File Access Restriction by Subsidiary in File Cabinet

User would like to restrict a specific Subsidiary users from accessing a certain File Cabinet folder.

Solution
  1. Navigate to Lists > Relationships > Groups > New
  2. Click Dynamic option and as a kind of members select Employee
  3. Click Continue
  4. Provide Name of the group, for example: Employees not from Parent Subsidiary
  5. Next to Saved Search field click the New button
  6. Now select Employee again
  7. In the Saved Search window, provide search Title, for example Employees not from Parent Subsidiary
  8. In Criteria subtab, add the filter: Subsidiary > none of > {subsidiary in question}
  9. Click Save
  10. Back to Create Dynamic Employee Group screen, click Save

Now user has a group of Employees that belong to all other Subsidiaries except the selected one and user can use it in Documents > File > File Cabinet > Edit folder > Restrict by Group field.

Result: Certain File Cabinet folder is not visible for a defined Subsidiary.

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