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Settings

Here you can manage the account profile and various other account settings within Connectworks.

NOTE: You need to have Firm Administrator access within Connectworks to have access to Settings and Add-ons. This is super user access within Connectworks and allows the user full access to all trusts and companies with no restrictions. This access needs to be enabled initially by Connectworks. Please contact us to enable this access.

Access Policies

The access policies allow you to customise the view for your firm. This is particularly useful where Business units are used within the setup of Connectworks. 

The default setup is

  • Partners - Can access only own clients
  • Client Managers - Can access all unmanaged clients

The following options are available for your firm view. Click edit to make any changes to the access policies. 

Partners

  • Access all clients
  • Can access all unmanaged clients
  • Access all clients in same business unit(s)
  • Access unassigned clients in same business unit(s)
  • Access only own clients

Client Managers

  • Access all clients
  • Can access all unmanaged clients
  • Access all clients in same business unit(s)
  • Access unassigned clients in same business unit(s)
  • Access only own clients

If you make any changes, click update to save the changes.

Client Policies

The client policies allows you set to different access to Documents and Associated Parties in Trusts, Documents and Directories in Companies.

  • can = has access
  • cannot = does not have access 

The default setting for client policies is shown below

Show historical associations on profile

  • This option is set to 'No' by default

By enabling this option, you will be able to see all the historical trustee and beneficiary associations relating to all trusts.

Before                                         After

Manage clients' relationships

  • Partners can
  • Client managers can
  • Assistants cannot

This setting allows you to limit the access to associated parties (trust) and People & Employees (Companies).

Partners & Client Managers - CAN

This allows both partners and client managers to add additional parties to the associated parties (trust) and People & Employees (Companies). 

This level of access allows the partner or client manager to edit the parties and their assocation

Assistants CANNOT

This level of access will give the assistant read-only access to the associated parties in trusts and people & employees in companies. 

Trust view

Company view

 

Manage clients' documents

  • Partners can
  • Client managers can
  • Assistants can

Partners, Client Managers & Assistants - CAN

By default partners, client managers and assistants can add new documents, and edit existing documents for trusts and companies.

The exception is confidential documents, see below.

Assistants CANNOT

By default assistants can add new documents and edit existing documents. If the client policy is changed to assistants cannot; assistants will have the ability to see the documents for trusts and companies. 

picture to come 

View confidential client documents

  • Partners can
  • Client managers can
  • Assistants cannot

Partners & Client Managers - CAN

By default partners, client managers can add new confidential documents, and edit existing confidential documents or change a document to confidential for trusts and companies.

All trustees will have access to view confidential documents on the 2 party and unlimited plan.

Assistants CANNOT

Assistants are upload and edit documents, however do not have the option to download, view, edit or remove documents set as confidential. 

picture to come

If you make any changes, click update to save the changes.

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