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Giving Access to the Documents feature
Giving Access to the Documents feature

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

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a week ago

In this article, you will learn:

  • 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.

How to give access to the Documents feature within Bizimply

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

  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

What Each Permission Means

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

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

Related Articles:

Uploading documents to the Documents feature

How to give Employees Access to Company & Location Documents

File virus scanning


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