Creating a Security Group


To make a contact a user of InEight Document, they must be added to a security group. A security group controls access to mail types, transmittal types, form types and document administration functions by users allocated to the group.

To create a security group:

  1. Click the cogwheel icon and select Admin.
    Select Admin from Cogwheel icon settings

  2. Select Manage user access and click the plus icon.
    Plus icon to create security group in Manage user access tab from Admitration menu

  3. Fill in the details of the new security group.

  4. Select the default user security access level to each of the InEight Document modules.
    Select default user security access from Add new security group panel

  5. Click Save.