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Creating a User Group
Omnistar Document Management Software is built to provide the best possible features for an administrator who is providing access to files for numerous types of users. With Omnistar Document Management Software's User Group feature, you can manage different permissions to set user groups from one location, allowing you to keep permissions up to date with the different folders in the software. You can also customize the look of the software, providing different user groups with different links, or an entirely different look to the software once they login. With Omnistar Document Management Software, we give you the power and flexibilty, and you decide how you want to use it.
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Launch Video
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Step 1: Create a new User Group
Select the users tab of the document management solution. Select Manage Groups, and then click Add Group. |
Step 2: Enter the groups details
Enter a name for the group, this will be used internally. Select the folders you would like to give members of this group access to. You can make users, reviewers, and admins members of the group, and they will only be able to work, create folders, and create users with access to the folders you give them permission to use. You can give individuals the ability to access extra folders when creating them. |
Step 3a: Use the template to customize the look of the software
You can have the software present a different design to members of this group. Using the template you can change the color of the navigation buttons, change the header and footer graphics, and alter the links that appear at the top of the page. Click Save to create the new group |
Step 3b: Use HTML to customize the look of the software
Alternately you can use HTML to change the look of the software for your users. You can still edit the color of the top navigation buttons, but for other changes, enter HTML code for the header and footer, and the code will replace the default template for your users. Click Save to create the new group
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Step 4: Create a new user
Navigate back to the users tab and select Add User. At the bottom of the add user page is the user group option. Select the group you would like the user to belong to. Set the rest of the users permissions as normal. You can also add further folder permissions if you would like to give the user access to more files.
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