Groups make it easier to manage access/permissions for Users. They are also great when you have marked a document as private but would like to share this with a group
Create User Group
- Click on Account & Settings
- Click Utilities
- In the Search Utilities field, type: USER GROUPS
- Click on the User Groups tile
- Click Create New Group button
- Type the name of the User Group in the Group Name field
- Example: Front Office Manager
- Type the names of the Users that should be included, in the Group Users field
- Example: Mike Reis
- Click on the Username or press ENTER, to add
- Continue adding Usernames as needed
- Click the X to the right of a Username, to remove
- Click on the Save button
Edit User Group
Add or remove Users from the User Group. The User Group name can even be updated as well.
- Click on Account & Settings
- Click Utilities
- In the Search Utilities field, type: USER GROUPS
- Click on User Groups Tile
- Click the Edit button (Pencil icon)
- The Group Name field can be updated
- Add/Remove Users from the Group Users field
- Click the Save button
Note: Only changes made to the Group Name will display here.
- To view the Users, click the Edit button (Pencil icon)
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