As an admin, you can access any organization's document vault with full permissions — useful for reviewing uploads or managing administrative attachments. This guide covers the admin document view.
💡 Tip — Who can use this For platform admins, on an org's documents sub-page.
Quick reference
| Step | Action |
|---|---|
| 1 | Open an org's document storage with full access |
Step 1 — Access org documents
From an org's detail page, the Shared Document Manager link opens the org's document workspace. The admin view renders with role="admin" and full lead-partner-equivalent access — you can view, download, and manage documents in both zones, review versions, and see the activity log.
The page loads the org's first workspace's documents, categories, and current versions, and applies the pricing-derived file-size and storage limits.
📝 Note — Admin access is full Unlike clients (Client Zone only) or non-lead partners (read-only), the admin role has full access to both zones. This is intentional for oversight, but use it judiciously — avoid modifying a client's documents unless there's a clear reason.
💡 Tip — Use it for support and audits The admin document view is handy when a client reports a missing or broken document, or when you need to audit what's been uploaded. You can diagnose and, if necessary, manage files directly from here.