Document and folder permissions

TaxDome’s sophisticated permissions system brings unparalleled flexibility and security to your document workflow. You can manage document access either on a folder or on a document level, grant default or individual permissions.

Permission levels

Different permission levels allow firms to maintain control over who can view, edit, or manage specific documents. This is essential for protecting sensitive information and streamlining collaboration both within the team and with clients.

There are three permission levels:

• None hides the item from the team member or client.
• View lets the team member or client see the item but not edit, delete, or upload items to folders.
• Edit lets the team member or client edit, delete, and upload items to folders.

Permission inheritance

Access to a top-level folder is automatically inherited by all its subfolders and documents. If a document is moved to a different folder, it adopts permissions of that new folder.

Individual permissions override default settings and allow you to customize access per document or folder for team members and clients. Individual permission settings applied to a specific document do not affect the access settings of other documents within the same folder.

Where to find permissions information

You can view document permissions in the following sections:

• Documents > Client Docs > Docs
• Clients > Accounts > Docs

In the table, you’ll see the Individual permissions column, and the column to its right shows the default access level.

Icon meanings

Individual permissions icon appears if default permissions were changed for team members or clients. If there are no exceptions, the Individual permissions column will be empty.

Client can view and edit. Documents inside these folders are shared with clients: clients can view, edit and delete them or move them to different folders.

Client can view. Documents inside these folders are shared with clients: they can see them but cannot delete, edit or manage them.

Private. Documents inside these folders are not visible to clients. A private folder is a safe place to store materials related to clients that they don’t necessarily need to see.

Default permissions

Permission is primarily determined by folder structure and account assignments. Here’s how the default access works:

Clients’ default permissions

Default document access for a client is always determined by the type of top-level folder where the document is placed. Each top-level folder you create has default document access permissions which are inherited by all subfolders and documents placed inside.

Firm owner, admin and team members who have been given access rights to Manage documents can create top-level folders, apply folder templates and move documents between folders so to give a default access to a client.

備考

すべてのクライアントアカウントには、少なくとも1つのフォルダが必要です。 クライアントは閲覧・編集が可能 access level. This folder is named Client uploaded documents by default and is hardcoded with this exact name and access level. You can rename it, but you cannot delete it. If this folder is renamed—either in a template or in a client account—it won’t be recognized as the same folder when applying templates. For folders to merge, both the name and access level must match exactly.

Team members’ default permissions

Firm owners and admins by default have full access to all folders and documents across the portal. They also can manage document access rights for all clients and team members.

Team members’ access to documents and folders is controlled through access settings given by firm owner or admin.

• Team member with no special permissions can view documents only for the clients assigned to them , but can not create or manage folders or files.
• Team member with Manage documents permission can create folders and upload documents for the clients assigned to them as well as applying folder templates .
• Team member with View all accounts permission can view and manage documents and folders for all clients, not just those assigned to them.
• Team member with Assign team members permission can assign clients to team members and thus give access to viewing their documents.

Individual permissions

近日公開

Individual permissions are being rolled out to firms. If you don’t see this feature yet, it will be available for your firm soon.

Individual permissions allow you to work with documents even more flexibly and efficiently:

• Grant or restrict access to specific users, regardless of folder structure.
• Manage unique cases without changing your overall folder organization.

By granting individual permission, you can:

• Give a team member or a client access to a single document even if they don’t have access to the entire folder.
• Hide a specific document from a client, even if it’s in a viewable folder.
• Share a document from your Private folder with a client without moving it.

How to grant individual permissions to clients and team members

備考

Only firm owners and admins can grant or revoke individual permissions.

1. Go to the Docs section, either from the Clients > Accounts page or from Documents > Clients Docs.

2. Click the three dots next to the document or folder and select Manage permissions.

3. Choose whether you want to change permissions for your team members or for the client by switching to the appropriate tab.

4. Select the person whose permissions you want to edit. You can update permissions for one person or apply changes in bulk.

5. Choose the desired access level: View, Edit, or None.

6. "保存"を

How to revoke individual permissions

1. Go to the Docs section, either from the Clients > Accounts page or from Documents > Clients Docs.

2. Click the three dots next to the document or folder and select Manage permissions.

3. Choose whether you want to change permissions for your team members or for the client by switching to the appropriate tab.

4. Select the person whose permissions you want to revoke. You can update permissions for one person or apply changes in bulk.

5. Choose Reset to default.

6. "保存"を

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