File Access: Understanding Visibility by Role
Learn which file types and folders each user role can access in Unificus.
The File Toolkit in Unificus includes files for Companies, Contacts, and Staff. Access permissions vary depending on your user role.
Super Admin
Super Admins enjoy complete access to all File Toolkit features, including every file and configuration option.
Admin
Admins have complete access to all File Toolkit features, including every file and configuration option.
Project Manager
Project Managers can view:
- Files contained in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Project Files assigned to them
Office Manager
Office Managers can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Client and Prospect Files when assigned as the Coordinator
Office Managers cannot access Project Files.
Salesperson
Salespeople can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Files for unassigned Contacts and Companies
- Files for Contacts and Companies they’ve claimed as the assigned Salesperson
- Project Files for Projects they’re assigned to
Salespeople cannot see files for Contacts or Companies claimed by other Salespeople.
Teammate
Teammates can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Project Files for Projects they’re assigned to
By default, Teammates cannot access Contact and Company Files outside of Projects (such as Private Files or those Shared with Client). However, they gain access if included in a folder share related to that Contact or Company.
Freelancer
Freelancers can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Project Files for Projects they’re assigned to
By default, Freelancers cannot access Contact and Company Files outside of Projects (such as Private Files or those Shared with Client).
Client
Clients can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
- Project Files for Projects where they’re assigned as a task Owner or Follower
Primary Contacts additionally can view:
- Files shared with the Company
- Any Shared Folders assigned to the Company
Prospect
Prospects can view:
- Files in their ‘Shared with me’ collection
- Any Shared Folders they’ve been granted access to
Since Projects typically aren’t created for Prospects, they don’t have access to Project Files.