Limited Folder Access by department

Follow

Elizabeth Plants

• November 28, 2018 18:42

We would like to be able to utilize SkySlope to go "paperless".  In order to do this, we would need secure folders within existing transactions to have limited access for the people who created the transaction.  We would like to be able to secure them by department, i.e. Accounting, Legal, etc.  Currently, all the staff have admin access, allowing them to view everything.  Is there a way to create tiers of access?

Thank you!

0

• 

  Taylor

  • November 28, 2018 18:49

  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.

  0

  Comment actions Permalink
• 

  Elizabeth Plants

  • November 28, 2018 18:54

  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.

  0

  Comment actions Permalink
• 

  Taylor

  • November 28, 2018 18:58

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

  0

  Comment actions Permalink
• 

  Therese

  • November 28, 2018 19:11

  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.

  0

  Comment actions Permalink

Please sign in to leave a comment.