Archive settings

For the documents in the Archive, you can set which users have access to the standard documents in the grey folders (top shelf in the Archive).

ATTENTION!

Setting this security is not retroactive.

All standard documents that were already present in the Archive retain the security already in place.

Only a user with the 'Management' role can change this security of the archive.

One of the following default security levels can be set for non-financial documents::

• Everyone
• All users
• All employees
• Management
• Private.

After setting a security level, the documents are still accessible to a user with the 'Back office' role in the domain but no longer visible to all other users without access.

TIP!

The users you select are also the only ones who can access the coloured folders (bottom shelf in the Archive).

If the security level is set to Private then only the owner (the user who uploaded the document) has access to these documents.

These documents are also not visible to the back office and therefore no longer accessible..

You can set the default security level from two places in Yuki:

• Hover your mouse over the Archive icon in the navigation bar and then click on File cabinet. In the now-opened screen, click on the Archive Settings button

• Click on the Settings icon in the navigation bar and then, in the now-opened screen, click on Archive Settings.

  
  

The following screen is opened:

From the dropdown menu, select the desired default security level for non-financial documents.

Click on the Save button.