Add a New Group

Owned by
Steve W (Unlicensed)
Last updated: May 23, 2022 by
Support Desk
3 min read

Applies To Version(s): 4

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)

  1. Login to your ShareVision Site.
  2. Click/tap ' Settings' located top-right . Select 'Site Administration'.
  3. Click/tap 'Add a New Group'
  4. Name: For ease of differentiation between a user account and a user group., it is recommended you prefix the name with GRP.
  5. About Me: Enter a description purely for administrative information (this is not displayed to front end users)
  6. 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.
  7. 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.
  8. 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.
  9. Allow requests to join/leave this group? Unnecessary to ShareVision operation. Please leave as 'No'.
  10. 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).
  11. Click/tap OK.


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.

Manage Membership of your New User Group

Add Multiple User Accounts as Members of your New User Group

  1. Click/tap ' Settings' located top-right. Select 'Site Administration'.
  2. Click/tap Employees and Groups
  3. At the People and Groups - All People page some groups are listed in the left side menu. Either click/tap on a group name or click/tap 'More...' and then click/tap the name of the group you want to add multiple members to.
  4. Click/tap 'New'
  5. 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.
  6. Type again and select another member.
  7. Repeat as necessary.
  8. Click 'Share'.
  9. The page will refresh displaying the user accounts as member(s).

Manage a User's Membership in Multiple Groups

  1. Click/tap ' Settings' located top-right. Select 'Site Administration'.
  2. Click/tap View and Edit Groups for an Employee
  3. Select a User to manage their membership of User Groups
  4. Select a Group by clicking on the group name
  5. Use the 'Add' and 'Remove' buttons to either add the user as a member of the selected group or remove them as a member.

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