November 21

user groups user groups enable teams to manage users and their respective document visibility/ access with ease 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