You can create multiple roles with the help of role management and manage the access for your clients so that they can upload the documents.
Click on Settings from the left menu and then click on Role Management in the Sub-menu.
On the Role Management page, click on Create New Role.
On Create Roles page.
We are providing two default types i.e. Users and Clients. If you are creating a role for your client, then select Client and if you are creating a role for your user, then click on User.
Role name: You can name the Role according to your requirement.
Next step is to select the menu permissions that you wish to provide to that particular role.
And click on create role.
A. If you give full access using this option, user who gets this role can add and subscribe company.
You will get the list of Roles on Role management page. You can edit or delete the Roles from here.
Now, You are ready to assign Roles to your Users and Clients.
To know how to edit the role of the user Click here. How to add User Click here
