The Site Administration panel is visible to all site users and displays
administration information including:
-
The Site Administrator is responsible
for granting access to other client users and may be also user of the site.
-
The Site Sharing Approver is the entity
executive responsible for approval of sharing site access with additional
client users.
Prior to the setup of your new client site, BKD will work with you to
establish who the Site Administrator and Site Sharing Approver will be for your
site.
Site Administrator Information
Only one Site Administrator can be assigned to the site at any given
time. If the Site Administrator needs to be changed, contact your BKD Advisor
to request the update.
To ensure security of your information, if documents have been added to
the client site, the Site Sharing Approver must approve the addition of a new
Site Administrator before that person can access the site.
Once the BKD Advisor updates the Site Administrator information, the
Site Sharing Approver will receive an email requesting approval of access for
the new Site Administrator.
Upon approval by the Site Sharing Approver, the new Site Administrator
will receive an email notification with details on how to access the site.
If the Site Sharing Approver rejects the request to add the new Site Administrator,
the BKD User will receive an email notification that the request has been
rejected and will be provided with further instruction.
Site Sharing Approver Information
The Site Sharing Approver is added at the time of site creation by your
BKD Advisor according to instruction provided by the client contact.
If the Site Sharing Approver needs to be changed, contact your BKD
Advisor to request the update.
Site Sharing Approvals
Approvals of site sharing access are granted electronically through
email. Approval is required by the Site Sharing Approver when documents have
been added to the site AND:
1. Before
the Site Administrator can share the site with Client Users; OR
2. Before
a new Site Administrator, added by a BKD User, can access the site.