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Administration

Administration features

Administration features in GoFileRoom are limited to users who are assigned to any combination of the five security levels available.
There are five security levels, listed in order from the highest level of access to lowest, that you'll need to assign to a user or group in order to do the following:

Administrator

The Administrator group is a default group in GoFileRoom. To make a user an administrator, assign them to that group.  An administrator can:
  • Manage users and groups;
  • Customize the Fileroom;
  • Manage configurations for email, scanning, PDFs, and more;
  • Configure permissions and document security for users and groups;
  • Manage records,
  • Generate administrative reports;
  • Manage FirmFlow (when FirmFlow is enabled for the user)

User Administrator

A User Administrator can:
  • Manage users and groups, including access to drawers and documents in GoFileRoom;
  • Manage FileRoom, which allows you to modify existing drawers, manage drop-down lists, and lookup lists.
To make someone a user administrator:
  1. Select
    Administration
     from the toolbar, then
    Manage Users & Groups
    .
  2. Choose the user you want to make changes to from the drop-down list.
  3. Mark the checkbox to enable
    User Administration
    .
  4. Select
    Save
    .

FirmFlow Administrator

A FirmFlow Administrator can manage FirmFlow, such as headers, customer fields, and so on. To make someone a FirmFlow Administrator:
  1. Select
    Administration
     from the toolbar, then
    Manage Users & Groups
    .
  2. On the Users tab, choose the user you want to make changes to from the drop-down list.
  3. Mark the
    FirmFlow User
     checkbox.
  4. Mark the
    FirmFlow Routing Notification
     checkboxes to get email notifications that link to the FirmFlow module when a folder is routed to them or a group they belong to.
  5. Go to the User Permissions tab and verify the user has at least Read access to the Clients drawer. 
  6. Go to the Groups folder and make sure the user is a member of the FirmFlow group that has administrative privileges.
  7. Select
    Save
    .

Restricted Drawer Owner

A Restricted Drawer Owner has access to restricted drawers. They can also allow or deny others access to it, including Administrators. See Managing authorized users of restricted drawers for more information on this feature.

Records Manager

The Records Manager manages RecordsFlow. Aside from Administrators, Records Managers are the only others that can modify or delete document policies, archive and purge documents. To make someone a Records Manager, assign them to that group.

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