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Transfer and update document access

Learn how to update, transfer, and manage document access when needs change in Huma

 

Table of Contents

 

 

 

Handling document access when someone leaves the company

When someone with see and edit access to many documents leaves the company:

  • They can share the documents directly with others.
  • They can share the documents with a team they are part of or where they have document permissions.

 

💡 Tip: Always share important documents with those who need access. Fx. supervisors or 'group admin' to ensure continuity of access. 

  • Read more about How to keep employee data after people leave the company here.

 

 

Changing access for multiple documents

You can update access for multiple documents simultaneously by

  • Choose the documents you wish to update by selecting the square to the left of each document

  • Select "Access" from the action bar located at the bottom of the screen to modify their access

 

 

Transferring documents where you are the sole editor

If you are the only one with edit access to certain documents, transfer access by

  • Go to "Documents"
  • Click the three dots in the top-right corner and select "extend access"
  • Review the details and confirm that you want to extend access to all your documents
  • Click 'Extend access'

Important notes:

  • This action will extend access to include document administrators within the organization.
  • Access can also be updated individually for each document if needed.