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How Do I Manage Groups

Covering the basics of group management within Revver

Nathan Burton avatar
Written by Nathan Burton
Updated over a week ago

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.


Access & Feature Requirements

In order to manage groups and group permissions, your user account will require the following features:


Group Creation Basics

Step 1 - Navigate to the Groups Page

From the navigation menu select the 'All Features' menu. Under people select 'Groups'.

Step 2 - Create your Group

On the Groups page, click on the purple 'Add Group' button to create a new group.

Step 3 - Fill out necessary information

You will be presented with a blank group page, proceed by filling out all necessary fields. When finished, click on 'Add Group' at the bottom of the page to finalize the group creation.

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During group creation, you may add users and an optional group manager.

Step 4 - Finalize Group Creation

When you are satisfied with the options you've configured for the new group, click on 'Add Group' at the bottom of the page.


Managing an Existing Group

By following the navigation instructions above, go to the 'Groups' page and click on any existing group in the list to manage their settings.

Adding New Users to an Existing Group

Navigate to the groups page using the 'All Features' button on the left hand side of your screen. Click on the group you wish to add a new user to, this will open up its options page.

Scroll down to the 'Members' section and use the drop-down menu to select an existing user on your Revver account. Once selected, click on the icon that looks like a person with a + icon on it to add it to the members list.

When done, click on 'Save Group' at the bottom of the page.

Managing Group Item Permissions

Though limited, a groups existing item permissions can be managed from their group page. You cannot add new item permissions, but you can alter any permissions they currently already have.

For instructions on how to add new permissions to an existing user or group, please see our 'How to Add Item Permissions' guide.

When finished, click on 'Save Group' at the bottom of the page.

Deleting an Existing Group

Navigate to the groups page using the 'All Features' button on the left hand side of your screen. While on the groups page, you can hover your mouse over an existing group and click on the trash can icon to delete it.


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