Fresh Projects

00:00: This article explains how to manage permission groups within the Fresh Memory Admin

00:04: panel.

00:06: Permission groups control which projects and overheads each person can see in Fresh

00:11: Memory.

00:13: A group is given access to a set of projects and overheads,

00:16: and you then add people to that group.

00:20: This is how you keep sensitive or NDA protected work restricted to the right people,

00:25: while everyone else gets on with their own projects.

00:29: Access covers both filing and searching,

00:32: so if someone can file to a project they can also search it.

00:37: In the admin portal,

00:38: select "Company Setup".

00:41: Then,

00:42: select "Permission Groups".

00:45: Select a group name from the Groups list,

00:48: for example Management or Staff.

00:51: The panel on the right will then show what that group has access to.

00:56: Next,

00:57: you can expand the "Employees" section to see everyone in your firm.

01:02: You can then go ahead and select the people who should belong to this group.

01:07: The counter next to the "Employees" heading,

01:10: for example "1/4",

01:11: shows how many of your employees are currently selected,

01:15: so you can see at a glance whether anyone has been missed.

01:19: Next, expand the "Projects" section and select the projects this group should have

01:23: access to.

01:26: There is a search box if your project list is long,

01:28: and you can use the tick box in the header row to select all.

01:33: Anyone in this group will then be able to file email to these projects as well as

01:37: search what has been filed to them.

01:41: Next, expand the "Overheads" section and select the overheads your group will have

01:45: access to.

01:48: These are your non-project folders,

01:50: such as General Admin, IT and Software,

01:52: or Marketing and BD.

01:55: It is worth thinking about these separately from projects,

01:58: since some overheads,

01:59: HR for example,

02:01: are usually meant for a smaller group of people.

02:05: To set up a new group,

02:06: select "New Group" in the top right corner of your dashboard.

02:11: Enter a name your team will recognise,

02:13: for example Finance,

02:15: Directors or a specific project team.

02:19: A short description is optional,

02:21: but it helps whoever looks after this later understand what the group is for.

02:27: After adding the details,

02:28: select "Save".

02:31: Once saved, your new group appears in the Groups list and you can add employees,

02:35: projects and overheads to it using the steps above.

02:40: You have now successfully learned how to manage your permission groups.