What This Does
Control which user roles (profiles) can access Documents and what document types they can see.
How to Grant Access
STEPS:
Go to Settings > Profiles
Click on the profile name (e.g., "Centre Director", "Educator")
Scroll to "Documents Permissions" section
Configure three settings:
□ ACCESS TO DOCUMENTS Check to give this profile access to Documents module
□ SELECT PEOPLE DOCUMENT TYPES Choose which people document types this profile can access
□ SELECT CENTER DOCUMENT TYPES Choose which centre document types this profile can access
Click Update
Users with this profile now see Documents in their menu at https://secure.1placeonline.com
Note: If the profile doesn't have access to Edit People, People Document Register will be greyed out.
Example Configurations
Centre Director:
• Access: ✓ | People Types: All for their centre | Center Types: All for their centre
Educator:
• Access: ✓ | People Types: Only types applying to them | Center Types: None
Relief Staff:
• Access: ✗ | Documents hidden
Important Notes
• Profile hierarchy still applies - users only see documents within their hierarchy
• Create document types before configuring permissions
• Changes take effect immediately (users may need to refresh)
• Only grant access to relevant document types
Troubleshooting
User can't see Documents:
Check "Access to Documents" is ticked → Verify correct profile assignment → Have them log out/in
User sees wrong document types:
Review and adjust profile permissions
Pilot Testing Feedback
• Is configuring permissions straightforward?
• Are the three settings clear?
• Does access work as expected?
Next Steps
• Educators: My Documents (Article 5)
• Managers: Document Registers (Articles 6-7)
Need help? Contact support or use the feedback button.