Files

The Files Module is represented by a briefcase icon, and is where users can access all the files that have been uploaded and shared with the user.

Files Files Module Permissions

Employees with the following permissions have various levels of access to the Files module. These permissions can be enabled via the Permissions module.

  1. Access
    • Basic access to the Files module
  2. Authorizations > Access (Basic)
    • Access authorizations tab in billing, with rights to see any authorizations they are a part of
  3. 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
  4. Authorizations > Manage
    • Add, edit, or remove authorizations from files
  5. Authorizations > Manage Templates
    • Manage re-usable authorization templates
  6. Document Management > Classify Documents
    • Classify existing documents using document management templates
  7. Document Management > Manage Templates
    • Add, edit, and remove Document Templates
  8. Document Management > View Report
    • Access to the Document Management Report
  9. File > Download
    • Ability to download files
  10. Files > Manage
    • Edit and delete files that are shared with the grantee
    • This also allows employees to delete authorizations, as authorizations become files
  11. Files > Manage Organization Labels
    • Add, edit, and remove organization labels
  12. Files > Upload
    • Upload files
  13. Files > Use Organization labels
    • Add and remove organization labels to and from files

Click here to learn about other permissions.