What is a FileHold Group?

A FileHold group is a group created, named and defined with specific user membership for the purposes of providing a group of users a specific level of access to system functionality. This group is given a Role that a System Administrator selects from the FileHold default roles. In many organizations a FileHold group maps cleanly to a department or a project / product group.

The master list of all folder groups is accessible from the System Admin > User & Group Management > FileHold Groups menu option. The master list of FileHold Groups will appear.

When the system is first installed the pre defined groups that are named exactly what they are allowed to do, and a more customizable name like the QA Group (an example of a custom group name). You can name the Group however you wish, and we recommend placing in the Description field the function or purpose of this group, this will help administrators remember what the Group is for before adding new members or updating existing

To view the properties of the FileHold Group click on the arrow beside the group name and select the properties option.

With the group properties form shown you can see the group role and the membership associated with the group. Members of the group are given access to content the system based on the role setting for the group.

If a user belongs to more than one FileHold group they will inherit the access level of the higher group. For example if a user is assigned to the marketing FileHold group (associated with a Read Only role) and the sales FileHold group (associated with the publisher role) they will have full publisher rights to the document library.