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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.
- In the Administration section, click
Manage work groups
- From the list of work groups, select the work group you wish to edit.
- In the Details pane, click
Edit.
- Select the Access permissions tab.
- Select the user group you want to assign to the work group. You can search for a user group or select from the list.
- Click Save Changes.
The permissions of the work group are updated.