Extranet permissions

Once a user is part of the client’s extranet user list, they will have permissions that differ from those of an internal user.

Extranet user is be able to

• Vizualize part of the information in the client form:
  • Overview tab (except for the ‘Additional Comments / Notes’ fields).
  • Documents tab. The user will be able to download documents and copy the document links.
  • Events tab.
  • Participations tab.
• Vizualize part of the information in the search tab of document menu:
  • Use the Search tab in the document menu to view and download only the documents linked to clients they are associated with.

Extranet user is not be able to

• Vizualize part of the information in the client form:
  • ‘Additional Comments / Notes’ fields in Overview tab.
  • Workflows tab.
  • Staffing tab.
  • Extranet user tab.
  • Internal tab.
• Visualize the Workflows menu.
• Access part of the functionnalities of the Documents menu:
  • Modify or delete a document in the Search tab.
  • View documents in the Mailroom tab. 
• Modify or delete an Event.
• Vizualize any informations about a client for which they are not an extranet user.