Staff Access Rights

There are many staff access configurations which can be applied in Connectworks. This allows firms to develop a system that works best for them, whether there are 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 or calling our support team on 0800 456 580

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 when they create a staff members 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 high level client access policies.

The below chart gives an indication of common staff access configurations and the type of access this allows, based on default firm and client access policies. 

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General Staff - low level access

  • 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 ManagerMedium to high level access

  • 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 the clients assigned to the manager/s they work for.

Firm AdministratorHigh level Access

  • 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 RoleLow, 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 only their assigned clients, no firm management capability.
  • Firm Manager - access only their assigned clients, full firm management capability.
  • Firm Administrator - access all clients, full firm management capability.