Examples

Review the requirements of the groups that need to access the sample telephone bill reports.

• Customer service group. Users that belong to the group can open the telephone bill report folder and query documents stored in the telephone bill report application group. When the report is added to the system, the group will be added to the application group and the folder. Identify a group owner. The group owner can add new customer service users to the group and remove users from the group.
• Customer XYZ group. Users that belong to the group can also open the telephone bill report folder and query documents stored in the telephone bill report application group. However, you can limit access to documents that contain a specific customer name and account number. When the report is added to the system, add the group to the application group and the folder and specify the necessary restrictions.
• Users. Add the users that were defined in Adding users to the groups.