User groups define which folders users can access and what their rights are. If a user group’s rights are changed, the new rights take effect immediately for all users within the group. If a user is moved from one user group to another, the rights of the new group are also immediately applied to that user. With certain browsers, it may be necessary to log out and back in to see the changes.
Please note that a user can only belong to one user group at a time, not to several user groups.
You can add a user group from the organisation’s settings as follows:
1. Go to settings > users > user groups > select and add a new group.
2. Give the user group a name.
3. Add a description for the user group if necessary.
4. Select from the menu the folder and specify the desired rights for the folder.
There are three main levels of access permissions that can be granted for folders: admin rights, writing rights, and read-only rights:
Admin or writing rights to folders allow users to add and remove documents in those folders where the permissions have been granted. There is no functional difference between these rights for individual folders.
Reading rights for folders give users the ability to view documents in those folders where their user group has read access, but they do not have the right to create new documents, edit or delete them.
5. Add all necessary folders using the add folder button.
6. Then click create user group.
You have now created a user group!
Admin user group users have access to all folders and settings within the company account. A user who belongs to the admin user group cannot have their access restricted. Admins also have the authority to manage the access rights of other user groups.
The Admin user group is automatically available on every company account, so you don’t need to create it separately.
When a user group's permissions are changed, the changes take effect immediately for all members of that group. If a user is moved to another user group, the new group’s permissions take effect immediately. Some browsers may require the user to log out and back in for the changes to take effect.
Please note, that users can sign documents regardless of the permissions assigned to them.
This article has been translated using an AI-based translation tool.
Did you find it helpful? Yes No
Send feedback