Permissions can be assigned to Secure Document Types on individual activities and Facilities. Any user who is set up as an Internal User / Staff Member can be given Document Type permissions. This will allow the staff member to view and remove Secure documents on the session roster or facility check-in page.

This process works for both Document types in Activities and Facilities. This article specifically walks through the Activities process but is the same in Facilities > Facilities List. 

Important Notes

• Document Management is a paid feature. For more information, please contact Support or your Client Success Manager.
• To create Document Types, staff will need to be assigned the Manage Document Types permission setting.
  

Instructions

1. Navigate to Activities > Activity List
   
2. Select Edit (pencil icon) for the desired activity
   
3. If needed, add a Document Type to the activity
   
4. Use the Permissions drop-down to specify which users have access to Secure documents
   
   
   • Note: This option is only available for Secure document types.
   • Note: The drop-down will display any user who is set up as an Internal User / Staff Member.
5. Click Save Activity