Installation guide

11Essentials Installation
© 2013 Equisys Ltd
Select a user and choose Edit from the Home tab.
In the User Permission Sets fast tab, select an empty row and add the required permission sets from the options
below.
o ZETADOCS - grants access to the standard Zetadocs pages, forms and tables and allows you to use Zetadocs
for NAV.
o ZETADOCS ADMIN - grants the user the ability to adjust the setup of the system in more fundamental ways and
should be reserved to administrators only.
Click OK when finished and repeat for the remaining users.
For NAV 2009
Click Tools > Security > Roles.
Select the Zetadocs role you want to from the options below and click the Role button and select the Windows
Logins option.
o ZETADOCS - grants access to the standard Zetadocs pages, forms and tables and allows you to use Zetadocs
for NAV.
o ZETADOCS ADMIN - grants the user the ability to adjust the setup of the system in more fundamental ways and
should be reserved to administrators only.
To add a Windows user or group to the list, select an empty row.
In the Login ID field, click Assist and the Windows Logins window appears.
Select the user you want to assign this Zetadocs role to and click OK.
This user or group will now be added to the list shown in the Windows Logins window for this role, repeat for any
remaining users.