Advance WorkflowUpload a template Make template accessible to users Work Items Download assembed documents

Assigning Access Permissions to a Work Group

You give user groups access to templates by assigning them permissions to specific work groups. You assign permissions in the Administration section of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to assign permissions to a work group.

To assign permissions to a work group

By default the list shows only the selected user groups. Deselect Show selected only to show all available user groups.

  1. In the Administration section, click Manage work groups Manage work groups
  2. From the list of work groups, select the work group you wish to edit.
  3. In the Details pane, click EditEdit.
  4. Select the Access permissions tab.
  5. Select the user group you want to assign to the work group. You can search for a user group or select from the list.
  6. Click Save Changes.

The permissions of the work group are updated.