Upload files for all customers
Navigate to House > Files (1&2) if you want to upload files that all customers should have access to, such as general terms.
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The file is now visible on the customer front. Navigate to Documents > Forms
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Customer-specific files
With Bricknode Broker you can work efficiently and easily with files of various types and permission sets.
As a back-office user, you simply navigate to a customer and click on the files menu.
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The permissions offer the following selections:
All
Admin / Partner
Admin only
Admin / Partner
This setting means that only the users of the back office application and the associated advisor will be able to view the file, not the end customer.
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This level means that every user type will have access to the file, the end customer to who the file is tagged to, any advisor who is selected as the advisory advisor of the customer, and the administrative staff using the back-office application.
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