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36.9. Add a User to a Security Group

Worldox Professional

Add a User to a Single Security Group

 
Once you've added a new user or if a user changes job rolls within the firm, you may need to add them to any applicable security groups.  If you have security implemented (certain users only have access to certain cabinets in Worldox) you will need to perform the following steps:
  • Launch the WDAdmin Program (how do I access WDAdmin?)

  • In WDAdmin, select Edit -> Group Security

  • From the left-hand window pane, single click on the security group to which you would like to add the user

  • From the right-hand window pane, select "Add User"

  • Select the appropriate use(s) and click the green checkmark

  • Click the Save icon

 

Sites with Enhanced Worldox Security (Active Directory Security) Enabled

Note: This information is for firms that have Active Directory enabled.  If you do not have Active Directory enabled, you can skip this section (What is Active Directory Integration?).

If you have enabled Worldox Advanced Security (aka Active Directory Integration):

  • After clicking "Save" to save your security changes, click the Sync AD button:

  • The "Network -> Sync AD" window will open - Select all the cabinets with Active Directory security (these will be selected by default):

  • Click the Select button

  • Confirm the selection in the "Clarify Selection" window and click "Continue"

  • In the Network > Synch AD > Method window, select "Thorough"

  • Click OK

  • Allow the sync to run (this can take anywhere from a few seconds to a couple of hours, depending on the volume of files with Active Directory security)

  • Once the sync is completed, close the WDINDEX application and re-start it (in WDINDEX, select "Close Server", shut down the program, then re-launch from the "Indexer Auto Start" Desktop shortcut)

Note:  Users you are adding to security groups must log off their workstations and log back in to apply the security properly.  This allows the operating system to be made aware of the security adjustments.  Until they do this, they may see 'Access is Denied (#5)' error messages when they perform searches.

 

Adding Users to Multiple Security Groups

If you're adding users to multiple security groups at the same time, you may want to utilize this method:

  • Launch the WDAdmin Program (how do I access WDAdmin?)

  • In WDAdmin, select Edit -> Group Security

  • Select the "Users" radio button:

  • From the left-hand window pane, single click on the user to which you would like to assign the groups
  • From the right-hand window pane, select "Add User Group"
  • Select the groups in which you want to add the user by checking all the groups
  • Select the green check mark titled "Select"
  • Confirm your selection
  • Click the "Save" icon

 

General Note About Security Design

Note:  When you feel it is appropriate to apply security settings to specific groups of files, please contact Trumpet to configure security (billed hourly).  Security set up typically happens in conjunction with Trumpet installing practice management filing cabinets (e.g. personnel, accounting, compliance, etc.).  Trumpet strongly recommends that you arrange for Trumpet to configure your initial security settings.  Please note that Trumpet does not support security configurations that were not created by Trumpet.
 

Worldox Cloud

If you need to add a user to a security group, please notify us by emailing support@trumpetinc.com.

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