JAI CRM
Home Documentation Apps Who can see and do what

Who can see and do what

Apps follows Documents: you see and change only the files Documents lets you.

Apps gives nobody anything new. Every file is a Documents file, so what you can see and change in an app is exactly what you can see and change in Documents.

ToYou need
Open AppsApps in your role. Every team role has it; customer and supplier logins do not.
See a fileWith Documents: View (from your role, or given to you yourself): your own files, and files shared with you directly or in a folder shared with you, your team, your role or everyone. Without it: only the files you made in Apps, nothing else of the business’s.
Make a fileApps: Create. With Documents: Create you choose the folder in Save in, and need edit access to it. Without it there is no Save in: the file is kept in your own files, under its app.
Upload a newer copy, name a version, bring one backAlways on files you made. On anybody else’s: Documents: Edit and edit access to the file.
DownloadAlways on files you made. On anybody else’s: downloads allowed on the file or folder it was shared from.

The business owner, and anybody given Documents: Manage, can see and change every file, as in Documents. Everybody else sees their own files and what is shared with them, nothing more; somebody with Apps but not Documents sees only what they made. Change who has Apps and Documents in Settings, Roles, or for one person in their own permissions.

Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.