With the Tax and Accounting SmartVault plans, you have access to three customizable groups. You can edit the names of these groups and then populate the groups with the employees for that particular group. Use these custom groups to control access to specialized folders that not all employees should access.
For this tutorial, we'll use the example of an accounting firm that also has employees that manage investments. Since not all employees will have access to investment folders, you can assign specific employees to an investment group and then set the access settings to only include the investment group.
You can use custom groups in a similar manner as described, or you can use custom groups for different purposes depending on the needs of your business.
For our example, we'll use the built-in folder template for investments.
You can create a new investment folder for a client by creating a new engagement for that client. Select Investment as the type of engagement. If you set up your folder templates for investments according to this guide, only members of your investors group will have access to the folders created when you add engagements for investments.
You can set up other folder templates similarly for other engagement types by using this tutorial as a guide. It's important to note that members of any of your custom groups will also be members of your employees group, and you should not try to use these custom groups to limit access to those folders to which your employees group has access.