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This article applies to:

  • Product: Digita Virtual Office

Modifying a user’s access to the Links module

Complete these steps to give a Digita NetClient user or a Digita NetStaff user access to Links modules.
note
You can give Digita NetStaff users access to this module at the group level.
  1. In the Admin tab of the navigation pane, do one of the following.
    • Click the
      Users
       link in the Digita NetClient section to modify a Digita NetClient user’s access to Links modules.
    • Click the
      Users
       link in the Digita NetStaff section to modify a Digita NetStaff user’s access to Links modules.
    note
    If you don’t see these links, you don’t have access to these areas.
  2. In the Users list, enter any part of the user’s name or login in the
    Find
     field to locate the user and click the user’s name. The information for the user displays on the right.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. Click the Enable button for Links.
  4. Mark the
    Read
     checkbox for any module the user needs to access, and clear the checkbox for any module the user no longer needs to access.
    note
    • You can give Digita NetStaff users access to the Firm Links module, which provides access to HM Revenue & Customs web pages and to Digita web pages.
    • Each user must create his own links in any private Links module. As a result, Digita NetFirm marks and grays the
      Edit
       checkbox when you mark the
      Read
       checkbox for a private Links module.
    • If the user has access to Links modules through group permissions, the rows for those Link modules are grayed. To remove the user’s access to those modules, you must remove the user from the group.
    • Enter any part of the Links module name in the
      Find
       field to locate a Links module.
    • Click the Unselected button to display in the module list only the Links modules to which the user does not have access. Click the Selected button to display in the module list only the Links modules to which the user has access.
  5. Click Enter.
  6. Digita NetStaff only:
     Mark the
    Edit
     checkbox for any public Links module that this user will be responsible for updating.
    note
    The
    Edit
     checkbox is available only after you mark the adjacent
    Read
     checkbox.
  7. Click Enter.