Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How can I modify access to shared folders?
- Can I increase my Document manager storage capacity?
Who has access to the documents?
General roles (Owner, General admin, and HR) will have access to all employee folders in the Document Manager. Employees can access their own folders to view the documents the company shares with them.
On the other hand, specific roles (Manager, Workplace admins, and Department admins) will only have access to the general folders of the employees they manage. Access changes for shared folders because you, as an admin, can limit access to lower roles in shared folders.
You can enable or disable this switch by following this route:
Configuration >> Automations >> User accesses
When the switch is disabled:
- No specific roles (Manager, Department administrator, and Workplace administrator) will be able to access other employees’ shared folders.
- The shared folders will not be displayed.
- Only the general folders of the employees they manage will be displayed.