Creating a Security group

The minimum setting to make a contact a user of InEight Document is adding to a Security Group. A Security Group controls access to Mail Types, Transmittal Types, Form Types, and/or Document Admin functions by users allocated to the group.

1. Click Admin then Manage User Access.

   

2. Click New and enter a Security Group code and Title.

   

3. A Description can be entered to describe the purpose of the group. This will allow additional administrators to easily identify security groups when adding new users.

   

4. Select the default user security level of access to each of the InEight Document modules.

5. Click OK.