Skip to main content
Administration
Search
Search GoFileRoom Support Help and Support.

This article applies to:

  • Product: GoFileRoom

Document permissions example - Deny Access option

Scenario: Auditors require permission to read, add, and edit all documents in the Clients drawer except business tax documents.
  1. Select
    Administration
    ,
    Manage Users & Groups
    , then select the
    Groups
     tab.
  2. In the list of
    Groups
     field, select the group to which document security settings will apply, then select
    Edit
    .
    A special group (CLIENTS [RAE] NO TAX) was set up to establish document security. We recommend that you name the group using “S-“ at the beginning to indicate that this is a security group. In this example, users assigned to this group will have access to all documents (read, add, and edit privileges) in the Clients drawer except for those documents with any of the Business Tax file sections.
  3. Go to
    Group Document Security
     tab.
  4. In the Indexes list, select
    File Section
    .
  5. Select the
    Deny
     option under Permission dropdown.
    note
    As noted above, configuring document security to deny access for certain index values (such as File Sections) will prevent any access (read, add, and/or edit) to applicable documents while allowing full rights to all other documents in the drawer.
  6. In the
    File Section
     dropdown list, select the appropriate Business Tax value for the index you need. You can select multiple File Sections at the same time.
  7. Select the
    Save
     button.
    note
    Firms may have certain documents for specific clients that general users should not be able to access. You can configure document security based on multiple indexes, such as File Section (any or all Tax) and Client Number. You may need to set up a group for this specific purpose.
  8. When you are done adding indexes, select the
    Back
     button.

error-icon

error-close