Any uploaded document could have various viewing permissions specified. You could choose whether a document is visible to all users who have logged in, or restrict access to only Clients, Tutors, or the Students and Tutors attached to the specific Job/Lesson. Any users with access will be able to view and download the document, and will be able to find the document either via the Job/Lesson page it was attached to or via the Documents tab from their user dashboard.
To alter the user access permissions on a specific document, either locate the document via the Job/Lesson or user it was attached to, or navigate to Activity > Documents and select the document from the list before clicking Add on the ‘Access Permissions’ panel. This will open the ‘Add Document Access’ panel, which contains a dropdown menu from which you can select which users can access the document along a variety of categories, including:
All Tutors within Branch: Any Tutor within the Branch can view the document.
All Clients within Branch: Any Client within the Branch can view the document.
All Students within Branch: Any Student within the Branch can view the document.
All Affiliates within Branch: Any Affiliate within the Branch can view the document.
Individual Tutor: Only the specified individual Tutor can view the document.
Individual Client: Only the specified individual Client can view the document.
Individual Student: Only the specified individual Student can view the document.
Individual Affiliate: Only the specified individual Affiliate can view the document.
Tutors with a specific status: Only Tutors with a specific profile status (Pending/Approved/Rejected/Dormant) can view the document.
Clients with a specific status: Only Clients with a specific profile status (Prospect/Live/Dormant) can view the document.
Users with a certain Label: Only users with a specific Label applied to their profile can view the document.
Individual Job: Any user attached to a specific Job can view the document.
Individual Lesson: Any user attached to a specific Lesson can view the document.
Company Billing: Any Administrator with accounting permissions can view the document.
Frequently Asked Questions
Why can't my users access an uploaded document?
The most likely explanation for this is that they don't have the relevant access permissions to view the document. To rectify this, simply navigate to the document's page and select Add within the 'Access Permissions' panel to give the document the relevant access permissions.
An example of a document's page, with the 'Access Permissions' panel highlighted.
One of my Tutors has uploaded a document to their profile - can they remove those documents?
Only documents that the Tutor has submitted themselves can be deleted from their end. Any documents that have been uploaded to users' profiles can be deleted by an Administrator. To do this, simply select the document and click Delete.