| Note: From October 1st, we're introducing new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email soon with all the details you’ll need. Learn more about the new plans and what this change means for you. |
Deputy accounts come preconfigured with a standard set of access permissions.
Specifically for Deputy HR Documents and Document Library, these are the permissions of all standard access roles:
Documents
| Task | System Administrator | Location Manager | Advisor | Supervisor | Employee |
| Create document types | ✅ | ✅ | ✅ | ❌ | ❌ |
| View document types | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage document types | ✅ | ✅ | ❌ | ❌ | ❌ |
| Request documents from team members | ✅ | ✅ | ❌ | ❌ | ❌ |
| Upload team member documents | ✅ | ✅ | ✅ | ❌ | ❌ |
| View employee documents | ✅ | ✅ | ✅ | ❌ | ❌ |
| Enable signature templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Create signature templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Edit signature templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Delete signature templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Send documents | ✅ | ✅ | ✅ | ❌ | ❌ |
Document Library
| Task | System Administrator | Location Manager | Advisor | Supervisor | Employee |
| Upload to the document library | ✅ | ✅ | ❌ | ❌ | ❌ |
| Manage documents in the document library | ✅ | ✅ | ❌ | ❌ | ❌ |
| Share documents in the Document Library | ✅ | ✅ | ❌ | ❌ | ❌ |
| View all documents in the Document library | ✅ | ✅ | ✅ | ❌ | ❌ |
See more user access permissions in: