Access Level Definitions

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There are two main types of access levels:

Circle Level - This is a role based access that determines the overarching ability and individual has within your profile

Policy or File Level - This access is specific to each policy or file and does not impact policies or files outside of the specific file you are working on.

Circle Level

None - This is for someone that is in your circle but does not have the ability to download and review your policies or files.

Read - This is for someone that is in your circle and that does have the ability to download and review your policies or files.

Modify - This is for someone that is in your circle and you would like to give the ability of the “Read Access”, but in addition they are able to help you manage your circle and add files and policies. This would typically be someone such as a spouse or a trusted family member.

Full Control - This access level is reserved for a trusted advisor. They will have full control to help manage your documents including adding and deleting updated policies and files.

Policy/File Level

None - This is for someone that is in your circle but does not have the ability to download and review your policies or files.

Read - This is for someone that is in your circle and that does have the ability to download and review your policies or files.

Modify - This is for someone that is in your circle and you would like to give the ability of the “Read Access”, but in addition they are able to help you manage your circle and add files and policies. This would typically be someone such as a spouse or a trusted family member.

Full Control - This access level is reserved for a trusted advisor. They will have full control to help manage your documents including adding and deleting updated policies and files.