Access Groups
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      Groups - Creating an Access Group

      Creating Access Groups and Managing Group Members

      Privileges Required for Creating Access Groups

      This feature is designed for users with the following privileges:

      • Site Administrators (Role Group)
      • User Administrators (Role Group)

      Only these two roles have the ability to create new Access Groups.

      Important Note: Assigning a user as a User Administrator (Role Group) will allow them to:

      • Create new Access Groups.
      • Add members to the newly created Access Groups.

      A user with only User Administrator (Role Group) privileges cannot add or modify folder permissions within the Access Groups they create. This capability is reserved for Site Administrators and users with both User Administrator and File Administrator privileges, or Group Managers with both User Manager and File Manager privileges. 

      Privileges Required for Adding Users to Access Groups

      The following privileges are required to make changes an Access Group's list of members:

      • Site Administrators (Role Group)
      • User Administrators (Role Group)
      • Access Group member with User Manager Rights

      Access Groups 

      The “List” tab for Access Groups displays a list of groups created by an administrator. This list can be opened or closed by clicking on the "expand" arrow to the left of the icon to see groups previously created:


      Adding a New Access Group

      There are two methods to create a new Access Group. Please be aware of any plan limitations regarding the number of Access Groups allowed. You can see the plan limitations on the Groups Knowledge Base article.

      1. Using the Tree View:

        • Click the “+” icon located next to Access Groups in the tree view.

      2. Using the Sub-Menu:

        • Navigate to the Access Groups sub-menu to the right of the tree.
        • Click the “Add” button.

      Both options will guide you through the process of setting up a new Access Group.


      Enter the group name, and the optional comment/note about the group you're creating (example: All users for customer ACME, Inc.), and click "Save:"


      Adding Members to the Newly Created Group

      After saving the new Access Group, you will automatically be redirected to the "Members" tab.

      The Members tab allows you to:

      1. Add users to the newly created group.
      2. Assign manager privileges to specific group members, including:
        • File Rights: Grant permissions to manage file and folder access.
        • User Rights: Allow management of group membership information.

      This step is essential for setting up user roles and permissions within the Access Group.

       

       

      To add users to the group:

      1. Mark the checkboxes next to the users you want to include in the group.
      2. Click the “Add Members” button to finalize the additions.



      Viewing Added Members and Confirmation Alert

      Once members are successfully added to the group:

      1. The newly added members will appear in the group's member list.
      2. A confirmation alert will be displayed in the bottom-right corner of the screen.