Deputy Premium 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: