Adding groups for advanced security

note
Follow this procedure only if your firm uses advanced security options.
To add a group, follow these steps.
  1. Choose
    Setup
    System Configuration
    and enable advanced user/group security, if it is not already enabled.
  2. Enter the master password.
  3. Go to the
    Groups
    tab, and then select the
    Add Group
    button.
  4. Enter a group name and description in the
    Group name
    and
    Description
    fields.
  5. Do one of the following:
    • Modify privileges in the
      Privileges
      list, as needed.
    • Copy privileges from another group by selecting a group from the
      Assume privileges of group
      field. Select the
      Apply
      button and then modify privileges, if appropriate.
  6. Select
    OK
    .
note
  • If a user belongs to multiple groups and some privileges are defined in multiple groups, FileCabinet CS grants the user the highest level of security that is available through the groups to which the user is assigned.
  • Users who are members of the
    $Unauthorized Users
    group cannot belong to other groups.