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This article applies to:

  • Product: GoFileRoom

Document permissions example - Allow Access option

Scenario: Firm administrative staff members require permission to read, add, and edit documents in the CLIENTS drawer for the “Firm Client” only.
  1. In the
    Groups
     tab, select the group to which document security settings will apply, and select
    Edit
    .
    For this example, a special group (CLIENTS [RAE] 99999 ONLY) has been set up so that users assigned to this group will have access to only documents (read, add, and edit privileges) in the Clients drawer for Client 99999.
  2. Go to
    Group Document Security
     tab.
  3. Select the
    Clients
     drawer.
  4. Select the
    Allow
    option under
    Permission
    .
    note
    Configuring document security to allow access for certain values (such as Client Number) will allow access (read, add, and/or edit) to applicable documents while preventing access to all other documents in the drawer.
  5. Select the
    Client Number
     link.
  6. In the
    Enter client number
     field, enter
    99999
    . The
    Lookup
     and
    Add
     button can also be used to search for a client number manually.
  7. Select the
    Add
     button to add the value and you'll get a prompt that it was saved successfully.
  8. Repeat the previous three steps for each index you want to add.
  9. When you are done adding indexes, select the
    Back
     button.

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