Note: Only Super Admins/Admins can do this.

On Charlie, you are able to who can view and edit documents. This is controlled by permission levels.

  1. Expand Company from the side menu

  2. Click on the Settings Section

  3. Click on the information tab

  4. Within the Documents Folders tab, you will see the documents split into: team member, office, company, defaults 

  5. Hover over the key icon to view the current settings 

  6. Click on the pencil icon to make changes 

  7. Make sure to "update folder" to save these settings 

Screen Recording 2022-02-18 at 01.37.43 pm

Note: Permissions can't be changed on mandatory documents (P45, passport, visa)

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