How can an administrator add Document Archive permissions to an individual company to a user?

1. Navigate to Admin on side bar menu
2. Select a user in Edit user mode → Services 
3. Select the Document Archive checkbox.
4. Click Next.
5. On the User access to Document Archive page, click on Add permissions next the company for which you want to grant Document permission to the user
6. On the Add permissions to company documents page, you can assign permissions for Statement and reports category.
7. If the Toggle next to Statements and reports is OFF, the user will not receive any document permissions for this category.
8. Switch the Toggle ON to grant access to Statements and reports category.
9. When enabled, “Account-specific documents” is automatically selected. This allows the user to view documents for the selected companies based on their account rights in Corporate Netbank Administration. 
10. Click Save permissions to save the selected option.
11. Click Confirm changes or Next. 

Note:

• Confirm changes is shown only when you are editing permissions for a service that was previously granted.

• Next button is shown, if you are adding Document Archive as a new service

   

12. Review and Save: 

• On the Review screen of the Edit User form, review the changes. 
• Click Save to grant the selected document permissions to the user.

The new Document Archive permission are granted immediately after you click Save.