How can I control what document types a User can access?

If you want to dictate which of your HRA Cloud Users can or cannot see particular documents, the best way to do so is to alter the roles assigned to the Users.

For a quick overview of roles and how to assign them, please refer to the guide titled "Why can't I see a particular document / tab / branch / record?"

Different roles have different document type permissions assigned to them. If the roles assigned to a User doesn't provide access to a particular document type, then the document will not appear to that User in HRA Cloud. This functionality provides HRA Cloud administrators with another level of control over the types of information and documentation a User has access to.

Below you'll be able to see a list of available document types:

When uploading a document, you can categorise the document according to the document types you have available to you. After it is uploaded, if any of your assigned roles has the ability to see the document, it will appear in the folder the document was uploaded in. If none of your roles has the ability to see the document type, then it won't appear.

When uploading a document, you may not necessarily always be able to choose from all the above options. This is also dependant on the role/s that have been assigned to you as a User. Various roles will have the ability to "Approve","Create","Delete","Update","Upload" and/or "View" the document types.

If you find that you are unable to view, upload or create some documents, most likely it is due to the fact that you don't have a role which allows you to do this. To rectify this, please contact your account administrator and request that your permissions are altered.

If you do not see a role which fits your specific needs, please follow the instructions in the article "How can I restrict User's access via roles?" to enable the role you need.