Customize a user access

Modified on Wed, 22 Feb, 2023 at 4:20 PM

How do I view DMS user access?

User access to DMS can be accessed from a company:

Select a company

Click on the "Access rights" card
- The "Business profile" tab allows you to consult the accesses of each business profile as well as the lists of users having this business profile
- The "Customized access" tab allows you to create customized access to the customer file

If the checkbox:

is unchecked then the user does not have access to the document type
has a vertical line then the user only has access to confidential document(s)
is checked then the user has access to all documents related to this type of document
- for a practitioner, all documents with no restriction
- for a client, all non-confidential documents and confidential documents to which he is authorized

The accesses displayed depend on your own accesses. You can only see the document types to which you have access and your user type:managers see:all document types
the accesses of all business profiles
the list of users of all business profiles
practitioners see :the document types to which they have access
the accesses of all business profiles
the list of users of all client business profiles
client administrators see :the document types to which they have access
the accesses of the client business profiles
the list of standard clients of client business profiles
standard clients do not have access to this interface

How do I change a user's access?

It is possible to modify a user's access to a company and thus create a "customized" access.

There are 3 ways:

1. From the "Business profile" tab, click on the user's avatar and then on the "+" button

2. From the "Customized access" tab, click on the "+" button next to the user's name

3. From the "Customized access" tab, click on "+ Add" and select the user

Once the user is selected :

Select the checkbox corresponding to the type of document you want the user to have access to
Or uncheck the checkbox corresponding to the type of document to which you do not want the user to have access

The accesses are saved as soon as they are modified.It is necessary for the user to log out for the new accesses to be applied.

Tip: It is possible to add or remove accesses to all document types in a folder by selecting or deselecting the corresponding folder checkbox.

You can customize accesses only on the document types you have access to and according to your user type:managers can customize access for all users on all document types
practitioner can customize access for administrator and standard clients only on the document types to which they have access
administrator clients can customize standard client access only to the document types to which they have access
standard clients do not have access to this interface