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      Groups - Adding Members and Managers

      Understanding policies for members and managers in Role and Access Groups

      Who Can Use This Functionality?

      This feature is designed for Site Administrators (Role Groups) and Site User Administrators (Role Groups) when creating or assigning Access Group Manager rights.

      • User Administrators (Role Group):

        • Can make user access changes to all Access Groups.
        • Cannot add members to Role Groups; this responsibility is exclusive to Site Administrators.

      • Access Group Members with User Admin Privileges:

        • Can access this tab and manage/add users for the specific group they oversee.

      Ensure the appropriate permissions are in place before assigning Access Group Manager rights.

      This article expands on the Members tab and focuses specifically on how to add or remove individual members or managers within specific Role Groups or Access Groups. These Role Groups include:

      • Site Admin
      • User Admin
      • File Admin
      • New User Admin
      • API Admin

      Use this guide to manage role-based access for individual users efficiently.

      Adding Members to Role & Access Groups

      In this example, we're using the File Administrator Role Group. Click 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: 


      There are two ways to remove a member from a Role Group or Access Group. You can remove a user from a group by:

      1. Using the "Actions" icon menu.
      2. Checking the box next to the user and clicking the "Remove Member" button.

      From the members list of a Role Group or Access Group, use the “Actions” icon menu and “Remove” option:



      Or use the “Remove Member” button by clicking the checkbox next to the user: 


      An alert will display notifying you that the user has been removed from the group: 



      Adding a Group Manager to Role & Access Groups

      From the “Groups” menu, the “Access Groups” tree highlighted, choose the “Members” tab. By selecting the members tab first, any group you go to from here will automatically be on the "Members" tab:

       

       

      Select a single group under the “Access Groups” tree heading:  

       

       

      On the "Members" tab:

      1. Select the member you want to designate as a manager of the group.
      2. Two options will appear: Remove Member and Add Manager.
      3. Click Add Manager.

       

      Alternatively, use the “Actions” menu and choose the “Add Manager” option: 

       

      A dialog box for “Group Manager Rights” will be displayed, and you may choose which administrative rights you would like this user to have: User Rights for User Management, File Rights for file management, or both:

      Understanding Manager Roles and Their Permissions

      • User Rights: Assign this role if the manager needs to manage membership information within the Access Group.
      • File Rights: Assign this role if the manager needs to manage folder and file permissions for the Access Group.
      • Both Options: Select both roles if the manager requires access to both membership and file/folder permissions.

      Click “Save” and the member is saved as a group manager. By hovering the "Actions" icon, you can see if you have given this user the rights to manage users, files, or both: