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Account Management

Account Document Access

Link available documents to a customer account. Learn the workflows, permissions, screenshots, and related setup guidance in the Orbiq documentation.

Account Document Access

Use the Documents tab of an account to control which available documents are linked to that account.

Access

You need permission to use Accounts. By default, Admins, Account Managers, and Content Managers have this permission.

Open the document list

Open the accounts page: /accounts

  1. In the Admin Center, select Accounts.
  2. Select an account.
  3. Select Documents.

Each card shows the document title, description, category, and link status.

Select a document card to mark it for linking or removal:

  • Linked means that the document is linked to the account.
  • Will link means that the document will be linked when you save.
  • Will unlink means that the document will be unlinked when you save.

Select Save to apply all pending changes. Select the reset control to restore the selection to its last saved state.

Document access level

This page links documents to an account. It does not set a separate access level for each account.

Manage a document's access level on the document itself. The same document access level applies wherever that document is used.

How is this guide?

Account Management

View customer accounts, review their status, and open account details.

Create New Account

Create a customer account and add its first contacts.

On this page

Account Document AccessAccessOpen the document listChange document linksDocument access levelRelated guides