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.

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