Workforce management ideas

Do you need to share documents with all staff members or even just specific ones?

When uploading new documents on your documents page, you can make them relevant or visible to either all staff or specific employees.

  • Making the document relevant means that the document will show up on the selected staff members' profiles in the Admin portal
  • Making it visible means that the selected staff members will be able to see the document in the Staff portal

The same options can be used for Clients and Sites as well when uploading documents.

If you have any more questions on this tip in particular or anything else, please feel free to email us at!

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