Effective group management is a crucial aspect of ensuring efficient and secure collaboration within an organization. With the growing trend of remote work and distributed teams, group management has become even more critical to ensure proper access and control over sensitive information. This article offers a comprehensive guide to managing groups, covering key tasks such as creating, deleting, and adding users to groups. Additionally, it outlines the process of setting item and group permissions, which plays a crucial role in safeguarding against unauthorized access to confidential data. By following the guidelines outlined in this article, you can establish a robust system for group management, enhance your organization's security, and facilitate smoother collaboration amongst your team members.
Note: The user creating the group will need to have admin permissions.
How do I create a group?
From the navigation menu select the 'All Features' menu. Under people select 'Groups'.
Select the '+Add Group' icon
Fill out the groups information.
After adding users you can check the 'Members' list to confirm the users that you have added.
• Group Manager - Manager can be added to the group taking the steps you took above. This user is the manager of the group.
• Item Permission - This will show the building icon as default. You set the permission to the account if you want all user inside this account to see all Cabinets, Drawers, Folder & Files.
Note: Permission can be added manually to Cabinet, Drawers of folder. Please see the permissions article.
Click on the 'Create' button.
How do I delete a group?
From the navigation menu select the 'All Features' menu. Under people select 'Groups'.
Place your mouse cursor on top of the group to be deleted and select the 'trash can' icon and confirm to delete the group.
How do I add users to an existing group?
From the navigation menu select the 'All Features' menu. Under 'People' select 'Groups'.
Select the existing group.
Scroll down to the Members
To add an existing user to the group, select the drop down on 'Add Member(s)':
Select the user:
Click on the person icon and user will be added to group and showing on the 'Display Name'.
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