Manage access rights by business profile on company archive tree

Modified on Wed, 22 Feb 2023 at 04:19 PM

Functionality reserved for the document manager administrator  

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:
Deed of Pledge
Insurance
Life insurance contract endorsement
Life insurance contract
Life insurance situation

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: It is possible to search for business profiles
It is also possible to hide or show several columns at once by clicking on "Hide All" or "Show All".