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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