When you as a company have purchased Penneo and therefore have a company account, you will be able to administrate your users in Penneo.
Here you can see an overview of differences between the two user types:
|
Administrator |
User |
Creating and administrating own case files |
Yes |
No |
Sharing own folders |
Yes |
No |
Deleting own folders |
Yes |
No |
Administrating or viewing others folders |
No* |
No* |
Administrating or viewing others case files |
No* |
No* |
Administrating login methods for users |
Yes |
No |
Creating Penneo Users |
Yes |
No |
Deleting Penneo Users |
Yes |
No |
Changing company’s master data |
Yes |
No |
Resetting login for Penneo users |
Yes |
No |
Changing details for Penneo users |
Yes |
No |
Administrating own Penneo user profile |
Yes |
Yes |
Deleting Users and transferring their archive to another Penneo User |
Yes** |
No |
Allowing acces to user’s KYC archive |
Yes |
No |
Administrating allowed e-signatures |
Yes |
No |
Administrating company’s Templates |
Yes |
No |
Administrating e-mail signature for the company |
Yes |
No |
Administrating Automatic data deletion for the company |
Yes |
No |
Administrating set up for SSO |
Yes |
No |
Administrating standard language for the account |
Yes |
No |
Administrating Branding for the company account |
Yes |
No |
* All Penneo users are individual and nothing is shared as default. Having access to other’s folders or case files is possible only if the owner of the folder has shared the folder with another Penneo User. Read more here: Sharing folders in Penneo
** Possible only if the following settings has been activated: Delete User and allow transferring ownership of data