Learn what each role can access and manage in the Documents module.

What can an Employee (User) do in the Documents module?

• View their own personnel documents under About me
• Upload and delete their own documents
• Receive an email notification when new documents are uploaded to their profile
• Cannot view documents in the Manager Document category

What can an Immediate Manager do in the Documents module?

• View documents belonging to their employees based on organizational affiliation
• Upload documents for their employees
• Delete documents they have uploaded
• View and manage Manager Documents

What can a Document Administrator do in the Documents module?

• Manage documents for the entire organization if the role is assigned at the top level
• Delete documents in all folders
• View all documents across employees from the left-hand menu
• Remove document protection when Compliance by design is actively selected
• Fully manage settings and document categories in the Documents module

What can a Document Administrator (No Access) do in the Documents module?

• Fully manage settings and administration in the Documents module
• View document metadata for employees, but cannot download the documents

What can a Document Secretary do in the Documents module?

The Document Secretary role is for people who need to upload documents for employees without having access to other documents.

A Document Administrator must add the Document Secretary role to each document category where the role should be able to upload documents. The Document Secretary role does not automatically provide access to other documents.

Summary of roles in the Documents module