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This article applies to:

  • Product: GoFileRoom
  • Subject: Integration

Set up document security features for ClientFlow

If you have administrative privileges, you can set up and manage document-level security for ClientFlow users. Use the steps here to create a security group for ClientFlow users, then add them to the group.
  1. In GoFileRoom, select
    Administration
     and choose
    Manage Users & Groups
    .
  2. Select the
    Groups
     tab.
  3. Choose
    Add Group
    .
  4. Add a
    Group Name
     for the group that starts with "CF-". For example, "CF-Financial Officer".
  5. Add
    Portal Doc Security Group
     in the
    Description
     field.
  6. Mark any checkboxes in the Groups tab that should apply to the group. Document approval permission is required.
  7. Select
    Save
    , then edit the group.
  8. Select
    Group Drawer Access
    .
  9. Mark the checkboxes in the Read and Add columns for the Clients drawer.
  10. Open the
    Group Document Security
     tab to save the last changes.
  11. Choose a field from the list of Index fields
  12. Select either
    Deny
     or
    Allow
     under Permission.
    • Deny Access blocks access to a specific list of indexes associated to documents.
    • Allow Access grants access to a specific list of indexes associated to documents.
    • The No Edit option is not applicable to ClientFlow users.
  13. Add a value for the
    Index
     field.
  14. Select
    Add
    , then
    Save
     to complete your group setup.
  15. Open the
    ClientFlow Users
     tab to add users.
  16. Select a user and select
    Edit
    .
  17. Select the ClientFlow document security group you created under
    Managed Assigned Groups
     and select
    Save
    .
  18. Select the
    Save
     when you're done.

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