In Rever, access to the file structure, whether the entire Account, Cabinets, Drawers or individual Folders is done through Item Item Permissions.

For larger accounts with many users this is a very powerful feature for the admin to easily mass apply permissions. This is most useful for accounts with many users, frequently changing duties or high rates of turnover such as the case of seasonal employees.

By simply creating a group and then assigning the Item Permissions to the group, instead of individual or “User Level”. This facilitates adding or changing permissions so all individuals in that group will pick up those permissions without tediously assigning them one by one at the user level.

A newer feature in Groups is the ability to also declare System Permissions so you do not have to try to remember them each time you add a new user to the group, however, if the user(s) may need specific system permissions, it might be best to do this at the User Level instead of the group.

In order to manage groups and group permissions, your user account will require the following permissions:

This section of the article will cover how to create a new user group within Revver.

In Revver, click on the 'All Features' button on the left hand side and select 'Groups', located under the 'People' column.

On the Groups page, click on the 'Add Group' button at the top right of the page.

Once you click the 'Add Group' button, you will be taken to a page where you get to define what your new user group looks like.

The first step will be to name your group, most user groups are named after the department or employee level they represent. For example, your user group may be for your HR or IT Team.

Profile information can be added to your group, allowing you to define new fields for any additional metadata you may need to attach to the group. For example, which office they are based out of, a phone number this group can be reached at, etc.

Group members do not need to be added immediately, you can create your group and add members to it later on if necessary. However, you have the option of defining who will be a member of this group. You can optionally assign a manager to the group as well.

Groups can be provided user permissions to determine what features the members of this group will be able to access in Revver.

Groups can be granted all of the same user permissions that a normal user can. For more information on user permissions and what they indicate, please see our 'User System Permissions and What They Indicate' guide.

At the bottom of the page, there are three additional features that groups can have enabled. Security policies can be enabled so that all users are adhering to necessary password or IP restriction requirements. Groups can also be added to other groups as necessary. And finally they can be granted access to SalesForce integration if your organization uses it.

Item permissions, or permissions that grant access to folders and files, cannot be added using the group menu, and must instead be added from the 'Documents' view in Revver.

For a comprehensive guide on how to add item permissions to a user or group, please see our 'How To Add Item Permissions' guide.

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