Limited Folder Access by department

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Elizabeth Plants

Requester

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!

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SkySlope Support posted about 1 month ago Admin

Created By Elizabeth Plants

Requester

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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SkySlope Support posted about 1 month ago Admin

Created By Taylor

Requester

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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SkySlope Support posted about 1 month ago Admin

Created By Therese

Requester

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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SkySlope Support posted about 1 month ago Admin

Created By Taylor

Requester

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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