Create a Group

Category: Organizations
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    This article will guide you through the process of setting up your first Group. For more information about Groups, see About Groups.

    Note

    Groups are currently available to Teams Organizations and Enterprise Organizations.

    Create a Group

    Complete the following steps to create a Group:

    1. Login to your Web Vault and open your Organization.
    2. In your Organization, open the Manage tab and select Groups from the left menu.
    3. On the Groups screen, select the New Group button.

    4. On the Add Group screen:
      • Enter a Name for your Group.
      • Enter an External Id for your Group. External ids are used to link resources to external systems, like user directories.
      • Set the Access Control configuration for your Group, including which Collections this Group should have access to. For more information, see User Types and Access Control.

      Users who are added to this Group will automatically receive access according to this configuration.

    5. Select Save to finish creating your Group.

    Assign Users to a Group

    Complete the following steps to assign users to a Group:

    1. Login to your Web Vault and open your Organization.
    2. In your Organization, open the Manage tab and select People from the left menu.
    3. Hover over the user you’d like to add to a Group and select the gear dropdown.

    4. From the dropdown, select Groups.
    5. In the Groups Access panel, select the Group(s) to add this user to and Save your selection.

      Users that are assigned to multiple Groups will be able to access items from the union of associated Collections.

    View Users in a Group

    You can view which users belong to a specific Group at any time by completing the following steps:

    1. In your Organization’s Manage tab, select Groups from the left menu.
    2. Hover over the Group you want to list users for and select the gear dropdown.
    3. From the dropdown menu, select Users.

    Associate Groups to Collections

    You can select which Collections a Group should have access to when you Create Groups, or by doing one of the following:

    • Opening the Group from the Manage tab of your Organization, and configuring the Access Control section.
    • Opening the Collection from the Manage tab of your Organization, and configuring the Group Access section.

    Next Steps

    Now that you’ve created a Group, we recommend that you:

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