Restrict File Permissions

I can restrict access to emails in Insightly, but I have not found a way to restrict user access to files. I want to select which users have access to sensitive customer data on selected files associated with a customer.

Is this possible?

 

 

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Comments

7 comments
  • Hi Kevin!

    It's not currently possible to set those types of permissions on the users in your account. 

    You can manage who can access which Insightly records with permissions. This is a great article that walks you through the different types of permissions available in Insightly, and what you can do with them: What are the user permission levels and what can each level do?

    Thank you!

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  • I am experiencing the same issue.  We only have some select files that we want to limit the view to accounting only or to HR only but everything else about the vendor, including most of their files, we want visible to everyone.  This would be very helpful.  Thanks.

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  • Hi Lara,

    Thank you for your feedback!  I see that you've already added your vote to this feature request post as well, which is the best way to share your thoughts with our Product and Engineering teams.  Thank you for contributing to our Community!

    I did want to let you know that you can, currently, limit the accessibility of files to specific users using our Advanced Permissions system.  It's not exactly what you're looking for (you can't limit specific files, but you can makes all or some files inaccessible to specific users), but it might be a good feature for you in the meantime. :)

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  • Hi Dan,

    The feature to restrict access for specific files individually would be of great value to us. Thanks for working on it.

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  • Hello,

    There is a workaround for this feature request. Please read my blog post here for more information.

    Thank you,

    Micah

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  • I agree this would help my company out a lot. We currently are using dropbox but if we could add our files/documents to insightly instead we could get rid of dropbox and have all of our documents in one location.

    I would also like to add it would be nice to have folders in the file section so all of our files aren't every where. It would be nice to be able to organize the documents.

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  • Hello m.poland,

    If you like to see this feature implemented within Insightly in a future update I recommend posting your request to our Ideas & Suggestions page. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for your time! 

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