Employee — Documents guide

Your documents, and the ones people meant to give you.

Your own documents, and the ones shared with you — nothing else.

What you will be able to do

  • See your own files in one place
  • Open what a colleague shared with you
  • Know that nothing else is visible to you — or you to anyone else

What this role can and cannot do

CanCannot
  • documents:doc:read_own
  • Nothing in this list is closed to this role.

3 steps, each one carried out in the product on .

Check what your sign-in can do #

Where Your name, top right » Profile

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click your name, top right.
  5. Choose Profile.
Employee view of check what your sign-in can do in Tarleaks ERP
The role chip reads Employee.

You should see You can see your own documents and the ones shared with you.

Open your documents #

Where Documents » Home

  1. Open Documents from the launcher.
Employee view of open your documents in Tarleaks ERP
Your own workspace, and anything you were added to.

You should see Nothing you should not have is listed — the vault decides that, not a folder name.

See what somebody shared with you #

Where Documents » Shared with me

  1. Open Shared with me.
Employee view of see what somebody shared with you in Tarleaks ERP
Who shared each file, and when.

You should see A share is a deliberate act with a record, not a link somebody forwarded.

Watch out If you cannot open something a colleague says they shared, they shared the workspace rather than the file, or the other way round.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

dailyFind the document a colleague sent you #

A share is a deliberate act with a record — not a link in an e-mail you have to keep.

  1. Open Documents; you see your own workspace and anything you were added to.

    Employee doing "Find the document a colleague sent you" in Tarleaks ERP — Open Documents; you see your own workspace and anything you
    Documents » Home — verified: the page says “Document”
  2. Open Shared with me for files somebody gave you specifically, with who shared them and when.

    Employee doing "Find the document a colleague sent you" in Tarleaks ERP — Open Shared with me for files somebody gave you specifically
    Documents » Shared with me — verified: the page says “Shared”

You see your own workspace and what was deliberately shared. The same rule keeps your documents out of everybody else's search.

All documents role guides