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Available to User Managers or Admins

Creating a new group

At Groups, on the left click + New to create a new group. 

Naming a new group is mandatory. Also, to save and have it appear on the left you have to add at least one user:

  • On the Members tab, select the users (under Users) you would like to include in your new group

   (lightbulb) You can filter by groups with the drop-down menu or search users in the mini search bar.

  • The Add selected button at the bottom becomes active
  • Click Add selected and the selected users will appear under Current Members.

You can remove users from a group any time with selecting them and clicking Remove selected.

You can select a parent group from the drop-down menu in the header. Each group can be nested into any other group, there are no restrictions.

On the Groups tab, the drop-down arrow in front of a group's name means it's a parent group that includes subgroups.

Sharing

Each group's visibility can be set in Share.

You can choose between sharing the group with particular users to

  • View only: Add users or groups under CAN READ ONLY. Every user included here can view groups, but can't edit them.
  • Editing: under CAN READ AND WRITE

(lightbulb)Steps for editing an existing group are the same. To open a group for editing, highlight one and click Edit group


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