3. Creating your folder structure

This is an example of how a firm might create their folder structure and set up the user permissions on various folders.

The Assign user feature provides the ability to restrict access to a folder and its contents (sub-folders and/or entities). So in this example, users that have access to office A, could be restricted from seeing the contents of the Office B folder and its sub-folders/entities.

The Sensitive folder could be also be restricted to certain users that have been given access to the main Office B folder. In addition the Acc Firm LLP entity could be restricted to specific individuals.

Staff Training Folder

We recommend that you create a folder for Staff Training that can be accessed by all users so that they can learn to use the portal.

You can create an example folder structure within the staff training folder. This will help your users become familiar with moving folders and the folder options.

It is also a good idea to create some example entities using the Demo entity feature, so that users can view them before creating their own demo entities.

This is a great way to ensure that all demo entities created as part of the learning process, are stored in one place and are kept separate from real “live” entities.

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