Groups

Prerequisites

• Access Level: Sub-admin, Admin.
• Permission Requirements:
• . Basic Group Interaction
  • View groups they are a member of
  • View keys for groups they are a member of
  • Create groups
  • Rename own groups and transfer ownership
  • Add users to groups they are a member of
  • Edit other members in groups they are a member of
  • Remove other users from groups they are a member of
  • Delete groups they are the owner of
• . Basic Project Interaction
  • View projects they are a member of
  • View other members in projects they are a member of
  • Classify resources with projects they are active in
• . Project Management
  • Declassify resources tagged with projects they manage
  • Add users to projects they manage
  • Edit memberships in projects they manage
  • Remove users from projects they manage

Access the Groups from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.

View the Group’s Details

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to view.
5. Click the View button in the top right panel.
6. View the group's name, members and creation date in the left panel.

Access the Groups' Overlay

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group whoose open overlay you want to view.
5. Click the Open Overlay button in the top right panel..
6. In the new window, view the group's members list, Add new members, Change project or Rename group.
7. Once done, click Close.

note

Click Minimize to minimize group overlay in the top taskbar.

Add a Member to a Group from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to add member(s) to.
5. Click the Open Overlay button in the top right panel.
6. In the new window, click Add new members in the left panel.
7. In the pop-up, enter the new member's name.
8. Select members' permissions in the group.
9. Click Add.

note

You may be asked to enter your password when adding a member for the first time.

Rename a Group from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to rename.
5. Click the Open Full Menu button in the top right panel.
6. Select Rename.
7. In the pop-up, enter the new group name.
8. Click Rename.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to rename.
5. Click the Open Overlay button in the top right panel.
6. In the new window, click Rename Group in the left panel.
7. In the pop-up, enter the new group name.
8. Click Rename.

Change the Project in a Group from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to tag with project.
5. Click the Open Full Menu button in the top right panel.
6. Select Change project.
7. In the pop-up, select the project.
8. Click Classify.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to tag with project.
5. Click the Open Overlay button in the top right panel.
6. In the new window, click Change project in the left panel.
7. In the pop-up, select the project.
8. Click Classify.

caution

You must be a certified member of the project you want to tag your group with. Multiple groups can share the same project tag.
Non-members of the project can view the tagged group's contents only after being granted certified project membership by an admin.

Forcefully Change the Project in a Group from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to forcefully tag with project.
5. Click the Open Full Menu button in the top right panel.
6. Select Change project.
7. In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
8. Select the project to tag the group.
9. Click Force change with admin privilege.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to forcefully tag with project.
5. Click the Open Overlay button in the top right panel.
6. In the new window, click Change project in the left panel.
7. In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
8. Select the project to tag the group.
9. Click Force change with admin privilege.

Delete a Group from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups in the left panel.
4. Select the group you wish to delete.
5. Click the Open Full Menu button in the top right panel.
6. Select Delete.
7. In the pop-up, click Yes to confirm.