Employees with the following permissions have various levels of access to the Files module. These permissions can be enabled via the Permissions module.
- Access
- Basic access to the Files module
- Authorizations > Access (Basic)
- Access authorizations tab in billing, with rights to see any authorizations they are a part of
- Authorizations > Access (Full)
- Access authorizations tab in billing, with rights to see all authorizations of people in their organization’s network, as well as authorized amounts
- Authorizations > Manage
- Add, edit, or remove authorizations from files
- Authorizations > Manage Templates
- Manage re-usable authorization templates
- Document Management > Classify Documents
- Classify existing documents using document management templates
- Document Management > Manage Templates
- Add, edit, and remove Document Templates
- Document Management > View Report
- Access to the Document Management Report
- File > Download
- Ability to download files
- Files > Manage
- Edit and delete files that are shared with the grantee
- This also allows employees to delete authorizations, as authorizations become files
- Files > Manage Organization Labels
- Add, edit, and remove organization labels
- Files > Upload
- Files > Use Organization labels
- Add and remove organization labels to and from files
Click here to learn about other permissions.