How to Create, Change, or Remove Users

• This section details all aspects of users and their specific permissions.
• This requires logging into your Treeno Web Portal as an Administrator.
•  When creating a new user, it is advisable to proceed through each of these sections to avoid permissions-based problems.
• To DISABLE a user or restrict their access, please go through this same process.

Create a New User

1. Go to Administration > User Functions > Create New User
2. Enter username, password, and email as needed. A unique identifier is required for the username.
3. Select the group(s) that the user will be considered a part of. Group Permissions guarantee specific rights to Cabinets, Folders or Document Types but cannot restrict them.
4. Select the cabinet(s) that the user will be allowed to have access to.

Change a User's Password, Username, and Email

1. Go to User Functions > Edit User Info
2. Change username and email as needed
3. You also can have the user to update their password at next login.
4. Go to User Functions > Manage Passwords
5. Select the user and enter the new password

Change a User's Group

1. Go to User Functions > Edit Group
2. Select the user from the dropdown list and modify their group access as needed.
3. Click 'save'

Change a User's Advanced Permissions

1. Go to System Preferences > Advanced Folder Settings
2. Select the new user
3. Unless confirmed by client, if not an Admin, view by Global and select Disabled for all
4. Locate the specific cabinets the user should have access to and enable all for those cabinets.

Change a User's Global Permissions (Optional)

1. Go to System Preferences > Global Settings
2. Next to the "Settings For" dropdown, select "System"
3. Verify that the default settings are correct for each setting.
4. Next to the "Settings For" dropdown, select Users.
5. For Each Setting in the "Setting" dropdown, change permissions for the target user as needed. This setting will override the default.

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