Granting Permissions to Client Employees to Access files from the Accounting Office

A client may grant permission to an employee to access files that have been uploaded to or from the Accounting Office.

Granting permissions to Client Employees 

1. Once the client owner is logged into their portal, select Management>Employees from the left menu. 
2. Click the Edit icon located to the far right of the Employee name who needs access to the uploaded or downloaded file(s) to/from the Accounting Office. This will open the Employee Profile.
3. Select the Advanced tab at the top of the page.
4. Click the "Allow Access" slider button. This will allow access to selected files uploaded to the Accounting Office.
5. Click the "Sent from (Accounting office name)" slider button. This will allow access to selected files uploaded from the Accounting Office.
6. Click on the blue Submit button.

Sharing a file uploaded from the Accounting Office

The client owner can share the file(s) received from the Accounting Office with an employee portal by using the following steps:

1. Select Download Files from the dashboard.
2. Click on the Title of the upload.
3. Click in the "Allow Access of this file to" field.  A list of employee portals will display below this field.
4. Select the employee name(s) to share the file(s) with.
5. Click the blue Submit button. 
6. The Employee will receive an email notification of the file being sent to their portal.
   
   

Sharing a file during an upload to the Accounting Office
 

The client owner can share Files uploaded to the Accounting Office with an Employee portal during the upload process.

1. Click the Upload Files quick tile on the Dashboard or Files>Upload Files from the left menu.
   
    
2. Click the Upload File button at the top of the page.
   
   
    
3. Enter the Subject of the Upload for your upload. There is a 100-character limit to this field.
4. Use the Department drop-down menu to direct your upload to the appropriate Department of the Accounting Office.
5. Enter comments or notes in the Description field.
6. Click the “Allow access to this file” box to grant the selected client employee(s) access to the files being uploaded to the Accounting office.
   
   
    
7. Click in the long gray browse box to the file location, select the files you want to upload, or drag and drop the desired files into the same gray box. Multiple files (maximum of 100) may be uploaded with a Maximum combined total file size of 3GB. The Filename has a 100-character capacity.
8. Click the blue Submit button to upload the file(s).