There are five different types of Person, or Roles, each of which provides different levels of access to documents and functions within fileplan. These are assigned to a Person when it is created or can be edited later.
Non-User/Disabled: This Person has no access to fileplan or documents and is not counted against the licence count for this instance. This role is often assigned to users who are no longer active within fileplan but who are needed to preserve historical records of activity.
Guest: This is the lowest level of access available for fileplan. These users can view documents but cannot edit them or upload new documents. Guests also have restricted access to the functions in fileplan. You can use the Guest role to allow customers and suppliers to have controlled access to specific folders.
User: The most common type of Person, this user can upload and edit documents but cannot perform administration activities within fileplan.
Administrator: This type of Person has all the permissions of a User, but also has the power to perform administration activities within fileplan, like making libraries, lists and adding people.
Instance Administrator: This Person is an Administrator who also has permission to manage the fileplan subscription.
How can I add users to our fileplan?
Administrators can add users at any time to your fileplan instance by clicking on the People button on the top blue bar. Adding a user to fileplan On the People page, click the Add Person button and fill in all the details to create the user. The ...
What is Access Control?
Access Control Explained Access Control is the means by which administrators can grant or restrict access to objects in fileplan. Access Control can be applied to Libraries, List Items and Folders. Access to these objects can be set for individual ...
Restricting Access to Folders
Access Control for Folders Access Control is the means by which users can grant or restrict access to objects in fileplan. When permission is assigned to a folder, those permissions apply to all documents in that folder. Users who have been granted ...
13 March 2016 - Web App Updated
Version 1.3 of the fileplan web application went live on 13 March 2016 for all users. This is a minor release with a number of bug fixes and two improvements. There is no need for additional actions, just log in to access the new features. We ...
23 February 2016 - Web App Updated
Version 1.2 of the fileplan web application went live on 23 February 2016 for all users. The fileplan web app has had roughly 100 additions in this release including bug fixes, improvements and new features. There is no need for additional actions, ...