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Setting | Action |
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Login | Enter the user's email address in this field. note
Logins can not exceed 45 characters and must be in a valid email format. For example, paul.parnes@pvm.com. |
Full name | Enter the user's full name in this field. We recommend using the Last name, First name format. |
Account expires on | If this will be a temporary account that expires automatically, mark this checkbox and select an expiration date and time for this account. The account will not be useable after the specified date and time but will remain as an unlicensed, inactive account.
note
A disabled user account retains group memberships for future use. |
Allow access to reports | If the user is authorized to view management reports, you can mark this checkbox to allow the user to view a document's audit history. Select the Reports button and specify the reports that this user is authorized to view. We recommend that you specify to allow or deny access for each report. If a user inherits report security privileges from a group and also has individual report security access, the user will have the individual report security level of access only. |
Allow users to work offline | Mark this checkbox allow this user to export more than one document at a time. |
Upload location | To assign a specific document upload location for this user, choose an available upload location from this field.
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License type | License type will default to Dedicated for this field.
note
While concurrent licenses are referenced on this screen, this license type is no longer available and will be removed from this screen in the near future. |
FirmFlow user | Mark this checkbox to specify if this user requires a FirmFlow license. |
FirmFlow routing notification (user) | Select this checkbox to enable FirmFlow email notification for this user. The user will receive an email with a link to the FirmFlow module when a folder is routed to them. |
FirmFlow routing notification (groups) | Mark this checkbox to enable FirmFlow email notification at the group level for this user. The user will receive an email with a link to the FirmFlow module when a folder is routed to the routing pools to which they belong. |
Internal user administration and portal user administration | Mark these checkboxes to enable team members to manage your internal users and/or to allow external portal users for ClientFlow or Client Center integration. Access to administrative tools by users with this security privilege is limited to user security settings.
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AdvanceFlow user | Mark this checkbox to allow the user to access AdvanceFlow. |