InEight Document - Configuring Security Group Access by Type

Configuring Security Group Access by Type

You can configure a group's security access for each type of mail, transmittal, and form.

Configure security group access by type

Summary: Configure a security group's access to actions for each type of mail, transmittal, and form.

Click the Settings icon, and then select Admin. The Administration page opens.
From the Administration page, select Manager user access and then select a security group.
Select the module from the Access type drop-down menu.
Select the check boxes to set the access levels for each item.
Click Save.

The following tables describe each setting.

Mail type access

Setting	Description
Read	Gives the user access to view but not create mail of this type.
Draft for review	Gives the user access to both view and create mail of this type for review but restricts the ability to send mail.
Send	Gives the user access to view, create and send mail of this type.
Attach files	Gives the user the ability to attach files to mail of this type.
Visibility	Select the required visibility for each mail type for users assigned to this security group.

Setting

Description

Read

Gives the user access to view but not create mail of this type.

Draft for review

Gives the user access to both view and create mail of this type for review but restricts the ability to send mail.

Send

Gives the user access to view, create and send mail of this type.

Attach files

Gives the user the ability to attach files to mail of this type.

Visibility

Select the required visibility for each mail type for users assigned to this security group.

Transmittal type access

Setting	Description
Read	Gives the user access to view but not create transmittals of this type.
Draft for review	Gives the user access to both view and create transmittals of this type for review but restricts the ability to send transmittals of this type.
Send	Gives the user access to view, create and send transmittals of this type.

Setting

Description

Read

Gives the user access to view but not create transmittals of this type.

Draft for review

Gives the user access to both view and create transmittals of this type for review but restricts the ability to send transmittals of this type.

Send

Gives the user access to view, create and send transmittals of this type.

Forms type access

Setting	Description
Read	Gives the user access to view but not create forms of this type.
Send	Gives the user access to view, create and send forms of this type.
Manage reviewers	Indicates whether members of the security group can manage reviewers at the individual, company, or project level.
Visibility	Select the required visibility for form type for users assigned to this security group.

Setting

Description

Read

Gives the user access to view but not create forms of this type.

Send

Gives the user access to view, create and send forms of this type.

Manage reviewers

Indicates whether members of the security group can manage reviewers at the individual, company, or project level.

Visibility

Select the required visibility for form type for users assigned to this security group.