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This article applies to:

  • Product: Digita Virtual Office

Giving administrative privileges to Digita NetStaff users

To give Digita NetStaff users administrative privileges that allow them full access to all areas or to selected areas of Digita NetFirm administration, follow these steps.
  1. In the Admin tab of the navigation pane, click the
    Users
     link in the Digita NetStaff section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Users list, enter any part of the user’s name or login in the
    Find
     field, and then click the user’s name.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Permissions section, click the Enable button for Administration.
  4. Mark the checkboxes for the administration areas that the Digita NetStaff user needs to access.
    note
    If you don’t have administrator rights to all of the areas below and you attempt to give administration privileges to other Digita NetStaff users, the checkboxes are disabled for the areas to which you don’t have access. Please contact your firm’s primary Digita NetFirm administrator if these rights should be enabled for your account.
    The primary Digita NetFirm administrator is the person who was designated as your firm’s Digita NetFirm administrator on the purchase agreement.
    Area
    Description
    Notes
    Digita NetClient
    Allows the user to add client portals and groups and to perform all Digita NetClient administration tasks, including modifying module permissions.
    Also enables the Digita NetStaff user to view the selected client portals from within administration mode.
    • If the user has access to Digita NetClient administration and File Exchange, Digita NetFirm will include the selected client portals in the
      File Exchange View
       field of the File Exchange screen in the user’s staff portal.
    • To prevent this Digita NetStaff user from viewing specific client portals, mark the Digita NetClient checkbox, click the Selected button under the Access Permissions heading, mark the checkbox to the left of the Name column heading, unmark the checkboxes for the client portals that you don’t want this Digita NetStaff user to access, and click ENTER. If the
      View Client Portal
       checkbox is marked, click the words "View Client Portal," and verify that the checkboxes are cleared for the same client portals.
    • If you want the user to be able to view client portals but you don’t want them to be able to add client portals and groups, see the View Client Portal row below.