Uploader

Users with the Uploader access can upload documents based on the site and departments they’re assigned to.

  • Click on the gear icon
  • Click on the Documents option
  • Click on Add/Edit User Access
  • Under the Uploaders tab, add the name of the user in the search box and click on it
  • In case you want to remove their access, click on the remove button

Approver

Users with the Approver access approve the documents uploaded documents.

  • Click on the gear icon
  • Click on the Documents option
  • Click on Add/Edit User Access
  • Under the Approvers tab, add the name of the user in the search box and click on it
  • In case you want to remove their access, click on the remove button
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