How to Set Group and File Permissions | FirmRoom Help Guide Videos

Under the “Groups” tab, you can control document and file user access. All permissions are initially controlled on the group level. To create a new group, hit the plus sign or select a group already created, then choose the file permissions button. The four icons at the top correlate with the amount of permission you can give each document, simply click one of the icons on the right hand side. Permissions can also be set all the way down to the individual file level. To see and set permissions across all groups, select the “All groups” button and then the “File Permissions”, and change the permissions as needed. Once you have permissions set for a certain group, add new members in by typing in their email address and any message you would like to send.