An Access Group is the group of Users who have access to a given Brief. An Access Group can be linked to more than one Brief. A Brief can be linked to more than one Access Group. A User can belong to more than one Access Group and have access to more than one Brief.
In order to create a new Brief you must first have or create an Access Group. It will include the members of the team who will be given access to the Brief and all or some of the documents filed in it.
To create a new Access Group and the members within that Access Group point the cursor to the User Manager tab and left click. This will take you to the User Manager task area. The screen will display in a tool bar buttons for New Access Group and New User. If you have already created Users and Access Groups and Users the details of the Users will be displayed on the screen.
To create a new Access Group point the cursor to the New Access Group button and left click. This will take you to a window that asks you to provide a name for the new Access Group.
Give the new Access Group a name and then left click the Save button. The simplest method of naming the Access Group may be by short hand for the firm name followed by the surname of the responsible person (which may be you) and the name of a senior associate.
It is important to correctly identify the Access Group because each Brief that you create must be linked to an Access Group and all members of the Access Group will be able to see the Brief that is linked to the Access Group they belong to.
If, as a Brief Manager, you have different teams then you should create a separate Access Group for each separate team.
After you have saved the details of the new Access Group Cloudbrief will default to the initial User Manager page and will display the list of All Users.
To edit the details of or delete an Access Group click the link ‘Access Groups’ (on the User Manager page) and then use the applicable button to the right of the name of the Access Group.