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Posted 8/8/2007 8:01:24 AM
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Last Login: 8/14/2007 12:34:44 PM
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So here's my situation; I have an office of multiple computers networked to store all prospect and borrowers information on a server computer. Their are no user accounts setup and everyone has access to all of the files. My question is this: how would I configure the systems so that each LO only has access to read/write the files which they either have created and are working, or have closed. Basically, since the office is growing, I'd like to set it up so that people only have access to data that pertains to themselves. Also, I'd like to leave one or two accounts (administrators) with access to all of the files. Please advise, and thanks for your time.

-Jim DeMatt

Post #5574
Posted 8/8/2007 11:03:56 AM
Supreme Being

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Point Administrator is your friend!

Seriously, Point Administrator probably has 99.99% of what you are looking for.  Whether it be setting up folders that only certain people have access to or setting up user securities within specific folders, you have a few options at your disposal.

From my experience, I'd recommend not going too crazy with multiple folders, but keeping it as simple as possible... Others may have different experiences, but I've found managing at the user level is so much easier than managing at a folder level.

Post #5575
Posted 8/8/2007 11:07:50 AM
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Sounds good, thanks for the heads up. I'll let you know how it goes after I try it out. I figured that was the best bet, but wasn't quite sure if Point could solve the issue on its own.
Post #5576
Posted 9/8/2007 10:48:40 AM
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Point Administrator works well assuming you trust your staff, however it will not keep users from accessing files belonging to other users. It you are looking for true security, you'll need another option.
Post #5768
Posted 9/24/2007 9:16:47 PM
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If you do everything through point admin, then a deviant LO can just copy/move/delete the underlying files anywhere they want, via windows file manager. Point admin only polices activites performed from within point.

Jay
Post #5890
Posted 9/25/2007 7:18:22 AM


Sepal

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You can get around this with windows security but PDS would be an easier solution.  Not to mention things would run faster and you gain remote access if you want it.

Disclaimer:  This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post.
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