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Permissions Help

You can find the Permissions drop down button on the Document Details, Client Details and Template Details pages. Using this you can change who is allowed to edit each item. The process is the same whether you are altering permissions for editing the details of a Document, Client or Template.

Adding a new Permission: Click on the Permissions drop down button at the top right of the page to display the current permissions on this item and click the Add Permission button.

Permissions overview

You can now choose to add a user or group by clicking the drop-down menu or by clicking the Browse button.

Add new permission

If you select Browse you will be able to select from a list of all groups or users, you can change which list by clicking on Show Users or Show Groups.

Group browser

Once you have selected the User or Group you would like to add, it will automatically appear in the permissions list. You can enable or disable the User or Group's access at any time by de-selecting the box next to their entry on the permissions list.