HOW TO TUTORIALS access and manage groups

Creating access groups allows you to allocate specific groups of users to a certain document folder or template folder within your enterprise. By default, your account will be created with 2 access groups that aren't editable. One group grants only you access to a folder and the other grants access to every user in your organisation. Access groups can contain as many users as you want, and you can create as many as you want. Users can also be added to many groups.

RESOURCES >> Manage Groups

step one

step one

  1. Open your Access groups from the sidebar.
  2. Click the Create Access Group button, this will open a window where you can title the access group and assign users.

 

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step two

step two

  1. Click the Please select box where you can search for user accounts and select them.
  2. Once you've selected the users you want, click create and the access group will be created.
  3. You can edit these custom groups at any time by clicking the Edit button next to the desired group, or you can delete them by clicking the delete button.

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step THREE

step THREE

PLEASE NOTE:
When a user has been added their name will be highlighted with a grey background then click off the section to see the save button.

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