Document Permissions

Feature Description

Document permissions now separate deal documents from general documents, providing granular control across memberships and bookings. This improves governance by allowing administrators to define who can view, upload, and manage each document category independently. It reduces over‑exposure risk, simplifies audits, and ensures that teams only access the materials relevant to their role or customer journey stage. The structure supports future growth, with clear boundaries for content ownership and approvals.

🔷 Important

This feature functionality is only available in version 27.3 or later of EliteParks/EliteMarinas. View which version you are on in the Extension Management view within your system.

Feature Video

Feature Screenshots

Business Benefits

• Enhanced Security - Limit access to sensitive deal artefacts.

• Role‑Appropriate Access - Tailor permissions for memberships vs bookings.

• Audit Friendliness - Clear categorisation simplifies compliance checks.

System/User Requirements