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File Exchange

Modify NetStaff CS user's access to File Exchange folders

Follow these steps to give a NetStaff CS user access to File Exchange folders or to remove a NetStaff CS user's access to folders.
note
NetStaff CS users who have access to File Exchange folders can view files in and upload files to personal or shared File Exchange folders. To do this, choose the client portal from the File Exchange View.
  1. In the Admin tab of the navigation pane, select
    Users
     in the NetStaff CS section.
  2. In the NetStaff CS Users pane, enter any part of the person's name or login in the
    Find
     field and select the person's name.
    tip
    Delete the entry from the
    Find
     field to view the full list of users.
  3. In the Permissions section, select
    Enable
     for File Exchange.
  4. Set Personal folder access
  5. To share all personal folders with NetStaff CS users
    1. In the Folder Types pane, choose
      Personal
      .
    2. In the NetClient CS Users pane, select
      All
       for Selection Type.
  6. To share some personal folders with NetStaff CS users,
    1. With Personal selected in the Folder Types pane, mark or unmark the NetClient CS user whose personal File Exchange folders the NetStaff CS user needs to access.
    2. In the Folder Settings pane, use
      All
       to give the NetStaff CS user access to all the NetClient CS user's folders or use
      Selected
       and mark or unmark each top-level folder that the NetStaff CS user needs.
    3. Repeat steps a – b until the NetStaff CS user has access to the appropriate folders.
  7. Set Shared folder access
  8. To share all shared folders with NetStaff CS users
    1. In the Folder Types pane, choose
      Shared
      .
    2. In the Access Permissions section, select
      All Folders
      .
  9. To share some shared folders with NetStaff CS users,
    1. In the Folder Types column, select
      Shared
      .
    2. Mark the checkbox for each folder that contains files that the NetStaff CS user needs to access, and clear the checkbox for each folder that contains files that the NetStaff CS user no longer needs to access.
      note
      If the NetStaff CS user has access to File Exchange folders through group permissions, the rows for those folders are not available. To remove the user's access to the folders, remove the user from the group or remove the group's access to the folder.
  10. Select
    Enter
    . If you're enabling File Exchange permissions for the login you're currently using, you may need to sign out and back in before the changes take effect.

This article applies to:

  • Product: Virtual Office CS

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