Create or Edit User Group

Overview

Updated 08/13/2021

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 (more on marking a document as private).

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Create User Group

Edit User Group

Create User Group

1. Click on Account & Settings
2. Click Utilities
   
   
   
   
3. In the Search Utilities field, type: USER GROUPS
4. Click on User Groups card
   
   
   
   
5. Click Create New Group button
   
   
   
   
6. Type the name of the User Group in the Group Name field
   1. Example: Front Office Manager
7. Type the names of the Users that should be included, in the Group Users field
   1. Example: Mike Reis
      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 Save button
   
   

• Example: Now the User Group "Front Office Manager" has been created

Edit User Group

1. Click on Account & Settings
2. Click Utilities
   
   
   
   
3. In the Search Utilities field, type: USER GROUPS
4. Click on User Groups card
   
   
   
   
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
   1. Example: Updating the Group Name field to include an "s" at the end of the Group Name.
   2. Example: Removing the User Becky-Fox from the Group Users field
      
      

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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