Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 18
 ZETADOCS - grants access to the standard Zetadocs forms and tables and allows you to use
Zetadocs for NAV.
 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.
Roles
 Select Administration  Application Setup  Company Setup  Data Migration.
 The Migration Overview form will appear, select Functions and then Import from XML.
 Go to your product download and browse to the Zetadocs NAV Server Components folder and
select the Zetadocs for NAV Roles.xml file.
 When the import is complete return to the Migration Overview form, select the Migration button
and then Apply Migration Data.
 Repeat this process to import and apply the Zetadocs for NAV Permissions.xml file.
 Next select Tools Security Synchronize All Logins.
Setting up Users
To assign a role to a user simply:
 Click Tools  Security  Roles.
 Select the Zetadocs role you want to assign and click the Role button and select the Windows
Logins option.
 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.