Bizimply

How to give access to the Documents feature within Bizimply

- How to give access to the Documents feature within Bizimply
- What does each permission mean

Please note: Document Management is part of the Operations Management Suite on Bizimply.

Please note: You will need account administrator access to give this permission to other employees within the system.

Ensure that the 'Document Management' feature is turned on within the App Center 

Click on the dropdown menu on the top right of the screen 

Within Location Roles, choose the role that you wish to give access to 'Documents' to by clicking on the orange pencil icon 

Scroll down to 'Documents' and turn this feature to 'On' 

Click the blue 'Choose Options' dropdown 

Tick and untick the options are required for this role

1. Login to your Bizimply account 
2. Ensure that the 'Document Management' feature is turned on within the App Center 
3. Click on the dropdown menu on the top right of the screen 
4. Click on 'Account Access' 
5. Within Location Roles, choose the role that you wish to give access to 'Documents' to by clicking on the orange pencil icon 
6. Scroll down to 'Documents' and turn this feature to 'On' 
7. Click the blue 'Choose Options' dropdown 
8. Tick and untick the options are required for this role

Company Level Documents (Documents viewed by all locations):

View Documents: User will be able to View the Documents added to Company Documents section

Add Documents: User will be able to Add documents to the Company Documents section

Edit Documents: User will be able to edit the documents added to Company Documents section such as change name

Allow Employee Access: User will be able to select which Company Documents can be viewed by all employees in their employee portal

- View Documents: User will be able to View the Documents added to Company Documents section
- Add Documents: User will be able to Add documents to the Company Documents section
- Edit Documents: User will be able to edit the documents added to Company Documents section such as change name
- Allow Employee Access: User will be able to select which Company Documents can be viewed by all employees in their employee portal

Location Level Documents (Documents viewed within specific locations):

View Documents: User will be able to View the Documents added to Location Documents section

Add Documents: User will be able to Add documents to the Location Documents section

Edit Documents: User will be able to edit the documents added to Location Documents section such as change name

Allow Employee Access: User will be able to select which Location Documents can be viewed by all employees in their employee portal

- View Documents: User will be able to View the Documents added to Location Documents section
- Add Documents: User will be able to Add documents to the Location Documents section
- Edit Documents: User will be able to edit the documents added to Location Documents section such as change name
- Allow Employee Access: User will be able to select which Location Documents can be viewed by all employees in their employee portal

<a href="https://support.bizimply.com/en/articles/4146561-uploading-documents-to-the-documents-feature" target="_blank" rel="nofollow noopener noreferrer">Uploading documents to the Documents feature</a>

<a href="https://support.bizimply.com/en/articles/6923172-how-to-give-employees-access-to-company-or-location-documents" target="_blank" rel="nofollow noopener noreferrer">How to give Employees Access to Company &amp; Location Documents</a>

<a href="https://support.bizimply.com/en/articles/4431263-file-virus-scanning" target="_blank" rel="nofollow noopener noreferrer">File virus scanning</a>

Give your employees access to view, edit or add documents to the company level or location level documents.

How to give access to the Documents feature within Bizimply

What Each Permission Means