The capability to view, upload, modify, or delete documents linked to a particular file type—whether pertaining to a user, a client, a claim, or the Application Documents—depends on user roles or user permissions. This means that not every user has the authority to change these documents, as such actions are rigorously regulated by the permissions allocated to each role or user within the system. Each role possesses its own distinct set of functionalities, ensuring that sensitive information is handled solely by those individuals who are authorized.
A user designated as an Owner or Administrator can navigate to the appropriate document manager and determine which roles/users possess the permissions for each file type accessible within the document managers (User; Client; Claim; Application Documents.)
This is crucial for maintaining the integrity and security of the documents, as it creates a defined hierarchy of access and accountability. Please consult the following video tutorial for assistance with managing user access, which will provide comprehensive steps for supervising permissions within your document management system.
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