Brokerage Engine Support

Restrict Document Checklist Access


Overview:

In this article, we'll review how to restrict access to a document within a checklist.  If a user does not have the appropriate permission level to access the document checklist item, they will not see the item in the list.


  • [BUYER] Prefix = Restricts document visibility to Admin with any Admin permissions and Buyer Side Agents
  • [SELLER] Prefix = Restricts document visibility to Admin with any Admin permissions and Seller Side Agents
  • [ADMIN] Prefix = Restricts document visibility to Admin with any Admin permissions
  • [Accounting] Prefix = Restricts document visibility to only Admins with full Accounting permissions
  • [Commission] Prefix = Restricts document visibility to only Admins with Commissions permissions


Please find the available resources below.



Quick Reference:


Once inside the Document Checklist, find the document you'd like to change visibility to, and add the cooresponding [PREFIX] in front of name. Click update. 


NOTE: Prefixes are case sensitive. 


Example below: 

(Click on image to enlarge)

View from actual file: 

(Click on image to enlarge)





















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