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Assign members from SPbinder

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

Assign Members

You can give access to the binder to one or more members using the
Assign Members
feature.
To give access to the binder, select
Edit
, then
Assign Members
.
You can also select the
Assign Members
 icon on the toolbar.
An admin needs to assign your user group permissions to assign/change owner and member. Alternatively, an admin can assign you to an existing user group with proper permissions.
Assign Members:
When the
Assign Member
window appears, select the checkbox for members you want to grant access rights from the
Assign Members
 list.
The Search option lets you search the members from the
Assign Members
 list. Enter the name of the member and select the
Search
 icon .
To grant access to the binder to all members in the list, select
Select All
.
Select the
Notify Members
 checkbox to send an email notification to the members you selected for access rights.
Select
Save
 to complete the action or select
Cancel
 to close without assigning members.
The assigned members only receive an email if
Notify Members
 is selected.
The count of number of members assigned to this binder will be displayed on the
Assign Member
 icon.
Assign/Change Owner
:
To Assign/Change Owner, select the
Owner
 picklist icon from the dropdown will populate all the names under the User Group within the domain. You can change the owner from the dropdown list.
Members/Owners can also be assigned from FileRoom.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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