Release Note: Access control of confidential documents

Release Date: 15-09-2025
Feature: Confidential Access for Document Folders and Letter Templates

We’ve introduced enhanced confidentiality controls in Keka to help you secure sensitive employee information more effectively.

What’s New

• Confidential Letter Templates: You can now mark any letter template as confidential to restrict access. Only users with the Manage confidential folders, letter templates & letters permission can view or generate letters from these templates.

• Confidential Employee Document Folders: Admins can now mark specific employee document folders as confidential. This limits visibility to only those with both Manage confidential folders and Manage document definitions permissions.

Key Highlights

• Confidentiality applies to both web and mobile apps.

• Cloned templates inherit the confidential status automatically.

• Reporting Managers can be granted access to team documents via folder permissions—even without confidential access.

• Employees always see their own documents, ensuring transparency.

Where it Applies

• Letter Templates Grid and Employee Profile > Documents: Confidential items are hidden unless proper permissions are granted.

• Reports, Bulk Uploads, and Verification Tabs: Confidential folders are excluded from general access and filters.

Troubleshooting Improvements

We’ve added clear permission-based error handling:

• If a user can’t view or open a document or template, it’s likely due to missing confidential access.

• Folder-level overrides now allow finer-grained access for managers and admins.

Need help setting this up?
Read the full step-by-step guide: Access control of confidential documents
Or reach out to Keka Support for assistance.