Functionality reserved for the document manager administrator
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How do I configure access in the DMS?
The accesses in the DMS are managed in the "Settings" section, then "Company archive management".
If you want to add or delete an access :
Select the checkbox corresponding to the type of document and the business profile
Or uncheck the checkbox corresponding to the type of document and the business profile
Tip: It is possible to add or remove accesses to all document types in a folder by selecting or deselecting the checkbox corresponding to the folder.
Example:
If I click on the checkbox for the "Insurance" folder for the "Audit" business profile, then the "Audit" business profile will have access to all document types in the "Insurance" folder, i.e:
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The accesses are saved as soon as they are modified and are applied to all users of the accounting firm.
It is necessary for the user to log out for the new accesses to be applied. |
How do I hide or show business profiles?
It is possible to choose which business profiles to show or hide:
Click on "
" which is displayed over the column headers (Name, practitioner business profiles, client business profiles)
Click on "Show columns"
Select the business profiles to be displayed or hidden
Tip:
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