Versions Compared

Version Old Version 6 New Version Current
Changes made by

Support Desk

Lisa Barnett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info

Applies To Version(s): 4


Table of Contents
maxLevel4
excludeRelated Articles
stylenone

About

A Group of Users or User Group contains selected user accounts as members. 

The User Group is then granted permissions to data, Portals and Pages.

When the User Group Member logs in, they can access data, Pages and Portals that the User Groups they are a member of can access.

A new User Group can be created via the Settings > Site Administration page.

Create A Group (User Group)

How to Access

  1. Login to
your
  1. ShareVision with a user account that has Site Administrator permissions.
  • Click/tap 'Image Removed Settings' located top-right . Select 'Site Administration'.
    • Click/tap '
    1.  
    2. Select the gear in the upper right hand corner and then select Site Administration:
      Image Added

    3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
      Image Added


    Add a New Group

    '
  • Name: For ease of differentiation between a user account and a user group., it is recommended you prefix the name with GRP.
  • About Me: Enter a description purely for administrative information (this is not displayed to front end users)
  • Group Owner: The system will always ensure group owner will be the User Group 'GRP Site Administrators' - this means that any member of the 'GRP Site Administrators' can change the membership of this group.
  • Who can view the membership of the group?: Generally this setting is critical if you create a form with a field that offers the user a choice of selecting only the people in this group.
    1. Group Members: (if visible, recommended as not to be used)
    2. Everyone: The system sets this by default. This means that when a user is not a member of this group, and a form they are creating or editing has a field offering selection of one or more of the members of this group, this user will see any members of the group to select.
  • Who can edit the membership of the group?: 
    1. Group Owner: ShareVision recommends this is selected: then any member of 'GRP Site Administrators' can make user accounts members or remove them from the group.
  • Allow requests to join/leave this group? Unnecessary to ShareVision operation. Please leave as 'No'.
  • Choose the permission level group members get on this site: NOTE - This is the default permissions the group will have throughout the site (unless the cascading permissions inheritance is broken on a list/table or item/record).
  • Click/tap OK.
    • Note

    The Group Owner MUST always be the User Group 'GRP Site Administrators' - this means that any member of the 'GRP Site Administrators' can change the membership of this group.

    Image Removed

    Manage Membership of your New User Group

        1. Select Add a New Group in the Employees and Security section Image Added

        2. Enter a name for the GroupImage Added
        3. Select the permission level(s)
        4. Select Create. 
        5. The new group will be displayed.


    Now that the group has been created, you will need to add users to the group. 




    Adding Users to a Group

    Option 1: Add Multiple User Accounts as Members of your New User Group

    Click/tap 'Image Removed Settings' located top-right.
    1. Select
    'Site Administration'.Click/tap 
    1. Employees and Groups
    At the People and Groups - All People page some groups are listed in
    1. in the Employees and Security section. Image Added
    2. Select a group name from the groups listed on the left side menu.
    Either click/tap on a group name or click/tap
    1. Note: If the group you are looking for is not listed, select 'More...'
    and then click/tap the name of the group you want to add multiple members to.Click/tap 'New'
    1. to view additional groups. Image Added
    2. Select 'New' and then Add UsersImage Added
    3. Start typing the name of user accounts you wish to add as members - a filtered selection off the duser accounts associated with your site will display and you can select the correct account.Image Added
    4. Type again and select another member.
  • Repeat as necessary.
    • Click

    Manage a User's Membership in Multiple Groups

  • Click/tap 'Image Removed Settings' located top-right. Select 'Site Administration'.
    • Click/tap 
    1.  Image Added
    2. Select'Share'. Image Added
    3. The page will refresh displaying the user accounts as member(s).

    Image Removed

    Image Removed

    1. Image Added


    Option 2: Assign Group(s) to one User Account at a time

    Click this link for step by step instructions to manager groups for one user account at a time: View and Edit Groups for an Employee

  • Select a User to manage their membership of User Groups
  • Select a Group by clicking on the group name
  • Use the 'Add' and 'Remove' buttons to either add the user as a member of the selected group or remove them as a member.

    • Image Removed/ Update User Groups.



    Panel
    bgColorWhiteSmoke

    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    titleRelated Articles
    cqllabel in ( "Create" , "User" , "New" ) and title ~ "user"

    Page Properties
    hiddentrue


    Related issues