How to block a user from a Workspace in NetDocuments
I want to make sure that Wayne Jarvis cannot see the Bluth Company – Purchase of 4432 Tetrick Road – 999.999-0002 in NetDocuments
There are two things you need to do to make this happen:
1. Block access to the Matter
2. Block access to the existing documents.
Part 1: Block Access to the Matter
Step 1: Go to the profile table in NetDocuments Admin
Step 2: Open up the Matter Attributes and add U:Wayne.email@example.com|N
Click here to find out more about Profile Based Security.
If you had 2 users, your would use:
If I had more then 2 users, I would create group to do this.
- Create Group and add users
- Add Group to the Cabinet with no default access
- Use the code Litigation|N (Group name is Litigation in this example)
When that user goes to open the workspace, this is what they will see:
However, they can still do an advanced search to find documents in that workspace.
Part 2: Hide the existing documents from that user
Step 1: In advanced search, choose that client and matter.
Step 2: Click on the carrot next to search results
Step 3: Choose Modify Access
Step 4: Make sure Add is selected.
You don’t want to select remove.
Step 5: Select Internal Groups and highlight the group and choose Show Members
Step 6: Click No Access
Step 7: Add that User
Step 8: Click OK