Implementing document-security features for ClientFlow

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If you have administrative privileges, you can set up and manage document-level security for ClientFlow users.

You do this by creating portal-document security groups that are identified in GoFileRoom by the prefix "CF-", and then adding ClientFlow users to the applicable groups.

Setting up a ClientFlow document-security group

  1. Choose Administration > Manage Users & Groups from the GoFileRoom toolbar.
  2. Click the Groups tab.
  3. Select New Group from the Select Group field.
  4. Enter a name for the document-security group in the Group Name field. The name must Include the "CF-", prefix. You should also include terms in the name that describe how permissions are defined for this group. See group-name examples.
  5. Enter Portal Doc Security Group in the Comments field.
  6. Mark any checkboxes in the Groups tab that should apply to this group.
  7. Click the Save button and then click the Group Permissions tab.
  8. Click the checkboxes in the Read and Add columns for the Clients drawer and click the Save button.
  9. Click the Group Document Security tab and choose the group, Fileroom, and applicable drawer from drop-down lists for the provided fields.
  10. Click the Deny Access option or the Allow Access option.

    Notes:

    • Deny Access: Blocks access to a specific list of indexes associated to documents. Example.
      If you deny access to the Tax Return document type, the users in this group will see all documents except for those with the values Tax Return in the Document Type field.
    • Allow Access: Allows access to a specific list of indexes associated to documents. Example.
      If you allow access to the Financial Statement document type, the users in this group will see only the documents with the Financial Statement document type.

      When allowing group access to specific documents, you must also allow access for that group to the default document type for documents uploaded through ClientFlow.

    • The No Edit option is not applicable for ClientFlow users.
  11. Select a field from the list of Index fields.
  12. Enter a value for the Index field into the field next to the Add button. Show me
    Deny access example
    .
  13. Click the Add button and then click the Save button.

Adding ClientFlow users to a group

  1. Click the ClientFlow Users tab.
  2. Select a user from the Select User field.
  3. Click the ClientFlow document-security group you added in the Groups pane and click the right-arrow button to move it to the Member of pane.
  4. Click the Save button.
  5. Repeat steps 2 - 4 to add additional ClientFlow users to the group.

Related topic: Managing users and groups

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