Creating Document Access Groups

You can create access groups when adding new documents or when editing existing documents.

Create/Assign Access Groups When Adding A New Document

Add a new document by clicking Add New Document".

You can now restrict this document to an Access Group by scrolling down to "Restrict Access" in the "Add New Document" modal. Click "Specific user access groups". Simply start typing to create a new access group, pressing enter when you're done. If you've already created an Access Group, you can simply select it from the dropdown. See screenshots below.

Create/Assign Access Groups When Editing an Existing Document

The process is similar when creating/assigning an access group to an already existing document. Start by clicking edit on the document card.

From here the process is identical as above. You can restrict this document to an Access Group by scrolling down to "Restrict Access" in the "Add New Document" modal. Click "Specific user access groups". Simply start typing to create a new access group, pressing enter when you're done. If you've already created an Access Group, you can simply select it from the dropdown. See screenshots below.


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