Adding a default user group - Groups with access

In your Quintalink account your default view will only be files that you are assigned to. Whether you are the law clerk or solicitor acting on the transaction. In order to view additional files that you may not be acting on, you will need to be added to the file as an additional user or be assigned to a user group with access.

What is a user group?

A user group is a customizable group that can be assigned to any and all users within your account. These groups can then be assigned to your files to grant access to the users associated with this group.

How do I create a user group?

To create a user group, switch your role to admin, by hovering over your initials in the top right corner and select "Switch to Admin". Once you are in admin mode, hover over More in the top banner to pull up the drop down menu and select users. Select the user in which you would like to assign a group to. Under the user's role you will find a field labeled groups.

Choose what you would like to name your group and enter it into the groups field. 

Don't forget to save the user using the save button at the bottom of their account summary.

How do I assign an existing group to additional users?

Once a group has been created it will be available for you to assign to any additional users using a drop down menu in the groups field.

If you wish to remove a group from the user simply hit the "x" next to the group name.

How do I assign a group to a file to grant the group access?

In your file on the general page, you will find a field labelled additional users and groups with access. This is where you will select the group you wish to assign. 

Once the group is added to the file, any user associated with this group will now be able to view and work on the assigned file.

How do I assign a group automatically to each file?

In admin role, hover over "More" in the top banner to bring up the drop down menu. Select "Settings". From the settings page, navigate to the "Files" tab. You will then see a setting named "Default Additional Users And Groups With Access for New Files". Open up the setting and assign the group you wish to automatically add to each file. 

Once this group is assigned, it will add to each new file upon file opening. 

Don't forget to save your new setting using the save button at the bottom.

     *Important note* This will only take affect on new files created. Any existing files you will need to manually assign the group in the general tab.

What if I want to revoke access to the default group on a certain file?

If you wish to remove a group from a file, simply hit the "x" on the group name in the general tab.