This article explains the ways in which the directors, employees, and other parties associated with your client companies can access and work on those company subscriptions in Connectworks. For information on the user roles and access rights that staff from professional firms can have, read our article here.
1. Accessing a company as a member of a professional firm
Where your firm has assigned a manager and/or director to a client company , it can be accessed by these users. Companies can also be accessed by anyone assigned as the Assistant to its manager or director.
Unmanaged companies can be accessed by any user with the Client Manager role.
Regardless of whether a manager and/or director has been assigned, users with the Firm Administrator role can access all companies.
For information on the access rights associated with these professional firm user roles, read our article here.
2. Accessing a company as a director or employee of the Company
Under Connectworks’ Unlinked plans, the full Company Workspace can only be accessed by members of the subscribing firm. Any director or associated party of the company with a Connectworks account can access a view-only summary of the company's profile, but cannot perform any actions within it.
Where a client company is subscribed under an Unlimited subscription, however, the subscribing firm can extend access to the company to as many parties as they wish. Persons outside your firm who can be extended access to a company fall into three categories: Company Directors, Company Administrators, and Company Advisors.
3. What Company Directors can see and do
By default, the Directors of a company you have invited into Connectworks can see and do everything your manager for the company can see and do, apart from:
- Directors can create discussions in the Minute book, but cannot create minutes or resolutions
- Directors cannot add, remove, or edit the profiles for parties associated to the Company
- Directors cannot edit the Company’s profile
As you will see below, however, these permissions can be modified.
4. What Company Administrators can see and do
Employees of your client companies can be granted Administrator access to the company. This gives the user full access to the company, allowing them to see and do everything your company manager can.
5. 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
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
- Add, remove, or edit the profiles for parties associated to the Company
- Edit the Company’s profile
Advisor to the board, Treasurer, and Secretary, are by default not granted any access rights.
6. 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:
7. 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, and edit the company profile.
In the People & Employees section of the Admin tab, just select the party whose access rights you want to edit, click on the cogs, and click Change Access. Note that greyed-out access rights cannot be removed: