Viewing Another Team Member's Work
Team Members can only view and edit their own work. To view or edit another team member's work, a Team Member needs to be given access by an Admin or Principal.
Regular users cannot grant these permissions.
Granting Access to Team Members
As an Admin or Principal, you can control which Team Members can view and edit other team members' documents. Admins and Principals can already view and edit every team member's documents, so these permissions only affect users with the Team Member role.
Role-Based Permissions
Agency Principal: Full access to all settings and documents.
Admin: Can view and edit all team members' documents, like a Principal, and manage most settings.
Team Member: Limited to their own documents unless permissions are granted by an Admin or Principal.
Step 1: Open Team Settings
Click your profile name in the top-right corner of FLK it over.
Select Settings from the dropdown menu.
Click Team from the menu on the left-hand side.
Step 2: Select the Team Member
Locate and select the team member you would like to grant permissions to.
Open their user settings.
Step 3: Choose Access Permissions
You can grant access in one of two ways:
Grant Access to Specific Team Members
Under Authorise Users, tick the name of each team member whose work they should be able to view and edit.
Grant Access to All Team Members
Under Authorise Users, tick Select All.
This is useful for managers, administrators, or team leaders who require broader visibility across the business.
Two-way Access
Tick Also allow the selected users above to view and edit [name]'s agreements and documents to give access in both directions. When you save, each team member you selected can also view and edit this user's work.
Step 4: Save Your Changes
Once you have selected the appropriate permissions, click Save at the bottom of the page.
The team member will now be able to view and edit the work of the users you have assigned access to.
Important Note
Granting access allows the selected user to both view and edit the assigned team members' documents. Consider your agency's internal processes and privacy requirements when assigning permissions.
To restrict access, give the user the Team Member role and don't tick anyone under Authorise Users. Don't use the Admin role to restrict access, because Admins can view and edit every team member's work. Leave Two-way Access unticked unless you want access to go both ways.