Share documents with group users

Use case

A group of registered users can see specific documents that public visitors or other users can't see.

Solution

1. Create a user group

1. Navigate to Users > Groups > New.
2. Create a user group named Important users.
3. Set Group Parent to Registered.
   

   

4. Click Save & Close.

2. Create menu item

1. Set Title to Documents.
2. Set Menu Item Type to DOCman > (Default) Hierarchical List.
   

   

3. Assign users

1. Navigate to Components > DOCman > Users.
2. Select all the users you want to give access.
3. Click Assign to group.
4. Select the Important users group.
   

   

5. Click Assign.

4. Create documents

1. Navigate to Components > DOCman > Documents.
2. Open an existing document or create a new document.
3. Under Permission set Access to Groups and select Important users.
4. Click Save & Close.

You can also share documents with individual users.