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Created By Elizabeth Plants
RequesterWe 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 Votes
4 Comments
SkySlope Support posted over 1 year ago Admin
Created By Elizabeth Plants
RequesterThanks 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 Votes
SkySlope Support posted over 1 year ago Admin
Created By Taylor
RequesterYou 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 Votes
SkySlope Support posted over 1 year ago Admin
Created By Therese
RequesterI 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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SkySlope Support posted over 1 year ago Admin
Created By Taylor
RequesterMy apologies clearly I didn't read thoroughly enough. I see what you mean now! That would be a great option.
0 Votes
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