New Representative Permissions for Level 1 and 2 folders

Modified on: Wed, 6 Apr, 2022 at 3:00 PM

In the new version v4, representatives will see only those folders they have been assigned to. For e.g. if they are assigned a level 2 folder, they will only see the level 2 folder and files within. They won't see the level 1 folder which contains the level 2 folder as was the case with the legacy version v3.

New Version v4.0

Let's say an administrator gives permission to the level 2 folder 'Accounts' under 'Banking & Credit Solutions' to a representative (Figure 1), then the representative will only see 'Accounts' in his/her portal and not 'Banking & Credit solutions' (Figure 2). This is done to make the permissions more secure and specific.

Figure 1: Administrator setting folder permissions for representative

Figure 2: Representative's Portal- Permission to access only Level 2 folder 

Legacy Version v3

In this version, the representative will see the Level 1 folder 'Banking & Credit solutions' as well in his/her portal.

Figure 3: Representative's Portal- Permission to access Level 1 folder as well

Figure 4: Representative's Portal- Level 2 folder

Info! A representative would see the Level 1 folder only when all the Level 2 folders within the Level 1 folder have been assigned to him/her.

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