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.
- Login to your Bizimply account
- Ensure that the 'Documents' feature is turned on within the App Center
- Click on the dropdown menu on the top right of the screen
- Click on '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