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Restricting Staff access on archived files

Restricting Staff access on archived files

You can now restrict access to archived files for selected staff users.

 

  1. Select a client from the client list and select edit client details left arrow icon.

  2. On Edit Client panel, select Restrict Staff Access

    image-20250718-071152.png

  3. Navigate to the Access tab and select only the staff users with permission to see this client files, then select Update

    image-20250718-071448.png

  4. Navigate to Archive

  5. Client files are only visible to staff users with permission to see the client.

image-20250718-071735.png

 

Deleting Clients with restricted folders in Archive

  • If you delete a client, the client restrictions on archive are also removed, exposing any files to all employees.

  • We recommend you restore folders for deleted clients as business folders, and apply further restrictions to the business folder.