The following types of GoFileRoom users can access the Administration menu in the GoFileRoom toolbar, and depending on your group and user permissions, you may see a combination of options.
System Administration
The following articles provide further information about management functions in the GoFileRoom.
RecordsFlow
See Manage RecordsFlow for information about managing archiving and purging tasks for documents that are stored in GoFileRoom.
Administrator group permissions
Administration features in GoFileRoom are limited to users who are assigned to one of the following security levels (listed in order from the highest level of access to the lowest).
- Administrator: Manage users and groups; Customise the Fileroom; Manage Configurations; Configure permissions and document security for users and groups; Manage records; Generate administrative reports; Manage FirmFlow (when set up as a FirmFlow user)
- User Administrator: Manage users and groups; Customise the Fileroom
- Restricted Drawer Owner: Access Restricted Drawers
- Records Manager: Manage RecordsFlow
The following table lists the specific features in GoFileRoom that are available to each group or user permission category. Staff with appropriate group and user permissions can access GoFileRoom administrative features via the commands in the Administration menu.
Notes
- Some groups are set up automatically based on how GoFileRoom is set up.
- Permissions that you set at the user level override any related permissions that you set at the group level.
- User-level permissions are more restrictive than related group-level permissions.
Database options
You can request that the following optional features be enabled for your firm’s database. Discuss these features with your consultant to determine what is best for your firm.
- Save a version of a GoFileRoom document after edits are applied.
- Automatic re-indexing
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