You may be asking yourself:
why can't I see the new Document folder?
why can't I see the new Contact Group?
Why does this happen?
As a security and access control measure when you create a new folder or contact group in the Settings area of iluminr, the platform defaults to restricting the access of the group or folder until access is enabled. This prevents potentially sensitive information from being shared unintentionally. Follow the steps below to modify access permissions.
On the Role Set screen you can modify access to all elements of iluminr for each of your different roles, should you require it. Including dashboard elements, tools and communications access.
How do I give an access to a new Contact Group or Document Folder?
Log in with your iluminr credentials.
In the vertical menu, select Settings
On the left-hand side, under Configuration, select Role Sets.
Locate the Role you want to enable access for the Document Folder or Contact Group, and click the Pencil icon to edit. Note the role will have an Access Level of limited, even if all members of the team previously had full access. This is because you have created your new folder or group.
At the bottom of the page, you will see the sections Contact Groups, Documents & Folders. The folder or group that you have created will be deselected. Select the checkbox next to the folder or group and click Submit.
Repeat this process for every role that you wish to give permission to.
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Contact the iluminr Customer Success Team by clicking the button above.