The rights on the files in Documents application

Modified on Fri, 18 Nov, 2022 at 4:40 PM

As a reminder, Documents is organized into 3 differents accessibilities storage spaces:


My documentsPrivate space only visible to yourself.
CompaniesSpace accessible by practitioners with access to the company and by company managers / employees  with their portal access accounts.
UsersIndividual shared space accessible by the practitioners and yourself.



For each of these spaces, the employees and associates of the company have the following rights:



"My documents"

 

"Companies" & "Users"

Box folder


  


Companies & “Users”

Archive folders


Add a file

Yes

Yes

Yes

Edit a file

Yes

Yes

For the author of the file

Move a file

Yes

Yes

For the author of the file

Make a new version of a file

Yes

Yes

For the author of the file

Share a file by email

Yes

Yes

Yes

Download a file

Yes

Yes

Yes

Delete a file

Yes

Yes

Yes

Permanently delete a file

Yes

No

No


The rights are liable to be subject to subsequent modifications according to the needs and developments of the module.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article