Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

FileRoom Binders

Assign members

A binder can have one or more members. By default, a binder will have 1 member - the owner. You can add additional members or change the owner from FileRoom, SPbinder, and TaxCaddy.

Assign members and owner

Follow these steps to assign a new owner or additional members to a binder:
  1. To see the
    ASSIGNED USERS
     column, select
    COLUMN SETUP
    , mark the
    ASSIGNED USERS
     checkbox, then select
    Save
    .
    Select COLUMN SETUP, Assigned users, then Save
  2. In the row corresponding to the binder for which you want to assign members or change owners, select the link displaying a number in the
    ASSIGNED USERS
     column. 
    note
    The column displays the number of members assigned to the corresponding binder.
    Count of assigned users
  3. You will now see the
    Assign Users
     window.
    note
    If your firm has binder access restrictions enabled for Assign Members, then you must have applicable permissions to assign members or change the owner.
    Assign users window
  4. To change the owner, select the 
    Owner
     menu to view a list of users. Select the
    user
     you want to set as the new owner.
    Select from the Owner dropdown menu
    Only user groups that are applicable to be owners will be available in the dropdown menu. You can enable user group permission to be an owner, go to
    Account Admin
    Users
    User Group Management
    , then on the
    PERMISSIONS
     column mark the
    Can be an Owner
     checkbox.
    Select the Can by an Owner and Allow access to the FileRoom permissions
  5. If you want to assign all members to the binder, mark
    SELECT ALL
    .
    Select the SELECT ALL checkbox
    Alternatively, you can select individual members by selecting the users' checkboxes.
    Select the checkbox for each individual user
  6. To search for particular members, enter their name in the 
    search box
    , then select the 
    search button
    .
    Search for an assigned member to add
  7. To send a notification email to the members, mark
    Notify Members
    .
    Select the Notify Members checkbox
  8. Select
    Save
    .
    Select Save
You can also enable binder restrictions for assigned members. With binder restrictions enabled, only assigned members can access the binder.

This article applies to:

  • PRODUCT: SurePrep

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close