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Set up document security features for ClientFlow

If you have administrative privileges, you can set up and manage document-level security for ClientFlow users. Use the steps here to create a security group for ClientFlow users, then add them to the group.
  1. In GoFileRoom, select
    Administration
     and choose
    Manage Users & Groups
    .
  2. Select the
    Groups
     tab.
  3. Choose
    New Group
     in the
    Select Group
     field.
  4. Add a
    Group Name
     for the group that starts with "CF-". For example, "CF-Financial Officer".
  5. Add
    Portal Doc Security Group
     in the
    Comments
     field.
  6. Mark any checkboxes in the Groups tab that should apply to the group.
  7. Select
    Save
    , then open the
    Permissions
     tab.
  8. Mark the checkboxes in the Read and Add columns for the Clients drawer.
  9. Select
    Save
    , then open the
    Group Document Security
     tab.
  10. Select the
    Group
    ,
    Fileroom
    , and applicable drawer from the lists for the available fields.
  11. Select either
    Deny Access
     or
    Allow Access
    .
    • Deny Access blocks access to a specific list of indexes associated to documents.
    • Allow Access grants access to a specific list of indexes associated to documents.
    • The No Edit option is not applicable to ClientFlow users.
  12. Choose a field from the list of Index fields
  13. Add a value for the
    Index
     field next to
    Add
    . 
  14. Select
    Add
    , then
    Save
     to complete your group setup.
  15. Open the
    ClientFlow Users
     tab to add users.
  16. Choose a user in the
    Select User
     field.
  17. Select the ClientFlow document security group you created, then select the right-arrow button to move it to the
    Member Of
     pane.
  18. Select the
    Save
     when you're done.

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