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How Do I Create Users And Groups In Laserfiche and Assign Security Access?

Creating New Groups, creating New Users, and assigning security access

If there are any unfamiliar terms within this article, please consult our glossary 

New Group vs New User

Setting the security access on a Group or User is an important part of being an administrator. 

Start by selecting the app picker icon, and then choosing Account, under Account Administration. You now have the option to create a New User or a New Group.

It is best practice to:

  1. Create a New Group first
  2. Move Users (roles) into that Group

If a User moves to another department, they can simply be removed from one Group and placed into another. A User can also be part of multiple Groups. For example, if the User were to take on additional responsibilities, you could add the User to different Groups.

Use Groups as much as possible when assigning security rights.

Creating a New Group

Follow these steps to create a New Group:

  1. Click the app picker icon, then select Account
  2. Click the Groups tab, and select Add User
  3. Give your new Group a name
  4. Select which Group your new Group belongs to
  5. Choose the Users who are part of this new Group
  6. Scroll down to License and Access and select a preset from the drop-down list.
  7. There are a number of different "parts" of Laserfiche, including:
    • Account
    • Repository
    • Public Portal
    • Process Automation
    • Developer Console
  8. Click Expand All.
  9. You can change each of these security access settings to Allow, Inherit or Deny a particular right.
  10. Click the blue Create button when you are finished.

This is the preferred method of assigning security access, as you can assign rights to a Group, and then move Users (roles) into that Group, where they will automatically inherit those rights you have set to the Group.


Creating a New User

Follow these steps to create a New User:

  1. Click the app picker icon, then select Account
  2. Click the Users tab, then select Add User
  3. Fill in User details
  4. Assign the new User to a Group(s)
  5. Scroll down to License and Access to choose the License Type.
    • Full
    • Community
    • Participant
    • None
  6. Select a preset from the drop-down list and choose from Full Rights, Inherit All or Remove All Rights.
  7. Click Expand All to view or edit your New User's security access.
  8. Click the blue Create button when you are finished.

 

Should you have any further questions, or this article does not complete your help request, please log in to the GFW client support area and lodge a support ticket using this link


Matthew

This article was written by Matthew Clooney.
Click here to learn more about our authors.