Setting View Rights - Protected Docs

This can only be done if you are part of the group ProtectedDocumentAdmin or a full admin

STEP-BY-STEP

1

Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here →
2

Browse to any page containing protected documents
3

As a ProtectedDocumentAdmin, on mouse-over of a folder, the usual icons appear along with a Lock icon for managing access
4
Clicking the lock icon opens a new window to set view permissions for the folder.
- Groups - the user group who can see these folders
- Companies - the company name that can see these folders (Company Names are part of the user's contact record)
- Company Types - company types who can view this folder
5

Start typing the name of the group, company or company type to enable view rights to those users.

STEP-BY-STEP

1

When you click on Protected Documents, all folders will be shown
2

Mouse over any folder to see the lock icon
3

Click the lock icon (as shown above in web page access) to set the view rights for a folder