In this article, you will learn:

  • What is Employee Document Access

  • How to switch on Employee Document Access feature

  • How to select which documents employees can view

  • How to assign access to a manager role

  • How employees can access their documents

What is Employee Document Access

Employee Document Access is the ability for employees to access their own documents stored within their employee profile. Employees now have the ability to access this by signing into their Employee Portal.

How to switch on Employee Document Access feature

Please note: Only Admins on the account can access the following settings.

  1. Sign into bizimply.com as Admin

  2. Click your name/email address at top right of screen

  3. Select 'Settings' from the drop down menu

  4. Click on 'Employees' from the list of categories on the left

  5. Select 'Personal Settings' from the drop down

  6. In the 'Additional Tabs' section, switch the Documents field to On

  7. In the 'Employee Portal' column, tick the 'View' option

How to select which documents employees can view

Once the feature has been switched on by an Administrator, you can assign employee's access to their documents using the steps below.

  1. Click into the 'Employees' tab

  2. Search for relevant employee and click into their employee profile

  3. Click into the 'Documents' in their employee profile

  4. In the 'Employee Access' column, tick the relevant documents you wish for the employee to see

  5. You can also tick the box beside 'Employee Access' if you would like the employee to view all documents included in their profile

How to assign access to a manager role

You may want your managers to be able to select which documents the employees can view as outlined. If so, you can assign manager roles access to this using the steps below:

  1. Sign into bizimply.com as Admin

  2. Click your name/email address at top right of screen

  3. Select 'Account Access' from the drop down menu

  4. Click the orange edit icon beside the relevant role e.g. Manager

  5. Scroll down to 'Employees' section and click 'Choose Options'

  6. Tick the 'Allow Document Access' option as shown in image below

  7. Click save at the bottom of the screen

How employees can access their documents

  1. Sign into bizimply.com using your email address and password

  2. Click into your Employee Portal

  3. Click into the 'Your Profile' tab at the top of the screen

  4. Next click into the 'Documents' tab in the employee profile

Related Articles:

How do I invite my employees to Bizimply

How do I give or restrict access to Bizimply

How do I restrict who can view or edit information on Employee Profiles

Did this answer your question?