Groups
Prerequisites
User Role:
Admin, Super-admin
Permission Requirements
- Groups
- View groups they are a member of
- Get the keys of groups they are a member of (needed to open and share group files)
- Create groups
- Rename groups they own and give ownership to another member
- Add users to groups they are a member of, if the group allows it
- Change other members' group permissions in groups they are a member of
- Remove users from groups they are a member of, if the group allows it
- Delete groups they own
- Projects
- View projects they are a member of
- View the members of projects they are a member of
- Tag what they own with a project they are active in
- Project Management
- Remove project tags of projects they manage
- Add users to projects they manage
- Edit memberships, such as expiration dates, in projects they manage
- Remove users from projects they manage
The Groups table appears only for users with the Admin or Super-admin role. Sub-admins do not see it, whatever their permissions.
Access the Groups from Management
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- In the right table, view each group's Group name, Owner, Project, Created date, Managers (members who can add members), and Members.
Groups you belong to are highlighted green. The group actions appear only when exactly one group is selected; selecting several groups shows no actions.
Access the Groups' Overlay
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group whose overlay you want to view.
- Click the Open Overlay button in the top right panel.
- In the new window, view the group's members list, Add new members, Change project or Rename group.
- Once done, click Close.
Click Minimize to minimize the group overlay in the top taskbar.
Add a Member to a Group from Management
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to add member(s) to.
- Click the Open Overlay button in the top right panel.
- In the new window, click Add new members in the left panel.
- In the pop-up, enter the new member's name.
- Select the members' permissions in the group.
- Click Add.
You may be asked to enter your password when adding a member for the first time.
Rename a Group from Management
Method one:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to rename.
- Click the Open full menu button in the top right panel.
- Select Rename.
- In the pop-up, enter the new group name.
- Click Rename.
Method two:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to rename.
- Click the Open Overlay button in the top right panel.
- In the new window, click Rename Group in the left panel.
- In the pop-up, enter the new group name.
- Click Rename.
Change the Project in a Group from Management
Method one:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to tag with a project.
- Click the Open full menu button in the top right panel.
- Select Change project.
- In the pop-up, select the project.
- Click Classify.
Method two:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to tag with a project.
- Click the Open Overlay button in the top right panel.
- In the new window, click Change project in the left panel.
- In the pop-up, select the project.
- Click Classify.
The person performing this action must be a certified member of the target project. Administrators who are not project members can use the force-change option below to override this restriction. 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:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to forcefully tag with a project.
- Click the Open full menu button in the top right panel.
- Select Change project.
- In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
- Select the project to tag the group.
- Click Force change with admin privilege.
Method two:
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to forcefully tag with a project.
- Click the Open Overlay button in the top right panel.
- In the new window, click Change project in the left panel.
- In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
- Select the project to tag the group.
- Click Force change with admin privilege.
Leave a Group from Management
The Leave group action appears when you are a member of the selected group but not its owner, and requires the Remove users from groups they are a member of, if the group allows it permission.
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to leave.
- Click the Open full menu button in the top right panel.
- Select Leave group.
- In the Leave <group>? dialog, click Yes.
The dialog warns: "Someone who has permission within the group will need to re-invite you for you to access resources shared with the group (but not you) again."
Delete a Group from Management
The Delete action requires the Delete groups they own permission, and you must own the group or be one of its members. The Rename action follows the same rule with the Rename groups they own and give ownership to another member permission.
- Go to the Management icon in the top left taskbar.
- Navigate to the Users section.
- Click the Groups in the left panel.
- Select the group you wish to delete.
- Click the Open full menu button in the top right panel.
- Select Delete.
- In the Delete <group>? dialog, click Yes to confirm.
The dialog warns: "Deleting a group is irreversible. Members will lose access to shared files unless they have otherwise been granted access. Additionally, the group file system will be destroyed."