Adding users for advanced security
note
Follow this procedure only if your firm uses advanced security options.
- Choose and enable advanced user/group security, if not already enabled.
- Enter the master password.
- Go to theUserstab.
- Select theAdd Userbutton.
- Enter a user ID.noteFileCabinet CS uses the user ID from your firm's network as the new user ID unless you are accessing FileCabinet CS through Virtual Office CS or SaaS environments.If you are accessing FileCabinet CS through Virtual Office CS or SaaS, FileCabinet CS uses the first and last name of the current portal as the user ID.
- Do one of the following:
- Mark the checkbox for each group to which the user should belong.
- Copy group membership from another user by selecting theCopy membership from useroption and selecting a user from the adjacent drop-down list.
- SelectOK.
