Adding users for advanced security

Alerts and notices

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: FileCabinet CS uses the user ID from your firm's network as the new user ID unless you are accessing FileCabinet CS through Virtual Office CS or SaaS environments.

    If you are accessing FileCabinet CS through Virtual Office CS or SaaS, FileCabinet CS uses the first and last name of the current portal as the 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.

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