Adding users for advanced security

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

  1. Choose Setup > System Configuration and enable advanced user/group security, if not already enabled.
  2. Enter the master password.
  3. Click the Users tab.
  4. Click the Add User button.
  5. Enter a user ID.

    Note: DT FileCabinet uses the user ID from your firm’s network as the new user ID

  6. Do one of the following:
    • Mark the checkbox for each group to which the user should belong.
    • Copy group membership from another user by clicking the Copy membership from user option and selecting a user from the adjacent drop-down list.
  7. Click OK.

Related topic: Overview of advanced security options

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