Your library is a convenient space to store and manage documents and files that agents and office staff use regularly. To ensure the right people have access to the correct documents, the library is organized into three access levels:
Personal
Office
Admin
How to Use the Different Access Levels:
Office: If you’re an office administrator or a user with administrative rights and want to upload documents for all agents in the office to access, select Office when uploading the documents.
Personal: To keep documents private for your own use, select Personal when adding files. Only you, as the agent, will have access to these documents.
Admin: Users with admin-level permissions or higher can share documents with all users within the same group. To do this, select Admin when uploading files.
For step-by-step guidance on how to upload documents and files, refer to the document upload instructions.