FILES: Who sees what?

FILES: Who sees what?

The File Toolkit contains Files for Companies, Contacts and Staff but who sees what?

Super Admin

Super Admin have full visibility of the File Toolkit including all Files and Settings.

Admin

Admins have full visibility of the File Toolkit including all Files and Settings.

Project Manager

Project Mangers have access to their own 'Shared with me' Files and any Shared Folders they have been assigned to.

Project Mangers have access to Project Files that they have been assigned to.

Office Manager

Office Mangers have access to their own 'Shared with me' Files and any Shared Folders they have been assigned to.

Office Mangers will also have access to Client/Prospect Files when they are assigned as the Coordinator.  

Office Mangers do not have access to Project Files.

Salespersons

Salespeople can see their own  'Shared with me' Files and any Shared Folders they have been assigned to. 

Salespeople can see Files for Contacts/Companies who are 'Unassigned'.

Salespeople will see Files for Contacts/Companies who they have claimed and are "Assigned" to as the Salesperson.

Salespeople will see Client Project Files relating to Projects that they have been assigned to.

Salespeople will not see Files for Contacts/Companies who have been claimed and are "Assigned" to another Salesperson.

Teammates

Teammates can see their own ' Shared with me' Files and any Shared Folders they have been assigned to.

Teammates can see Client Project files for Projects to which they are specifically assigned to.

By default, Teammates  cannot see Contact/Companies Files that are outside of Projects ( Private Files, Shared with Client, Uploaded by).  The major exception to this rule is if the Teammate is set as a Coordinator, in which case the Teammate will have full access to all the Files related to that Contact/Company. The other exception would be if the Teammate was included in a Share of a folder that is related to a Contact/Company, which can include Uploaded by the Contact/Company or Private folders.

Freelancer

Freelancers can see their own 'Shared with me' Files and any Shared Folders they have been assigned to.

Freelancers can see Client Project files for Projects to which they are specifically assigned to.

By default, Freelancers cannot see Contact/Company Files that are outside of Projects (Private Files, Shared with Client, Uploaded by). 

Clients

Clients can see their own 'Shared with me' Files and any Shared Folders they have been assigned to.

Clients can also see their Project Files if they are assigned to the Project a task Owner or Follower.

In addition to this, Primary Contacts can see the Shared with Company files and any Shared Folders that the Company is assigned to.

Prospects

Prospects can see their own 'Shared with me' Files and any Shared Folders they have been assigned to.

By default, Projects cannot be created for Prospects so they do not have access to Project Files.