How to set up Confidential folder?

Modified on Mon, 12 Feb at 11:15 AM

This feature is available for the accounting firm practitioners


This action enable the possibility to set a folder as "Confidential" to limit the data accesses to our Datahub tools


By this way, the folders can be defined as opposed to the aggregation processing of their data for statistical purposes.


The folders don't defined as Confidential may be the subject of collect and storage for their data


When the actions below are activated, our system propagates this information to all our products.


The confidentiality notion doesn't affect the folder uses in our solution. Its only goal is to limit the client data uses for statistic.

No comparison will be possible in Dashboard with the sector-specific data if enabled.


How to define a folder as Confidential ?

  1. From your portfolio, select the folder to configure in the “MANAGE ACCOUNTING FIRM / Companies”
  2. Add the folder to your favorites, if it's not the case
  3. Then click on Make this company Confidential

How to remove the folder confidentiality ?

  1. From your portfolio, select the folder to configure in the “MANAGE ACCOUNTING FIRM / Companies”
  2. Add the folder to your favorites, if it's not the case
  3. Then click on Remove the confidentiality to this company


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