What Invited Company Clients Can See & Do

How associated parties of companies can be invited to access Connectworks

This article explains how the directors, employees, and other parties associated with your firm's client companies can be invited to access their Company's Workspace and work collaboratively with your firm in Connectworks.

Non-professional users of Connectworks (ie. invited clients) cannot access precedents.

For information on the user roles and access rights for staff at your professional firm see our article here.

Contents

1. Accessing a company as a director or employee of the Company

2. What Company Directors can see and do

3. What Company Administrators can see and do

4. What Company Advisors can see and do

5. Setting access rights when creating a Director, Administrator, or Advisor

6. Editing access rights for a Director, Administrator, or Advisor

Accessing a company as a director or employee of the Company

Under Unlinked subscription plans, the full Company Workspace can only be accessed by members of the subscribing firm.

The subscribing firm may still choose to invite any director or associated party of an Unlinked company to register for a Connectworks account and access a view-only summary of the company's profile. These individuals cannot perform any actions within the profile without the subscribing firm upgrading the company to a higher access level subscription.

Where a client company is subscribed under an Unlimited subscription plan, the subscribing firm can extend access to as many of the Company's associated parties as desired. These people fall into three categories:

• Company Directors

• Company Administrators

• Company Advisors

What Company Directors can see and do

By default, after you have invited a Company Director into Connectworks on an Unlimited subscription they can see and do everything your firm's client managers can see and do, apart from:

• Directors can create discussions in the Minute book, but cannot create minutes or resolutions.

• Directors cannot download or merge precedents

• Directors cannot add, remove, or edit the profiles of other parties associated with the Company

• Directors cannot edit the Company’s profile

However, these permissions can be modified by assigning 'custom access' if required.

What Company Administrators can see and do

Employees of your client companies can be granted Administrator access to the company. On an Unlimited subscription, this gives the user full access to the company, allowing them to see and do everything your firm's client managers can, except generating precedents - this functionality is only available to professional firm staff accessing Connectworks via their Firm Workspace.

What Company Advisors can see and do

You can record individuals associated with a Company in a range of advisory roles, including:

• Legal advisor or lawyer

• Accounting advisor or accountant

• Financial Advisor

• Advisor to the board

• Other advisor

• Treasurer

• Secretary

After being invited into a company workspace by the subscribing firm, by default:

Legal, Accounting and Other Advisors can see and do everything your manager for the company can see and do, apart from:

• Create minutes or resolutions in the Minute Book

• Download or merge precedents

• Add, remove, or edit the profiles of parties associated with the Company

• Edit the Company’s profile

Advisor to the board, Treasurer and Secretary roles are not granted any access by default and must be assigned custom access rights.

Setting access rights when creating a Director, Administrator, or Advisor

You can set the access rights for a Director, Administrator or Advisor when you create their profile, or by editing their access rights from within the Company Workspace Admin tab.

Editing access rights for a Director, Administrator, or Advisor

You can edit the access rights for persons associated with a company from within the Company Workspace.

In particular, you can grant them the ability to:

• create minutes and documents

• manage relationships

• edit the company profile.

In the People & Employees section of the Admin tab, just select edit for the party whose access rights you want to update, then assign their level of access in the access rights section of the edit form.