The final step of adding a new login account as a user on your vault requires mapping that login to the equivalent “Staff” (Person) record inside the vault. This step links the matter-level security to documents based on the user’s logical group, private matter, and limited access rights.
To associate a Vault User to the Staff records:
- Login to the M-Files client using an Administrator or Vault Admin account.
- Navigate to the Staff folder and locate the Staff record of the new user. (Note: the records synchronize from eCounsel; if you do not see the person listed, the synchronization may not yet have occurred.)
- On the Metadata card, click the Vault User field and select the correlating login account.
- Click Save. This step applies the user's security across all existing documents. Depending on the size of the database, this step can take a while to complete.