Files uploaded to Profiles are grouped into Attachment Types, which then are used to determine visibility or access for other users. If many files are uploaded on a person’s profile, grouping these files based on Attachment Type can also make finding and reviewing attachments easier. 

Attachment Types are managed at the Module level. In Performance Modules, at the Instance level, Power Users can also create Attachment Types and set permissions when they attach files, so an Overseer can review these to make sure the appropriate permissions are assigned.  

On the Manage Attachment Types page, any existing Attachment Types, including file count and permissions, will be displayed.

Adding an Attachment Type

To add a new type, click the green ‘+ New Attachment Type’ button.

• Attachment Type Name … provide a name.
• Roles that can manage files (view/add/delete) … Select one or more Roles from the drop down to determine who can upload/delete files.
• (Optional) Additional roles that can only view files  … Select one or more Roles from the drop down, to determine who can view but not upload files.
• Click “Save”. 

Editing an Attachment Type

To edit an existing type, click the name, or choose ‘Edit’ from the action drop down on the right.

Deleting an Attachment Type

To edit an existing type, click the name, or choose ‘Delete’ from the action drop down on the right. You will be prompted to confirm.

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Version(s): GideonSoft 2025 Release 1 and later