User Groups Overview
User groups are collections of user accounts that are used to control users' access to work groups and quick documents groups.
Overview
In HotDocs Advance, user access to templates is controlled by the allocation of user groups to work groups. Users can only access templates in work groups to which their user groups are assigned. This enables administrators to organize users into groups with related interests and give them access to specific work groups. For example, to organize users into a user group for an organization's legal department and grant them access to legal department-specific templates.
User Groups in Active Directory and HotDocs Advance
When using Active Directory (AD) with HotDocs Advance, it is important to understand the distinction between user groups within Active Directory and HotDocs Advance user groups. All users added to Advance via Active Directory must be imported as members of an Active Directory user group. AD user groups can only be imported and cannot be created within Advance. Importing an AD user group also imports the Active Directory user accounts it contains into Advance. AD user accounts are only accessible in Advance when you have imported an AD user group. AD user groups function in the same way as Advance user groups. You can allocate AD user groups to work groups, quick groups, and so on.
Advance supports Active Directory users being members of both Active Directory user groups and also Advance user groups. You can also create ordinary Advance user groups and add AD user accounts to them. This enables you to create your own specific user groups for Advance if the exact user group you need does not already have an equivalent in Active Directory.
When a user's membership of a user group in Active Directory changes, the same change is reflected in the imported AD user group within Advance, though these changes may take a few minutes to appear in Advance.