Summary


Document Permissions
Grants access to...
Requires
Required by
Has access to documents
Can view documents against properties and tenancies


Can create new document
Can create a new document against properties and tenancies

Can edit document details
Can edit the title and description of a document's details
Can archive documents
Can un-archive documents
Can archive documents
Can archive documents against properties and tenancies
Can edit documents details

Can un-archive documents
Can un-archive documents against properties and tenancies
Can archive documents
Can edit document details


Can download documents
Can download documents against properties and tenancies


Report Permissions



Has access to reports
Can access all reports under Reports > General Reports tab
Trust Accounting permissions:
Can access Trust Accounting Reports
Can disburse funds
Can close a period
Has access to bank deposits