Groups
A Group is a set of User accounts that have common permissions to files (Access Group) or have common privileges in the application (Role Group).
Note: The number of groups you have access to is limited by your plan type. If you have questions, please contact billing@sharetru.com for more information.
Role Groups
Roles Groups are predefined by the following categories of membership types:
- Site Administrators – Members have full access to all site content and functions.
- User Administrators – Members have full access to all user management functions.
- File Administrators – Members have full access to all file content and file functions
- New User Authorizer – Members have responsibility to authorize all new users. Requires Site Administrator or User Administrator group membership.
- API Users – Members have access to the API.
The Role Groups are administrator roles and cannot be modified by any user:
The “List” tab shows a list of all the Role Groups.
The “Members” tab shows a list of all groups with all members:
Clicking on an individual group in the tree or List panel will lead to the group with members displayed. 
Adding Members:
Use the “ 
Add Members” button to add members to the group: 
Select the members to add using the checkbox and click the “ Add Members” button: 
The added members will display: 
Removing Members:
Use the “Actions” menu and “Remove” option:
Or use the “Remove Member” button by clicking the checkbox next to the user: 
An alert will display: 
Access Groups
The “List” tab for Access Groups displays a list of groups created by an administrator: 
Add an Access Group
Click the “Plus” icon or the “Add” button to add a new access group: 
Enter the Group Name and click “Save”:
The “Members” tab displays and you click the “Add Members” button to add members to the group: 
Check the checkboxes for each user to add to the group and then click the “Add Members” button: 
The members added to the group will display: 
And an alert will display: 
Access
The “Access” tab enables a Site Administrator or Group Administrator to grant folder access permission to the group. 
The “Access” tab shows the group name, the folders the group can access, and the specific permissions granted for each folder. 
Add Access to Folders
Click the “Add Access” button: 
A drop-down menu will display inline to select a folder to give group access to: 
Click the “Add” button to add the folder to the group: 
A dialog box will appear, providing additional access options. To grant access to the folders listed, ensure the “Allow this group access to the folder(s) listed above?” toggle is set to On. If you do not want to grant access, switch the toggle to Off and click Save.
Modify folder permissions for a group
Check a folder in the “Access” folders: 
Click “Save”: 
If the folder you’re modifying contains subfolders, a dialog box will appear to confirm your settings. You can use the toggle to allow or deny access to all folders and files within the list. Once you've set your preference, click Save to apply the changes. 
Removing permissions to folders for a group
Check a group and the “Add Access” button changes to “Remove Access”. 
Use the “Remove Access” button to remove a folder access. 
A dialog box will appear to confirm whether you want to remove access to all sub-folders and files underneath this folder for the group: 
Keeping the remove access toggle set to On and clicking Save will remove access to the listed folders. You’ll then be returned to the panel displaying the current access permissions. 
Cloning a group’s members and folder access:
To create a duplicate of an existing Access Group with the same members and folder permissions, select the desired group from the list, check the box next to it, and click the Clone button:
Enter a unique name for the new group, then choose whether to enable or disable the “Clone the access” and “Clone the members” options. Once your selections are made, click “Save” to create the cloned group:
When cloning an Access Group, you can choose to duplicate both the group’s members and folder access permissions, or just one of these elements:
- If both "Clone the access" and "Clone the members" options are enabled, the new group will have the same members and folder permissions as the original group.
- If only "Clone the access" is enabled, the cloned group will retain the same folder permissions, but you’ll need to add members manually under the Members tab.
- If only "Clone the members" is enabled, the group’s members will be duplicated, but you’ll need to add folder permissions under the Access tab.
- If neither option is enabled, an error message will appear when you attempt to save the cloned group.
Note: The Group Manager from the original group will be added as a regular member in the cloned group. You will need to assign a new Group Manager (this can be the same member if desired).
Adding a new Group Manager
A member can be assigned as group manager via the “Add Manager” button using the checkbox: 
or by using the “Actions” menu: 
And selecting the “Add Manager” menu item:
The “Group Manager Rights” dialog box will be displayed.
A Group Manager differs from those with full site-wide user or folder administration rights. When assigned, the Group Manager can log in and access only the group’s users and files as permitted within the group’s settings.
- User Rights: Grant the Group Manager access to the group’s Users tab, allowing them to adjust individual user settings within the group.
- File Rights: Grant the Group Manager access to the Files tab, where they can manage files and folders that the Access Group is permitted to access.
You must enable at least one option for the Group Manager, either User Rights, File Rights, or both.
Group Manager Rights Table:
User Rights
File Rights
Manager Permissions
Access Explanation
On
On
Manager has both user and File Rights
Grants access to both Users and Files tabs to manage users and files
Off
On
Manager has only File Rights
Grants access only to the Files tab for managing folders and files
On
Off
Manager has only User Rights
Grants access only to the Users tab to modify individual user settings
Off
Off
Member is not a manager of the group
Removes manager status; no access to Users or Files tabs
Editing Group Manager Rights
The new manager can be edited by checkbox and “Edit Manager” button:
Or, by the “Actions” menu:
And will allow changing of the Group Manager rights:
Removing a member or manager from an Access Group
Use the checkbox and the “Remove Member” button:
Or use the “Actions” menu and the “Remove” menu item:
An alert will display:
