STAFF MANAGEMENT
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      Staff Access Rights

      Configuring staff member's access to Connectworks

      There are many staff access configurations that can be applied in Connectworks. This allows firms to develop a system that works best for them, whether they have just 3 staff, 30 or 300.

      Firm administrators can change these policies to extend or restrict access rights at any time. If you need help finding a configuration that's right for your firm, get in touch with us by emailing support@connectworks.com

      High-Level Access Policies

      There are two high-level staff access settings within the Admin>Settings tab of your firm profile which will affect what all staff in your firm can see and do.

      These access policies should be checked by a firm administrator or partner. Details on these settings can be found here.

      Staff Access Rights

      Access rights for individual staff members are assigned by firm administrators/managers when they create a staff member's profile (or later, by editing the profile at any time).

      All staff receive two different roles which will determine their level of access:

      1. A staff role - determines what staff can edit and access on the firm's profile. The staff role relates to internal firm processes, like setting up new subscriptions, creating staff profiles, or changing entity subscription plans.

      2. A client management role - determines what client profiles staff have access to. However, what they can do in client profiles (for example add or view documents) is also determined by the firms here.

      Example of access rights

      General Staff - low-level access

      Add client management role:

      • Does not manage clients - view-only access to the firm profile.

      • Manages clients - assign the staff member as the manager of specific clients. They can access and work on these assigned clients (and potentially others depending on your high-level firm access policy settings).

      • Assists manager - can only see the clients assigned to the manager/s they work for.

      Firm Manager - Medium to high-level access

      Add client management role:

      • Does not manage clients - can access and edit the firm profile, but cannot have clients assigned to them.

      • Manages clients - can access and edit the firm profile, as well as work on assigned clients (and potentially other clients depending on your high-level firm access policies).

      • Assists manager - can only see/access the clients assigned to the manager/s they work for.

      Firm Administrator - High-level Access

      Add client management role:

      • Does not manage clients - can access and edit all aspects of the firm and client profiles, but cannot have clients assigned to them.

      • Manages clients - can access and edit all aspects of the firm and client profiles, as well as have lists of clients assigned to them.

      The Partner Role - Low, medium or high-level access

      The partner role offers a unique set of options depending on how involved the partner is with firm administration. The staff role below will determine how much administrative access the partner has.

      • General Staff - access and edit only their assigned clients, no firm management capability.

      • Firm Manager - can access and edit the firm profile, as well as work on assigned clients (and potentially other clients depending on your high-level firm access policies).

      • Firm Administrator - access to all clients, full firm management capability.