Topics – SkySlope Support

Limited Folder Access by department

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4 comments

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    Taylor

    You can just change their permissions to "agent". Go to your admin portal by clicking your name at the top right of your home page and click "admin". Then go to "manage agents" and you can click each one to change their access.

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    Elizabeth Plants

    Thanks for your response, but the staff need to have more than just "agent" access.  They are the ones creating and entering all the pertinent information.  I just need to be able to dump the confidential paperwork showing how the file was closed out in accounting.

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    Taylor

    My apologies clearly I didn't read thoroughly enough. I see what you mean now! That would be a great option.

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    Therese

    I agree, there should be limited access to certain documents such as verification of funds, any other sensitive documents that may have SS numbers, or personal info. this becomes a problem when we send a close file link to our client after COE, and all information is in the file.

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