Company Level Access

Configure Companywide Access

By default, a company’s access to correspondence will be set according to a “Peers and Superiors” rule, whereas the Publication Space will be set to “Anyone in my Company may Access”.

The Peers and Superiors Rule considers a user’s access level i.e., Staff, Manager, Director. Click here for more about User Access Levels.

However, Companywide Access to company information is done at a Role Level.

Configure Access Rights by Company Role

1. Access the Configure Module.

2. Expand the Modules Menu. 

3. Click on Contacts

4. When the Contact Register Configuration pages displays, click on a Role hyperlink to display the configuration page.

5. When the role security page displays, make changes as required for Transmittals and register (Publication Space) and Correspondence.