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Client access

Yentl Denayer
  • Updated

Client access is a KYC feature that allows users to control which users can access a specific client relationship. By enabling and configuring client access in KYC, users will only be able to view information that is relevant to them.

This article gives you an overview of: 

How to enable client access (for administrators)? 

To enable client access, go to Client relationships, select Client access and enable the option Manage user access to clients. When activated, no immediate changes will happen to users’ existing case access. Administrators and case owners can gradually assign or restrict access as necessary. Under Advanced options, you can further enable two options: 

  • Allow requesting access: Users are able to request access to an existing client relationship when this option is enabled. 
  • Allow sharing options: every user with access to a case can share access with another user if this option is enabled. If this option is disabled, only administrators of the company account can share access. 

Important Note: Enabling client access will impact the daily digest notifications received by your users. Once client access is enabled, all users will have access to all client relationships and will receive daily digest notifications for them. To stop receiving notifications for specific client relationships, users can navigate to those relationships, click on Sharing Options, and uncheck the Receive Daily Digest box. 

How to give access to users?

Create a group

You can create groups to grant multiple users access to client relationships simultaneously.

To create a group, go to Client relationships, select Client access and click on Create new group. You will be able to give the group a group name and search for users to add to the group. Click on Save to save the changes. 

Give a group or a user access to one client relationship

Afterwards, you can open your client relationship and click on Sharing options. You can select whether you want to share the client relationship with a user, group or the whole company. 

Give a user access to all client relationships

You can grant a user access to all client relationships by clicking on Users and selecting the user you wish to give access to. Once the user is selected, enable the option Share All Clients with This User.

How to request access? 

Users who do not have access to a case file will still be able to see the client relationship in the list of all client relationships, but they will not be able to view any information.

If the option of Allow requesting access is enabled

If the option of Allow requesting access is enabled in the company settings, users can access a client relationship they don’t have access to and click on Sharing options. 

The user will be able to see the people who have access to the client relationship and click on Request access. The user will be able to see which groups have access to the client relationship, but not which users are a part of that group. The users who are requesting access to the client relationship can however see the names of the individual users, who are not part of a group, who have access to the client relationship. They can click on Request Access. The users who have the rights to share access with you will receive a notification through email in order to grant access. 

If the option Allow requesting access is disabled

If the option of Allow requesting access is disabled in the company settings, users can not request access to the client relationship through Penneo KYC. They will see the following screen and are not able to click on the Request access button: 

The users can see which groups and which individual users, who are not added to a group, have access to the client relationship and can manually request access from them. 

How to remove access from users?

Delete a group

To delete a group, go to Company Settings, click on Client Relationships, then Client Access. Open the group you wish to delete and click on Delete Group.

A pop-up screen will appear, informing you that deleting the group will revoke access to client relationships for all users in the group. Click Delete to confirm.

Delete a user from a group

To delete a user from a group, go to Company Settings, click on Client Relationships, then Client Access. Open the group you wish to delete the user from and click on Remove.

Remove a user or a group from a client relationship

Administrators (or users - depending on the sharing options settings) can choose to remove access from a group or a user from a client relationship. Navigate to the client relationship, click on Sharing Options and on the Remove button.

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