Example 2: A business folder structure/access

In this example, the business has their root folder called Example Co. Below that are three folders that have been created for each of the customer’s offices. Within the Birmingham office folder, are two client folders and each of these folders contains two business entities.

User #1 has been created and has been given the Superuser role, with permission to the root folder and inherited permission to all other subfolders and entities.

This is what User #1 sees on the Entity management screen:

User #2 has been created and given the Edit & Submit role, but is only allowed access to a specific client in the Birmingham folder, called Business AA.

This is what User #2 sees on the Entity management screen:

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