• Overview
• Creating security groups and access rights
• Creating passwords for staff members
• Assigning users to security groups
• Enabling other users to access password protection
• Filtering documents for protection

To create protection groups and access rights

1. On the Tools menu, click Protection and then Protection Setup.
2. Under Available Groups, click Add and enter the Group Name and Group Description.
3. Click the Rights tab to specify access rights for the current group. When a group is first created, access is denied and all of the check boxes are deselected.

4. In the Category window click each file area, and in the Commands pane click the boxes to put check marks beside the options you want users to be able to access.

   Note: The help topic "Rights tab" has links to explanations of all of the security rights.

5. Click the CaseView tab to set the current group's access level for CaseView.
6. Repeat steps 2 to 5 to create additional protection groups.
7. Click Close.

Notes

• Each of the File, Process, Setup, Document and Tools categories contain access information for the corresponding menu. For example, the File category contains access rights for commands on the File menu. Select the check boxes for the areas to which the protection group should have rights. Use the CaseView tab to specify access rights to CaseView documents.