How to Create a Security Group

  1. Select Administration > Manage Users > Security Groups. This takes you to the Manage Users: Security Groups page.      

                  

          

  1. From the Actions menu, select Add Security Group. This takes you to the Security Groups: Add Security Group page.         

                  

  1. Enter a name and description.

           
       

               
  1. Choose Save from the Actions menu. This takes you to the Security Groups: Assign Permissions to Security Group page.            

           
       

            

  1. Assign permissions to Corporate/Legal. Navigate the hierarchy of files until you find the Legal folder (Corporate > Legal). Then check its checkbox.            

           
       

               
  1. Select Save from the Actions menu. This takes you to the Security Groups: Permissions Assigned to Security Group page.            

           
       

             

  1. Select Read Only permission. We want the people in this group to be able to read anything in the Legal folder. But we don’t want them to be able to change or delete anything.          

                         

  1. Choose Save from the Screen Actions menu
  1. Choose Assign Security Group Users from the Screen Actions menu. This takes you to the Security Groups: Assign Users screen.

           
       

           

    1. Select Millie Petersen.            
    2.       

 

                         

  1. Choose Save from the Actions menu.  
  2. Choose Security Groups from the Actions menu. You’ll see the security group you created in the table with all the others.

           
       

       

 

       

 

            

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