How to upload a document to the library for specific users only?

How to upload a document to the library for specific users only?

To select which users can access specific resources in the library, it is necessary to first create Folders.
Why?
Andy allows you to choose which User Role can access a category, and consequently, which users can view the documents saved on it.
To do this, simply go to Andy's Control Panel and click on Settings > Library > Categories > Create Folder. 
The following screen will then appear, inviting you to Name your forlder, limit access by role (optional), and indicate whether the folder is primary or not.




To be able to indicate which documents can be seen by certain users, it is necessary to activate the option of Limiting access according to the user's role. Once enabled, you can specify which user roles will have access to the folder.




That's it! Now you know how to select the users that will have access to a library resource.
Are you keen to learn How to sort Records by Categories? 



    • Related Articles

    • Andy's Library

      Andy’s Library is a space designed to store different types of files, such as videos, photos, and documents. It’s an extremely helpful training tool as all team members are able to access the information they need to perform their tasks correctly: ...
    • Managing existing users

      To manage an existing user visit the User section and click on user. Select the user you need to manage from the list you see. Basic information: name and surname avatar Identifiier active/inactive status Users set as inactive will no longer have ...
    • Andy's Control Panel

      Andy's Control Panel provides access to your account settings, where you can manage your business’ different stores and grant management permissions to various users. One of the main functions of Andy’s dashboard is to provide real-time information ...
    • How do I configure my labels in Andy using an Excel document?

      At Andy, we always strive to provide the most satisfactory user experience. In this case, to make the configuration of your labelling with Andy as simple as possible, we have created an Excel document that you can fill out with the information of the ...
    • Creating and Adding Users on the Andy's Control Panel

      Want to create or add a new user in Andy? Easy! All you need is someone with a user level that allows them to access Andy’s Control Panel - such as a supervisor or manager - to create new users roles. This is how: 1. Log on to Andy’s Control Panel ...

    Do you need more help?

    We’re here for you. You can easily reach us through the following channels.


    Llamada telefónica
    +34 684 46 60 17 | Mon-Fri 8:00 a 20:00

    WhatsApp
    +34 684 46 60 17