Difference between revisions of "Document Access Levels"
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| − | <p>You can navigate to this page by either clicking on the [[Documents|DOCUMENTS]] category from the home page, or from the documents icon [[File:Documents icon.gif|25px]] along the top row of any page</p> | + | <p>You can navigate to this page by either clicking on the [[Documents|'''DOCUMENTS''']] category from the home page, or from the documents icon [[File:Documents icon.gif|25px]] along the top row of any page</p> |
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| − | [[file:notes icon.gif|50px]]If NO Level is selected when a document is uploaded, it will be assigned a default of "Level 1". Therefore, ALL users with access to your BARRK profile will be able to see it.<br> | + | [[file:notes icon.gif|50px]]If '''NO Level''' is selected when a document is uploaded, it will be assigned a default of "Level 1". Therefore, ALL users with access to your BARRK profile will be able to see it.<br> |
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* To change the access level of a document after it has been uploaded, click the edit icon [[File:Edit.png|30px]] at the right-hand side of the document's row. <br> | * To change the access level of a document after it has been uploaded, click the edit icon [[File:Edit.png|30px]] at the right-hand side of the document's row. <br> | ||
* Go to the "Access Level" box menu and select a new level. <br> | * Go to the "Access Level" box menu and select a new level. <br> | ||
| − | * Click "Save" after making your change. <br><br> | + | * Click "Save" after making your change. <br> |
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Latest revision as of 13:27, 10 July 2016
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People in your organization need access to information and resources. BARRK allows you to assign access to different features and information, on a per-user basis. Admins can grant privileges to assigned volunteers (users) to gain access to certain areas of your organization's BARRK profile, while denying access to others. |
You can navigate to this page by either clicking on the DOCUMENTS category from the home page, or from the documents icon
along the top row of any page
WHAT ARE THE LEVELS AND WHO CAN ACCESS?
BARRK gives you 4 (four) levels of privileges. This allows many personalized options on who can access which documents, reports, and other details of your organization.
- LEVEL 4: HIGHEST LEVEL OF SECURITY
This level is retained for Administrators who have all the rights of the organization, with no restrictions. No other user, outside of another administrator, can view or access any portion of this level.
- LEVEL 3: SECOND HIGHEST LEVEL OF SECURITY
Level 3 users can view all documents, reports and details of levels 1, 2 and 3, but they cannot view or access anything in Level 4. Level privilege options are determined by the administrator.
- LEVEL 2: THIRD HIGHEST LEVEL OF SECURITY
Level 2 users can view all documents, reports and details of levels 1 and 2. They cannot view or access anything in Level 3 or 4. Level privilege options are determined by the administrator.
- LEVEL 1: LOWEST LEVEL OF SECURITY
This is the default level. Level 1 users can only view the very basic records of your organization. They cannot view or access any privileges of the higher levels. Level privilege options are determined by the administrator.
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TO CHANGE THE ACCESS LEVEL
- To change the access level of a document after it has been uploaded, click the edit icon
at the right-hand side of the document's row. - Go to the "Access Level" box menu and select a new level.
- Click "Save" after making your change.
Guidelines to perform the main functions in the DOCUMENTS category
- Upload a Document
- Document Access Levels
- Edit or Add a Comment
- Attach a Document to a Record (Record can be an Animal, Person, Vet, Visit, etc.)
- Download a Document
- Delete a Document
