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