Client Center security group examples
The following table provides examples of group names you could use when setting up security groups for GoFileRoom Client Center, powered by Onvio.
Group permissions defined by | Example GoFileRoom Client Center group name |
|---|---|
Organizational role | CC-Financial Officer |
Organizational role | CC-Controller |
Organizational role | CC-Payroll Manager |
Organizational role | CC-BOD (Board of Directors) |
Access denied for specific documents | CC-No Tax Returns |
Access denied for specific documents | CC-No Financial Statements |
Access denied for specific documents | CC-No Permanent Files |
Access allowed for specific documents | CC-Tax Return |
Access allowed for specific documents | CC-Financial Statement |
Access allowed for specific documents | CC-Correspondence |
Access allowed for specific documents | CC-Uploaded documents |
note
When you allow group access to specific documents, you must also allow that group access to the default document type for documents uploaded through GoFileRoom Client Center.
