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FileRoom Binders

Assign members

A binder can have one or more members. By default, a binder will have 1 member - the owner. You can add additional members or change the owner from FileRoom, SPbinder, and TaxCaddy.

Assign members and owner

Follow these steps to assign a new owner or additional members to a binder:
  1. To see the
    MEMBERS
     column, select
    COLUMN SETUP
    , mark the
    Members
     checkbox, then select
    Save
    .
  2. In the row corresponding to the binder for which you want to assign members or change owners, select the link displaying a number in the 
    MEMBERS
     column.
  3. You will now see the 
    Assign Members
     window.
  4. To change the owner, select the 
    Owner
     menu to view a list of users. Select the
    user
     you want to set as the new owner.
    Only user groups that are applicable to be owners will be available in the dropdown menu. You can enable user group permission to be an owner, go to
    Account Admin
    Users
    User Group Management
    , then on the
    PERMISSIONS
     column mark the
    Can be an Owner
     checkbox.
  5. If you want to assign all members to the binder, mark
    Select All
    .
    Alternatively, you can select individual members by selecting the users' checkboxes.
  6. To search for particular members, enter their name in the 
    search box
    , then select the 
    search button
    .
  7. To send a notification email to the members, mark
    Notify Members
    .
  8. Select
    Save
    .
You can also enable binder restrictions for assigned members. With binder restrictions enabled, only assigned members can access the binder.

This article applies to:

  • Product: SurePrep

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