How are accesses managed in the DMS?

Accesses in DMS are managed according to the following hierarchy:

1. The Document Manager Administrator manages access to a document type according to business profiles.
2. Managers can create customized accesses for a user on a company.
3. Documents can be confidential.

What is a business profile?

A business profile is a speciality related to the user's business. It is assigned to a user for a company.

The default business profiles are determined when the user is created in the Admin application.

It is also in the Admin application that the business profiles are associated with a user for a company.

They are then synchronized in the Documents application.

List of business profiles for practitioners:

• Manager (default business profile)
• Practitioner (default business profile)
• Advisory
• Audit
• Bookkeeping
• HR
• Legal
• Payroll
• Tax
• Wealth management

List of business profiles for clients : 

• Administrator client
• Standard client
• CEO
• CFO
• Administrative department
• Bookkeeping department
• Bookkeeping manager
• Financial department
• Financial manager
• HR department
• HR manager
• Legal manager
• Legal department
• Sales department
• Sales manager
• Tax department
• Tax manager

Example

The company "Lifeguard" has commissioned the accounting firm "Accounting" for accounting and payroll engagements.

Within the "Lifeguard" company, there are :

• Jeanine Le Blanc: CEO (director client)
• Alex Main: accountant (standard client)

Within the accounting firm "Accounting", there is: Tom green: partner (client)

• Tom green: partner
• John Doe: manager
• Elise Lee : client manager
• Thierry Plaz : bookkeeping practitioner
• Eric Dufour : payroll practitioner

The accounting firm "Accounting" has defined the company archive tree and accesses of its DMS as follows:

In order to respect the accesses according to the jobs of each one, a practitioner assigns them the following business profiles:

• Tom Green: manager (default business profile)
• John Doe: manager (default business profile)
• Elise Lee: manager (default business profile)
• Thierry Plaz: Bookkeeping
• Eric Dufour : Payroll
• Jeanine Le Blanc : CEO
• Alex Main: Bookkeeping manager

This configuration implies :

• Tom Green as manager has access to all document types
• John Doe as manager has access to all document types
• Elise Lee as manager has access to all document types
• Thierry Plaz with the business profile "Bookkeeping" has access to the following document types
  • Purchase
  • Sale
  • Bank statement
  • Annual account
  • Permanent bookkeeping document
• Eric Dufour with the business profile "Payroll" has access to the following document types
  • Pay slip
  • Legal statement receipt
  • Contract
  • Annual statement
  • Labor agreements
• Jeanine Le Blanc with the business profile "CEO" has access to the following document types:
  • Purchase
  • Sale
  • Bank statement
  • Annual account
  • Permanent bookkeeping document
  • Official registration document
  • Tax declaration
  • Annual statement from "Tax" folder
  • Pay slip
  • Legal statement receipt
  • Contract
  • Annual statement from the "Payroll" folder
  • Labor agreements
• Alex Main with the business profile "Bookkeeping manager" has access to the following document types:
  • Purchase
  • Sale
  • Bank statement
  • Annual account
  • Permanent bookkeeping document
  • Tax declaration