green: partner (client)
Tom green: partner
John Doe: manager
Elise Lee : client manager
Thierry Plaz : bookkeeping practitioner
Eric Dufour : payroll practitioner
The accounting firm "Accounting" has defined the company archive tree and accesses of its DMS as follows:
In order to respect the accesses according to the jobs of each one, a practitioner assigns them the following business profiles:
Tom Green: manager (default business profile)
John Doe: manager (default business profile)
Elise Lee: manager (default business profile)
Thierry Plaz: Bookkeeping
Eric Dufour : Payroll
Jeanine Le Blanc : CEO
Alex Main: Bookkeeping manager
This configuration implies :
Tom Green as manager has access to all document types
John Doe as manager has access to all document types
Elise Lee as manager has access to all document types
Thierry Plaz with the business profile "Bookkeeping" has access to the following document types
Purchase
Sale
Bank statement
Annual account
Permanent bookkeeping document
Eric Dufour with the business profile "Payroll" has access to the following document types
Pay slip
Legal statement receipt
Contract
Annual statement
Labor agreements
Jeanine Le Blanc with the business profile "CEO" has access to the following document types:
Purchase
Sale
Bank statement
Annual account
Permanent bookkeeping document
Official registration document
Tax declaration
Annual statement from "Tax" folder
Pay slip
Legal statement receipt
Contract
Annual statement from the "Payroll" folder
Labor agreements
Alex Main with the business profile "Bookkeeping manager" has access to the following document types:
Purchase
Sale
Bank statement
Annual account
Permanent bookkeeping document
Tax declaration