In this article you will learn:

  • How to give access to the Documents feature within Bizimply

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 'Documents' feature is turned on within the App Center
  3. Click on the dropdown menu on the top right of the screen
  4. Click on 'Roles'
  5. 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

Related Articles:

Uploading files to the Documents feature

File virus scanning


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