Adding Groups or Users to a Schema

Groups are created by the System Administrator. Groups can be made of one or more users. Members are individual users. Library Administrators define membership at the cabinet, folder and schema level and can be a mixture of groups or individuals.

TIP: From an administrative perspective, it is easier to have cabinets, folders and schema memberships contain memberships instead of individual user memberships as much as possible. This greatly reduces administrator overhead of adding users to many cabinets, folders and schemas. Adding a new user to a group automatically gives a user access to the cabinets, folders and schemas that they groups belong to.

TO ADD GROUPS OR USERS TO A SCHEMA

1. In the Web Client, go to Document Schemas > Schema Name > Step 2 Membership, in the Group By field, select a group from the list.

• Alternatively, in FDA, go to Administration > Manage Schemas > Document Schemas > Schema Name >  Membership tab.

1. To add a group, select a group in the Available FileHold Groups area and click Add Groups.

2. To add individual users, select a user name in the Eligible Users in FileHold Group area and click Add Users.

3. The Current Members of the Schema Name displays the list of groups and users that are able to access the schema. To remove a group or user, select the name and click Remove Members.

4. Click Next in the Document Schema Wizard to add Metadata fields.
    

See also:

Creating Document Schemas

Creating Schemas for Offline Documents

Document and Version Control Numbers

Adding Metadata to Schemas

Schema Workflows

Custom File Naming

Auto-filing

Event Schedules