Creating Groups

A FileHold Group a collection of users that share specific membership and permissions for the purposes of providing an appropriate level of access to the system and its functionality.

Groups are created by the System Administrator. It is highly recommended that the Library Administrator help with the planning of FileHold groups since access to the documents via the groups is set by the Library Administrator and not the System Administrator.

Groups are assigned a role from the set list of user roles in FileHold. In many organizations, groups are associated by department or function within the organization. These groups typically have entire cabinets in the Library for their documents.

To create a FileHold group

1. Log in to the System Admin section of FileHold and select User and Group Management > FileHold Groups.

• Alternatively, log into FDA and go to Administration > User & Group Management > FileHold Groups.

The list of FileHold groups that come standard with the product are shown. It is recommended that you create your own groups that are meaningful to your organization, such as Accounting Group, Engineering Group, HR Group, and so on. The standard FileHold groups can be deleted once your own groups are created.

2. Click Add Group and enter the following information:

• Group Name — Enter a name for the group.

• Description — Enter a description for the group.

• Role — Select a role from the list.

• Notes — Enter any additional information about the group.

• FileHold Group Members —Select Display all members on one page check box to display all the members on a single page. Click Add Members to add user to the group.See Adding Users to Groups for more information.
  

• Restrictions — Select the Disable emailing documents check box if users will not be able to email documents from FileHold.

3. Click OK. The Group is added to the list.

See also:

User and Group Security Overview

Creating Locally Managed Users

Synchronizing Domain (Active Directory) Users and Groups

Setting up Users and Groups

User Roles

Adding Users to Groups

Viewing User and Group Properties

Searching for Users

Deleting Users and Groups

Guaranteed User Access

Reset User Password

Setting a Viewer License

Enabling and Disabling Accounts