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Company Roles & Access Rights

This article describes the different roles and responsibilities within a company that a person can be recorded in Connectworks as holding, together with the different things that users assigned with those roles can see and do in the system.

Where a company is subscribed under one of Connectworks’ Unlinked plans, the company's full Connectworks 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.

 

Contents

1. What Company Directors can see and do

2. What Company Administrators can see and do

3. What Company Advisors can see and do

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

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

 

1. What Company Directors can see and do

By default, the Directors of a company you have invited into Connectworks can see and do everything within the company's Workspace, apart from:

  • Directors can create discussions in the Minute book, but cannot create minutes or resolutions
  • Directors can view documents, but cannot upload or delete documents
  • 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, all these permissions can be granted.

 

2. 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 perform all actions within the company's Workspace.

 

3. 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

By default, Legal, Accounting, and ‘Other’ Advisors, can see and do everything company directors 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.

 

4. 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:

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5. 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:

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