Document Management: How do I Manage Cabinet
Access / Membership?
Only users that are members of cabinets can see
and access the cabinet and the contents that it contains.
You can right click within the FDA on any node / section
of the Folder Hierarchy that you have created. You can also do this within
the Web client interface. By viewing the properties of a Cabinet, Folder
or Schema you can adjust the membership of FileHold groups / system users.
By defining the membership of the Cabinet you can set access controls
on who can view the Cabinet. You can then further restrict on the folder
and schema level to further restrict users from specific folders / documents.
Best Practices Recommendation wherever
possible you keep cabinet membership associated with entire FileHold groups.
This way if you add a new user to the system you simply associate the
user account with one or more FileHold groups and then they will automatically
become members of all Cabinets, Folders and Schemas that the FileHold
groups belongs to.
To view and adjust the General cabinet properties (below)
and the membership associated with the cabinet use the contextual menu
associated with the cabinet to select the Properties
menu option.
From the General properties form you can set the cabinet name, owner,
description and the default schema associated with the Cabinet. The default
schema is the schema that is pre-selected for users when they are adding
documents to folders in this cabinet. As well you can see the number of
drawers, folder group, folders, documents the cabinet contains. The cabinet
membership section of the cabinet properties form provides a listing of
all users that are able to access the cabinet. Here you can make adjustments
by adding / removing groups or users and groups to the cabinet membership.
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