Now accountants can create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders.
3 min read
You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is a first step as we plan to add additional features and updates to the teams functionality in the future.
Account admins can create different teams and assign users to those teams in the “settings” section. Once a team is set up, account admins who have access to the Document Management module can manage permissions and privileges of who can access and view specific folders within your Canopy app based on who is assigned to each team. You can also apply access permissions to folder templates.
With folder templates you can pre-set permissions on a folder structure and then apply it to a contact as needed or many contacts in bulk. It will show you all teams and team members (regardless of who has access to a contact) so you get the full picture. Whereas on the contact level, it hides teams and team members who don't have access to the contact.
By default, any member of a designated team will have access to all of the folders that you determine should be accessed by that team. However, you will have the ability to customize the permissions of a specific folder in one-off situations. For instance, if you have a folder that you want shared with your audit team as well as one other individual like a partner in the firm, you can customize the permissions on that one particular folder to make this happen without changing the global permissions of that team.
This new feature might sound simple, but it can actually help solve some big concerns for a firm and provide some great benefits. Here are some of those benefits:
Whether the reason you set up and utilize this new feature is one of the benefits we listed above or one that we didn’t, we are confident this will help you increase efficiency at your firm.
If you have access to our Document Management module, under settings, you can now access the “Team Members & Teams” tab where you can manage folder permissions.
Submit this form, and a product specialist will be in touch soon.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.