Access to templates in HotDocs Advance is controlled through a system of work groups and user groups. For example, if you have two different departments accessing different templates, you could organize the users into two separate user groups representing the two departments.
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Users are organized by assigning them to structured User groups. Access to templates is controlled by allocation of user groups to work groups. This enables you 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 give them access to legal department-specific templates. Template users can only access templates in work groups to which their user groups are assigned.
The Manage user groups page is only visible if you are logged in to HotDocs Advance as a Site Administrator.
You will typically create a user group after you created or imported user accounts. You can then add users to the user group and assign the user group to a template group. After you have created a user group, you may need to add or remove users.
Users in the assigned user groups may then access the templates in the work group. For example:
A Work group (Employment Agreements) is created in HotDocs Advance, with six templates allocated.
A User group (HR Department) is created in HotDocs Advance, with three users allocated.
The HR Department user group is assigned to the Employment Agreements work group.
User group access permissions for templates are assigned in the Manage work groups section of HotDocs Advance.