User permissions

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After you have added users to GoFileRoom, the next step is to assign user permissions. On the User Permissions tab, you will assign Read, Add, Edit, Delete, and Deny privileges to your organization's drawers.

Permissions Details
Read Allows the user to retrieve and view documents from a drawer.
Add Allows the user to add documents to a drawer and GoFileRoom notes to documents.
Edit Allows the user to modify indexes and edit Microsoft Word and Excel documents.
Delete Allows the user to delete documents from a drawer.
Lookup Mgmt. Allows the user to add, modify, or remove lookup list entries.
Deny Clears all marked privilege checkboxes and denies access for this user.

Notes

  • Any user with Read rights to view documents may email documents stored in GoFileRoom as a link or attachment. However, users must have Add rights to save GoFileRoom notes.
  • Scanning documents into a drawer requires the user to have Add rights to that specific drawer. The user is not required to have Read rights, if they will only be adding documents to a particular drawer.

Assigning or modifying user permissions

To assign or modify user permissions, follow these steps.

  1. From the Manage Users & Groups screen, click the User Permissions tab.
  2. Select the user who you wish to add or modify permissions for.
  3. Mark the appropriate checkboxes for drawer permissions.

    Note: You must mark the Read checkbox at the fileroom-level for the user to see that respective FileRoom.

  4. Click Save.

Related topic: Managing users and groups

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