High level staff access policies

Information around access policies for your firm staff members

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

Firm access policy

The firm access policy determines which clients are accessible to client managers and partners, and subsequently their assistants too.

Connectworks Default Firm Access Policy Settings

By default, Partners can only access their own clients. Partners' clients are assigned to them using the partner tag in the firm's clients list.

Client managers can access all clients without an assigned manager, as well as the clients assigned to them using the manager tag in the client's list.

See more on assigning partner & manager tags

Changing the firm access policies

Only staff assigned as firm administrators can edit the default settings to further allow or restrict access rights. There are five access policy options to select from, and these can be set differently for partners and client managers. The options are:

Partner (or Client Manager) can...

  1. access all clients
  2. access all un-managed clients
  3. access all clients in same business unit(s)*
  4. access unassigned clients in same business unit(s)*
  5. access only own clients

*Business units are optional and can be used to organise both staff and clients into groups within your firm. Commonly used for different office locations, or assigning clients to teams. Learn more about business units here.

Client access policies

The firm's client access policies determine whether staff can manage client relationships (for example appointing a new company director, or appointing a new trustee), whether they can upload and access client documents, and which staff can access confidential client documents.

Changing the client access policies

The ability for partners, client managers or assistants to view/edit any of the below options can be turned on or off by firm administrators within the Admin>Settings tab.

Connectworks Default Client Access Policy Settings

Manage Client Relationships:

  • Partners can edit

  • Client Managers can edit

  • Assistants cannot edit

This configuration allows both partners and client managers to edit and add parties to Associated Parties (in trusts) and People & Employees (in companies). Assistants have read-only access.

Manage clients' documents:

  • Partners can edit

  • Client Managers can edit

  • Assistants can edit

This configuration allows any staff member to add new documents and edit existing documents for the trusts and companies they have access to. The exception is confidential documents.

Confidential client documents:

  • Partners can view

  • Client Managers can view

  • Assistants cannot view

This configuration allows Partners and client managers to view and edit confidential documents. Assistants cannot view or edit.