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Manage Groups

From the menu on the left-side of the screen, click Admin, then click Groups under the third column: Security Management.

Add Group

  1. Click the Add Group button.
  2. In the pop-up window, enter the Group Name.
  3. Select the default permissions for the group.
  4. Click the Save button when finished.

Assign Group to Fileroom

  1. Under the Actions column, click the Manage Filerooms button next to the group.
  2. In the pop-up window, add the filerooms you want the group assigned to.
  3. Close the window when finished.

Add Users to Existing Group

  1. Under the Actions column, click the Add Users button next to the group.
  2. In the pop-up window, add the users you want in the group.
  3. Close the window when finished.

Edit User Permissions within Existing Group

  1. Under the Actions column, click the Add Users button next to the group.
  2. In the pop-up window, edit the user permissions as needed.
  3. Click the Save button when finished.
    • Clicking the Set Default button will set all users permissions to the default permissions set for the group.

Edit Default Permissions for Group

  1. Click the Group Name.
  2. Update the default permissions for the group.
  3. Click the Save button when finished.

Delete Group

  1. Under the Actions column, click the Delete button next to the group. Deleting a group will not delete the users within the group.
  2. Click Yes to confirm.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents

    • Filing a Single Document
    • Filing Multiple Documents
    • ARIE Functions

Document Handling
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

PinPoint Features

Pricing

About Us

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Privacy Policy

Cloud Based 

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Customer Portal