Access levels and sensitivity levels

Access levels and sensitivity levels let you hide sensitive records from some members while still letting them use a module. Each record, such as a ReChive entry, has a "Sensitivity level" from 1 to 3, and each member has an "Access level" from 1 to 3 for that module. A member can only see and work with records whose sensitivity level is equal to or lower than their access level.

Permissions decide what a member can do in a module. Access levels decide which records they can do it to. For example, an intern can be allowed to add and edit ReChive entries, but with a ReChive access level of 1, they never see the contracts and salary documents you saved with a sensitivity level of 3.

How the levels compare

• A member with access level 1 sees records with sensitivity level 1.
• A member with access level 2 sees records with sensitivity levels 1 and 2.
• A member with access level 3 sees all records.
• The owner always has access level 3 in every module.

Records above a member's access level are hidden completely. The member cannot find them in lists or search, and cannot view, edit, or delete them.

A member also cannot give a record a sensitivity level higher than their own access level. This prevents someone from saving a record they would not be able to see afterwards.

Where the levels are used

• ReChive: every entry has a sensitivity level, set in the entry form. Members have a ReChive access level.
• Connections: every connection has a sensitivity level. Members have a connection access level.
• RePloyee: every employee has a sensitivity level, set in the employee form. Members have an employee access level, which controls which employees, and therefore which employee documents, they can see.

Set a member's access level

1. Open "Members" from "Workspace settings".
2. Open the "⋮" menu of the member and click "Modify permissions".
3. For each module, select access level 1, 2, or 3.

To compare the access levels of all members at once, open the "Permission manager" and select an access level. The "Overview of an access level" page shows the level of every member.

New members start with access level 1 in every module, so they only see records with the lowest sensitivity until you raise their level.

Choosing sensitivity levels

A simple scheme that works for most businesses:

• 1: everyday documents anyone in the workspace may see, such as utility bills and supplier invoices
• 2: documents for managers or the finance team, such as customer contracts and bank correspondence
• 3: documents only the owner or a few trusted people should see, such as salaries, employment contracts, and legal matters

Related guides

• Manage the permissions of your workspace members
• ReChive entries
• Employees in RePloyee