Adding groups for advanced security

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Note: Follow this procedure only if your firm uses advanced security options.


To add a group, follow these steps.

  1. Choose Setup > System Configuration and enable advanced user/group security, if it is not already enabled.
  2. Enter the master password.
  3. Click the Groups tab, and then click the Add Group button.
  4. Enter a group name and description in the Group name and Description fields.
  5. Do one of the following:
    • Modify privileges in the Privileges list, as needed.
    • Copy privileges from another group by selecting a group from the Assume privileges of group field. Click the Apply button and then modify privileges, if appropriate.
  6. Click OK.

Notes

  • If a user belongs to multiple groups and some privileges are defined in multiple groups, FileCabinet CS grants the user the highest level of security that is available through the groups to which the user is assigned.
  • Users who are members of the $Unauthorized Users group cannot belong to other groups.

Related topic: Overview of advanced security options

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