Modifying a Digita NetStaff group’s access to modules

You can assign Digita NetStaff users to groups, and give the groups access to modules.

Note: The Digita NetStaff [System Group] includes all Digita NetStaff users. You can give all current and future Digita NetStaff users access to modules through this group.

  1. If you haven’t already done so, add a Digita NetStaff group.
  2. In the Admin tab of the navigation pane, click the Groups link in the Digita NetStaff section.

    Note: If you don’t see this link, you don’t have access to this area.

  3. In the Groups list, enter any part of the group name in the Find field and click the group name. Digita NetFirm displays the group’s information on the right.

    Tip: Delete the entry from the Find field to view the full list of groups.

  4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you click the Enable or Disable button. Click the name of a module below to learn about its permissions.

    Note: The Digita Virtual Office module and the Staff Availability module do not have permissions dialogs.

    Digita NetFirm lists all of the drawers that were designated as contributors to Digita NetClient the last time your firm placed a call to Digita Connect. To view detailed information about how the drawer list is determined, see Document Presentation administration.

    Do one of the following.

    Option Steps
    Give the group access to Document Presentation files in all drawers
    1. Click the All Drawers button.
    2. Click Enter.
    Modify the group’s access to Document Presentation drawers
    1. Under the Access Permissions heading, click the Selected button.
    2. Mark the checkboxes for the drawers that contain Document Presentation files that members of the group need to access, and clear the checkboxes for drawers that contain files that group members no longer need to access.
    3. Click Enter.
    1. Mark the checkbox for each folder that contains files that members of the group need to access, and clear the checkbox for each folder that contains files that group members no longer need to access.
    2. Click Enter.
    1. Mark the Read checkbox for any module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.
    2. Mark the Edit checkbox for any News module that members of this group will be responsible for updating.

      Note: The Edit checkbox is available only when the adjacent Read checkbox is marked.

    3. Click Enter.

Related topic: Digita NetStaff groups overview

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