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Linking User Groups with Document Groups (Step 3)
This is the final step in setting up access permissions. Before going any further you need to have completed the preceding two steps.
- Create manager/web user groups and assign users to them.
- Create document groups and assign documents to them.
- Link each user group with one or more document groups.
Create user/document group links
- Navigate to Security -> Web Permissions [OR] Manager Permissions.
- Click on the User/Document group links tab.
- For each new user/document group link:
- Select a document group from the drop-down list next to a user group.
- Click on the Add button next to that drop-down list.
- Repeat step #3 until all appropriate links have been added.
Example user/document group links
Example manager user/document group links for a club:
User Group |
Document Groups |
|
Website Managers |
Home |
|
News Editors |
Latest News |
|
Coaches |
Coaches' Corner |
In this example, a manager user in the "Website Managers" user group can edit any document in the site; "News Editors" may only edit documents in the "Latest News" group; and "Coaches" may only edit documents in the "Coaches' Corner", "Latest News" or "Members Only" groups.
Example manager user/document group links for a business:
User Group |
Document Groups |
|
Managers |
Home |
|
Marketing |
About Us |
|
Accounting |
Annual Report |
Example web user/document group links for a club:
User Group |
Document Groups |
|
New Users |
|
|
Committee |
Committee Only |
|
Members |
Members Only |