User Groups as Document Admins

Make a New User Group

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click on User management -> User Groups.
    Protected Documents
  • 3
    Enter the Name and Description of the new group and click Save.
    Protected Documents
  • 4
    In admin / User Management / User Groups, find the user group you wish to make into a protected document admin
  • 5
    Click on the Edit Permission icon
    Protected Documents
  • 6
    The Edit Permission page will appear
  • 7
    Select Manage Protected Document Permissions
  • 8
    Click the Save button
    Protected Documents
  • 9
    After updating the group's permissions, all users of the group will have the ability to administer view rights for protected document folders.

Extra Security with Session Variables

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    To add extra security to your protected documents, with or without the User groups, you can use the Session Variables and Conditional Expressions. This setting may only work if the user is logged in or the session variables are set correctly.
    Protected Documents
    • Session Variables - these are pieces of information stored using the login credentials of the user i.e FirstName, LastName or Email etc.
    • Conditional Expression - the logic that will be used to show the Folder (Equal to/Not Equal to)
    • Folder Name - we will show the folder if it matches the Sessions value OR;
    • Set the value you want for the Session Variable selected.
       

    Note: An example configuration would be: I selected Session Variable as "FirstName" and Conditional Expression as "Equals", unchecked Folder Name and set the Value to "Test". The output should only allow users with Firstname = Test to see the folder.

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