Create a role with restricted access to confidential documents

Learn how to create a role with restricted acces to confidential documents

Within the platform, you can effortlessly add users to assist in managing your information in Corporify. At times, it may be essential to establish a new role for these users to restrict their access to confidential documents. 

When creating the role, their are some things that you certainly need to keep in mind:

1. You will need to flag all the confidential documents in your silo as confidential. Click 'here' if want to learn how to do this.
2. When creating the role, ensure that the individual you grant access to does not have access to the silo settings and the ability to modify their own role.

Below you will find a step by step guide on how to add a specific role with restricted access to confidential documents.

For detailed instructions, click 'Start tutorial' below.

Below you will find a step by step guide on how to edit the role of an user.

For detailed instructions, click 'Start tutorial' below.

If you need more information on how to create a new platform user, click 'here'.