Assign members from SPbinder

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

Assign Members

You can give access to the binder to one or more members using the Assign Members
feature.

To give access to the binder, select Edit
, then Assign Members
.

note

If
Assign Members
is not enabled it won’t appear on the Edit
menu or the toolbar. To enable Assign Members
, go to Account Admin
, Enterprise Features
, Assigned Members Only
and then select the Allow only assigned members to access SPbinder
checkbox.

You can also select the Assign Members
icon on the toolbar.

An admin needs to assign your user group permissions to assign/change owner and member. Alternatively, an admin can assign you to an existing user group with proper permissions.

Assign Members:

When the Assign Member
window appears, select the checkbox for members you want to grant access rights from the Assign Members
list.

Select checkboxes for the new Assigned Members

The Search option lets you search the members from the Assign Members
list. Enter the name of the member and select the Search
icon Search icon