Managing Groups

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VIEW Managing User & Groups

Add a User to an Existing Group

1. Go to Admin > Security > Groups
2. Scroll to the bottom of the screen where you will see the list of existing groups, then click the name of the group you want to add a user to.
3. When the group is open, click Manage Users.
4. A pop-up window will appear where you can then add a user to the group by clicking the + next to the user.
5. When a user is added, the “default” permissions will be set, though you can add/remove any permissions for each individual user in the group.
6. Clicking Save will save the permissions that are currently set. Clicking Set Default will give all users in the group the “default” group permissions.

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Edit User Permissions with a Group

1. Go to Admin > Security > Groups
2. Scroll to the bottom of the screen, then click the name of the group the user belongs to.
3. When the group is open, click Manage Users.
4. A pop-up window will appear where you can then update individual user permissions.
5. Clicking Save will save the permissions that are currently set. Clicking Set Default will give all users in the group the “default” group permissions.

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Create a Group

1. Go to Admin > Security > Groups
2. At the top of the screen, enter the Group Name, then add the Fileroom that the group will need access to by clicking the Add button, then choose the fileroom.
3. After you add the fileroom(s), you will need to set the group permissions. The group permissions will apply to all new users added to the group, but you can adjust individual user permissions within the group.
4. You will notice the four tabs labeled below at the top of the screen. Each tab contains permissions relating to the subject listed:
   1. Document Management
   2. CM Management
   3. Security Management
   4. Structure Management
5. Below these tabs, there is a check box to Check All Permissions. Checking this box will give the group all permissions listed in all four tabs labeled above. Within each tab, there is also a Check All box to give the group all permissions within that tab only.
6. Once finished setting the group permissions, click Save at the bottom of the screen.

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Delete a Group

1. Go to Admin > Security > Groups
2. Scroll to the bottom of the screen where you will see the list of existing groups, then click the name of the group you want to delete.
3. Click the Trash Can next to the group you want to delete.
4. Click Yes to confirm.