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Manage Groups

From the menu on the left-side of the screen, click Admin, then click Groups under the third column: Security Management.

Add Group

1. Click the Add Group button.
2. In the pop-up window, enter the Group Name.
3. Select the default permissions for the group.
4. Click the Save button when finished.

Assign Group to Fileroom

1. Under the Actions column, click the Manage Filerooms button next to the group.
2. In the pop-up window, add the filerooms you want the group assigned to.
3. Close the window when finished.

Add Users to Existing Group

1. Under the Actions column, click the Add Users button next to the group.
2. In the pop-up window, add the users you want in the group.
3. Close the window when finished.

Edit User Permissions within Existing Group

1. Under the Actions column, click the Add Users button next to the group.
2. In the pop-up window, edit the user permissions as needed.
3. Click the Save button when finished.
   • Clicking the Set Default button will set all users permissions to the default permissions set for the group.

Edit Default Permissions for Group

1. Click the Group Name.
2. Update the default permissions for the group.
3. Click the Save button when finished.

Delete Group

1. Under the Actions column, click the Delete button next to the group. Deleting a group will not delete the users within the group.
2. Click Yes to confirm.