Creating a new User Group

• Click the New option given on the User Security page.

• A context menu opens.

• Select the Group option from the context menu.

Group option to create a new user group

• The New Group window opens asking for information about a new group.

New Group window for creating a new User group

• Provide the following information to create a new User Group:

  • Group Name: Enter a name for the user group (The group name should not exceed 20 words).

  • Description: Describe the user group (optional) (The description should not exceed 150 words).

  

  • Add User to Group

    • Click the Assign option provided for adding the existing users to the newly created group.

    

    • The Add Users to Group window opens with a list of all the existing users in that space.

    • Select User(s) by using a checkmark in the box from the displayed list of users.

    

  • App Permission:

    • Click the Assign option provided to add various app permissions to the newly created group.

    

    • The App Permissions window opens with the list of the available apps to select the App Permissions.

    • Either choose Select all options to add all the permission or Assign various plugin/app rights by choosing a specific plugin option to the newly created User Group via the Group Permissions menu list (It is mandatory).

    

• Folder Permission:

  • Click the Assign option provided next to the Folder Permission option.

  

  • The Folder Permissions window opens with the list of the Folder Permissions to be selected for the group.

  

• File Permissions:

  • Click the Assign option provided for the File Permissions.

  

  • The File Permissions window opens with the list of the File Permissions to be selected for the group.

  

• Click the Save option provided for the User Group.

• A confirmation message appears.

• The newly created group will be listed under the All Group list (as shown below):

Confirmation message when a new User Group gets created

Actions to be applied to a Group

Please Note:

• You will get a common Save option to save all the provided permission settings.

• Use a checkmark in the given box for the Select all option to select all the existing users.

• The default user groups do not have the Edit and Block icons –E.g., Viewer Role and Admin Role.