Managing People
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 ...
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. ...
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 ...
Adding a Person
Adding a Person To create a Person, click on People, and then Add Person. Enter the required details in the dialog that appears and then click Update. Person Fields First Name: The Person's first name. Last Name: The Person's surname. Display ...
User Roles
Roles Explained 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. ...
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 ...