What are People?
People Explained
Each user of fileplan must be created as a Person. Every Person has a Role which determines what functions the user can perform in fileplan. People can be assigned to an Organisation if desired. People can also optionally be assigned to a Team. Access Control within fileplan is based on People and/or Teams.
Only People with the Role of Administrator or Instance Administrator can add, edit and delete People.
Related Articles
Organisations
Organisations Explained An Organisation is a business or other entity. fileplan allows a list of Organsations to be maintained for the purpose of knowing which Organisation each Person belongs to. A Person can only work for one Organisation. ...Teams and Team Membership
Teams Explained A Team is simply a group of People. Each person can be a member of one or more Teams, or no Teams. Teams are used to control access to documents. All members of the Team will have access to documents as set for the Team itself. This ...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 ...Deleting a Person
Deleting a Person People can be deleted, but only if no documents have that Person assigned to any field, for example as the Next Reviewer or the Author. To delete a Person, select the Person on the People page and then click the corresponding button ...Sharing Documents
Why Share Files? Sharing files allows anyone to access a set of files, even those people without access to fileplan. Access to these files can be granted for a specified period or indefinitely. To share documents, users first select a number of ...