File Manager Permissions
The File Manager permissions control staff member access to the Client Timeline Files tab.
• Can view files
• User can view files on a client timeline only
• User can open the files and print
• The Files tab is hidden if this permission is not checked
• This permission is required for all further settings in this category
• Can edit files
• User can rename files on the client timeline
• User can move these files into folders or to the root
• Can delete files
• User can delete files on the client timeline from the Files tab
• Can manage folders
• User can create folders and nested folders in the Files tab.
• IMPORTANT: All folders added here apply to all clients. There is no way to add a folder here and have it apply to only a single client or single practitioner's clients
• Can upload files
• User can upload files under Client Timeline → Files