This role grants access to documents, except Document Type 'Personnel Files' and 'Not Related to Personnel'.

Document Type / Rights	Upload	Index	Delete
Payroll
Invoices
Templates		*	*
Exchange with Paychex
Upload to Employer
Exchange with Employees
Exchange with CPA
Personnel File
Not related to Personnel
Portal & Template Forms	Portal Access is currently not active for this role, but can be requested by opening a Support ticket for: "Request: Portal sharing function"

*= Templates from editor PAYCHEX cannot be indexed or deleted

Browser not supported