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Document permissions example - Deny Access option

Scenario: Auditors require permission to read, add, and edit all documents in the Clients drawer except business tax documents.
  1. Select
    Administration
    ,
    Manage Users & Groups
    , then select the
    Group Document Security
     tab.
  2. In the
    Groups
     field, select the group to which document security settings will apply.
    A special group (CLIENTS [RAE] NO TAX) was set up to establish document security. We recommend that you name the group using “S-“ at the beginning to indicate that this is a security group. In this example, users assigned to this group will have access to all documents (read, add, and edit privileges) in the Clients drawer except for those documents with any of the Business Tax file sections.
  3. Select the appropriate FileRoom from the
    Filerooms
     field.
  4. Select the
    Clients
     drawer.
  5. Select the
    Deny Access
     option.
    note
    As noted above, configuring document security to deny access for certain index values (such as File Sections) will prevent any access (read, add, and/or edit) to applicable documents while allowing full rights to all other documents in the drawer.
  6. In the Indexes list, select
    File Section
    .
  7. In the dropdown list, select the appropriate Business Tax value for the index you selected in the previous step.
  8. Select the
    Add
     button.
  9. Repeat the previous three steps for each index you want to add.
    note
    Firms may have certain documents for specific clients that general users should not be able to access. You can configure document security based on multiple indexes, such as File Section (any or all Tax) and Client Number. You may need to set up a group for this specific purpose.
  10. When you are done adding indexes, select the
    Save
     button.

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