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Step 1: Create a Project
Full instructions for creating a project can be found in this Help Video.
To Set up the File Naming Convention, navigate to the "Information Management Settings" page under the Document Management nav area.
Step 2: Create a Permission Group for Each Access Level
At the beginning of a project, it is recommended to create some permission groups that specifically relate to the document access needed by a group in File Manager and design Deliverables. It is recommended to have these groups contain the "General User" setting for File Manager and Design deliverables.
For Example:
- "Design Team"
- "Contractor Submitters"
- "Information Managers"
- "Record Viewers"
For more detail on how to create a permission group - check out this Help Video
Step 3: Create the File Manager & Design Deliverables Folders required for the Project
For full instructions to create a File Manager folder, check out this Help Article.
Step 4: For each role on the folder (Submitter/Viewer/Information Manager) add the relevant permission groups
When adding users to the roles in a folder, click on the "groups" tab to see a list of permission groups on the project.
Drop in the relevant permission group for each role in the folder.
Step 5: When adding new users, add them to the appropriate permission group to give them the access they need.
Each time you add a new user to the project, ensure they are included in the correct permission group.
