Briefcase offers granular control over who can access what within your organisation. This ensures that your sensitive data remains secure while facilitating collaboration among your team and clients.
Key Features
Organisation Settings: Centralised management of all users and their roles.
Custom Invite Links: Secure, time-bound links to invite new users or clients to Briefcase.
Role-Based Access Control: Choose Team member or Client user, then set the access they need.
Account Access Management: Specify which accounts each person can access.
Secure Account Addition: Organisation admins can restrict access to new accounts upon creation.
Organisation Settings can be found by clicking the cog icon in the top-right corner next to your practice name. This is separate to Client Account Settings which can be found at the bottom of the left navigation bar.
Choosing a user type
When you invite someone, Briefcase first asks whether they are a Team member or Client user. You then choose the accounts and access they need.
User types and access
Organisation admin
Account access: Full access to all accounts
Account creation: Can add new accounts to Briefcase and restrict who has access to these accounts upon creation.
Invite permissions: Can invite team members and client users
Role management: Make team members Organisation admins, and change user access
Team member
Account access: Limited access to assigned accounts
Account creation: Can add new accounts to Briefcase, all Organisation admins and team members will be granted access to these accounts by default
Invite permissions: Can invite team members and client users
Role management: Cannot change roles or access permissions
Client user
Account access: Restricted access to only their assigned accounts
Account creation: Cannot add new accounts to Briefcase
Invite permissions: Cannot invite team members or other client users
Role management: Cannot change roles or access permissions