Managing groups

View and manage groups from Group Management (Account Name > Administration > Groups) in the Administration dashboard.

Adding a group

You can enhance user management by creating custom groups to your File Sharing site. For example, you can create a role-specific group for sales representatives to ensure that all users in that group have the right role access.

1. From Group Management, click Add Group.

   

2. Configure the following:

   • Name - (Required) Enter a name for the group.

   • Modify Role - Defines which level of role can edit the group.

     • Manager - (Default) Users with the Manager or Administrator role can modify the group and add or delete users from the group.
     • Administrator - Only Administrators can modify the group and add or delete users from the group.

   • Description - Enter a description for the group.

3. Click Save.

Deleting a group

If you no longer need a group, you can delete it.

info

Only user-created groups can be deleted. Built-in groups cannot be deleted and will show an error if you attempt to delete them.

1. From Group Management, select the checkbox next to the group that you want to delete.
2. Click Delete.

Managing users

You can manage users in a group from the Users tab.

1. From Group Management, click the group that you want to modify.

2. Select the Users tab, and then click Modify.

   

3. Select All from the Show list, and click Search.

   • Select the users you want to add to the group.
   • To remove users from a group, clear the check box for the user you want to remove.

4. Click Save.

Defining retention policies

You can define retention policies for all users in a group from the Retention tab. You must be a member of the Retention Administrators group. For more information, refer to Retention.