User Administration

Administrators of the DynaFile system have the ability to manage other user accounts and their corresponding permissions from the User Administration menu.  From this menu you can add, edit, or remove users, control and adjust their Access Rights, and grant or update their Document Access.

You can also deactivate users who should not have access to DynaFile when they are away and reactivate them upon their return.

Keep in mind that you only want to delete users who have permanently left the organization. For anyone else who needs to have their permissions and access escalated or dropped, you can simply click into said user's profile and make adjustments as necessary.

If you happen to delete a user who should not have been removed and must remain in the system, please contact your DynaFile Account Manager.

Note, only users with appropriate administrative Access Rights have permission to access the User Administration area

To access the User Administration area:

  1. Select Admin from the Menu Bar 
  2. Select User Administration from the Admin Menu

Add New User 

Admins, with permissions, can add users to DynaFile by using the Add New User button in the User Administration area. 

Learn more about Adding New Users

Delete User

Admins, with permissions, can delete users from DynaFile using the User Admin Area.

Learn more about Deleting Users

User Access Rights

Admins, with permissions, can manage access rights and document actions for other users from the User Admininistration area.

Learn more about managing User Access Rights

Group Membership

User Groups can be used to control document access for multiple users at the same time. With permissions, admins can manage group memberships for other users.

Learn more about managing Group Memberships

Structured Index Access

Admins, with permissions, have the ability to manage access for Structured Index Fields (SIF) as well as for specific Structured Index Values (SIV). Access permissions can be applied on an individual-level as well as a group-level.

Learn more about Structured Index Access

Specific Document Access 

Users can be granted access rights to specific documents. Admin users, with permissions, can manage this from the User Administration area.

For example: This function in the system would allow you to give very specific document access to someone performing an audit.

Learn more about managing Specific Document Access