Create and Edit User Group

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

  1. Click on Account & Settings
  2. Click Utilities
    1. In the Search Utilities field, type: USER GROUPS
  3. Click on the User Groups tile

    Account Settings - Utilties - User Group.gif

  4. Click Create New Group button
  5. Type the name of the User Group in the Group Name field
    1. Example: Front Office Manager
  6. Type the names of the Users that should be included, in the Group Users field
    1. Example: Mike Reis
  7. Click on the Username or press ENTER, to add
  8. Continue adding Usernames as needed
    1. Click the X to the right of a Username, to remove
  9. Click on the Save button

User Groups - New Group - Add.gif

 

 

Edit User Group

Add or remove Users from the User Group.  The User Group name can even be updated as well.

  1. Click on Account & Settings
  2. Click Utilities
  3. In the Search Utilities field, type: USER GROUPS
  4. Click on User Groups Tile

    Account Settings - Utilties - User Group.gif

  5. Click the Edit button (Pencil icon)
    1. The Group Name field can be updated
    2. Add/Remove Users from the Group Users field
  6. Click the Save button

    User Groups - Edit Group - Add.gif
Note: Only changes made to the Group Name will display here.
  • To view the Users, click the Edit button (Pencil icon)

mceclip12.png

 

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