Groups

user groups are the cornerstone of managing users and their document visibility/ access by assigning users to specific groups and linking those groups to patterns, administrators can ensure that users only access documents relevant to their role or workflow this structure centralizes permissions management, simplifies onboarding, and enhances document security with user groups , administrators can define access at the pattern level (e g , capital notices, capital account statements) segment users by team responsibilities or workflows layer additional control with document level assignments for high security use cases coming soon define access based on tags, ensuring data based access (e g only viewing data for a specific fund) this flexibility allows firms to scale operations efficiently while maintaining tight control over sensitive data creating a user group navigate to settings in data inbox select user groups from the settings menu on the left click create group enter a descriptive group name (e g , "capital notice team") add users by selecting their names from the list assign patterns to the group by checking the appropriate patterns in the selection menu note that it is possible to have a group that has access to no patterns this is useful for user groups that are more management centric in scope editing an existing group select the group from the list modify users or patterns as needed save changes to update permissions (access changes will be immediately applied) note that groups can be deactivated, meaning any document permissions provisioned via that group will be revoked unless provisioned through a different, active group user roles and permissions owners, managers, creators can create/edit user groups and assign patterns configure granular document level permissions standard, reviewer view their assigned user groups and associated patterns cannot edit groups or pattern associations