Related Videos

This video gives an overview of adding users, include location access groups, coverage access groups and security roles.

This video shows how to set up security by line of business or major coverage, restricting certain users to certain coverags.

This video shows how to set up security by location or location folder, restricting certain users to certain locations.

This video shows how to secure specific note types and restrict which users have access.

This video shows how Origami supports custom password complexity to meet your organization's security needs, without driving your users crazy.

This video shows how to set up security by type of payment using Payment Access Groups.

This video shows how to set up secure file folders so you can attach sensitive files in Origami and restrict which users have access.

This video gives an overview of saved user views.