Security

Adding users for advanced security

note
Follow this procedure only if your firm uses advanced security options.
  1. Choose Setup > System Configuration and enable advanced user/group security, if not already enabled.
  2. Enter the master password.
  3. Select the Users tab.
  4. Select the Add User button.
  5. Enter a user ID.
    note
    Digita FileCabinet uses the user ID from your firm's network as the new user ID unless you are accessing Digita FileCabinet through Digita Virtual Office environments.
    If you are accessing Digita FileCabinet through Digita Virtual Office, Digita FileCabinet uses the first and last name of the current portal as the user ID.
  6. Do one of the following:
    • Mark the checkbox for each group to which the user should belong.
    • Copy group membership from another user by clicking the
      Copy membership from user
       option and selecting a user from the adjacent drop-down list.
  7. Select OK.

This article applies to:

  • Product: digita-filecabinet