How to give your staff access to client documents

This article is for:

Elevate

Innovate

In this guide you'll learn how to give your staff access to client documents, on the Timely website. If you're using the Timely app on your iPhone or iPad, then you can scan documents directly into the Timely app. Documents can then be viewed from the client's record on any computer or device. Find out more about How to scan or upload documents on the iOS app.

Important note: While Timely provides a safe, secure and robust platform to store this information (note that no Timely staff can access this information), it is the responsibility of the business owner to ensure information is protected and that customers are kept informed.

Timely note: If you are on our Elevate or Innovate plans, you'll be able to sync your Consult forms (intake forms, consent forms, client detail forms and patch tests) through to Timely which will appear in the document section of the customer profile. Find out how to upgrade your plan in our guide How to change your Timely plan.

Only the business owner listed on the account can update these settings. If that is you, you can follow these steps:

1 Head to account > staff access in your account.

2 Select edit access next to the relevant staff member.

3 Scroll down to the customers section.

4 If the staff member has access to the customers tab, there will a number of additional checkboxes available. Check the box next to allow access to customer documents if applicable.

5 Click save to apply your changes.

Timely tip: For more information on updating staff access, see our guide How to restrict staff access.

How to give your staff access to client documents

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