Group Administration

Administrators, with the proper permissions, can manage Groups from the Group Administration area.  From here, User Groups can be created to assign document access for multiple users. 

This function should be used when you have a group of users who should all have the same access to documents in the system. As is the case with any specific document access being granted, you must assign access to all other structured indexes in your DynaFile system. For instance, someone might need to see Payroll documents and only those - you will also need to give the group access to your Status index, Department index (if applicable), Company index (if applicable) and so on.

Once added, you will see the option to assign users to said group when adding a new user. 

Keep in mind, you always must specify and grant each unique user their User Information and Access Rights within their individual profile at the User Administration level.

From here you can:

  • Add / Remove groups
  • Control access for the users in those groups

To access the Group Administration area:

  1. Select Admin from the Menu Bar 
  2. Select Group Administration 
Only users with User Administration Access Rights have permission to access the Group Administration area

Add New Group 

Administrators can add groups to DynaFile by clicking the Create New Group Icon 

Learn more about Adding New Groups 

Edit Group

Administrators can manage document access for user groups by simply clicking on the group name

Learn More about Editing a Group

Delete Group

Administrators can delete groups from DynaFile by checking off the checkbox and clicking the delete groups icon   

Learn more about Deleting Groups