Entitle Person to Document Template Access Group

Explanation

This activity is used to add a person to a document access group. The person will receive all document access privileges of that group.

Prerequisites

In order to perform this activity, a document access group has to be registered in the system.

System Effects

As a result of this activity, a person will receive access to document templates available to the group.

Window

Data Access Group

Related Window Descriptions

Data Access Group

Procedure

  1. Open the Data Access Group window and find a document template access user group to which you want to entitle a person to.
  2. In the table, create a new record in order to add a person to the user group.
  3. In the Person ID field, specify an ID for the employee. Alternatively, you can use the list of values.
  4. Save the information.