How to give your staff access to client documents

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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: please see our pricing and plans page to confirm if this feature is available within your subscription. Should you wish to upgrade, you can do so via this link. Otherwise, please contact one of our friendly Support team for further information.

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.

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.

How to give your staff access to client documents

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