Share Documentation with Client

Jim

Please allow the admin to permit "client A" at "Company Y" to access documentation, possibly to contribute to the documentation?

Though, I don't thing I would ever want the clients to be able to delete documentation. Perhaps a permissions page for each client who can access the client portal. Additionally I would not want the receptionist to access all the the docs and passwords but the owner or onsite IT would be good.

Thank you again!

wrongecho

Jim

Hi Jim. Thanks for trying out ITFlow.

You are currently able to share individual documents/files/logins with anyone via a link, but this is limited by views/dates.

I've added this to my list to look into 🙂

aftechro

wrongecho i think a good idea is also to integrate the published documentation into client portal

Jim

It would be very helpful to allow a specific user to have read or read/write access to the documentation for that customer. For example, If I am a tech who updates the customer documentation, an IT Manager within the company I am working for would like read/write access for things like update passwords etc, but his Jr. may only need read access to that documentation to look things up.

I had requested this feature on another page, but I did a shit job explaining it and honestly, I have no idea where I was that I posted it. I am very sorry if this is a topic that has been addressed.

wrongecho

Hey Jim,

Thanks for getting in touch again! Your other post was here, I believe. I've added your suggestion to my Trello.

I've read your post with the understanding that the MSP is supporting a client that has an internal IT manager and junior tech. This is an interesting situation and hasn't really been accounted for as far as I'm aware. ITFlow has been more built with the idea of the MSP running everything (but making it easy to share information with the client - e.g. Export PDF) as opposed to actively collaborating with the client.

Initially, we had the ability for the client to log in to the same panel as the agents and just tried hiding options/other clients but it became apparent this wasn't going to work long term.

We've just finished adding the client portal (at /portal) which allows contacts to raise/reply to/close tickets. We plan to allow client contacts to access documentation (potentially only the primary contact needs to see certain documents?). We could potentially add write access for the primary contact too, I'd just be keen to hear others opinions on it first.

Giving access to client contacts to view passwords is tricky (outside of the "share link" functionality I mentioned last time) due to the way the login entry encryption works. As a process, I don't think sharing all logins between the MSP and client is a good idea for everyday use - they should have separate logins really. I'm keen to hear what others think about this too, though.

I know aftecho was looking into read access for documentation via the client portal earlier in the week, so we might not be that far off getting part of this functionality!

Again, thanks for getting in touch & we're keen to hear more ideas!