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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.


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


Hidden groups (Group visibility)

If you are currently not using certain groups, you can make them disappear from the group menu without deleting them. 

Selecting the Hidden group checkbox, the group will not be listed in the group menu on the right of Groups & Users
You can unhide a group at any time when you need to.


Group sharing is different from group visibility.

Sharing

Each group's accessibility 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. Any user included here with access to the User Manager can view the group, but can't edit it.
  • Editing: Add users or groups under CAN READ AND WRITE. Any user included here with access to the User Manager can edit the group.


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