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Different library access levels and how they are used
Different library access levels and how they are used

Find out what personal, office and group filters means and how to use them in your library

Annali avatar
Written by Annali
Updated over a week ago

The library can be used to store all kinds of documents and files that agents and the office uses on a regular basis.

There are different access levels in the library namely:

  • Personal

  • Office

  • Group

  • If an office administrator or a user with administrator access wants to upload documents that all the agents in the office can access, they need to select "office" and then add documents.

  • For personal use, the agent needs to select "personal" and add the documents. Only the agent will be able to see these files and documents.

  • If a franchise super user wishes to share documents with all the users in the same group they need to select "group" and upload the documents and files.

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