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Add a New Group
Add a New Group
- Steve W (Unlicensed)
- Lisa Barnett
- Support Desk
Owned by Steve W (Unlicensed)
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.
How to Access
- Login to ShareVision with a user account that has Site Administrator permissions.
- Select the gear in the upper right hand corner and then select Site Administration:
- When prompted, enter your ShareVision Administrator username and password and select Sign In.
Add a New Group
Select Add a New Group in the Employees and Security section
- Enter a name for the Group
- Select the permission level(s)
- Select Create.
- 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
- Select Employees and Groups in the Employees and Security section.
- Select a group name from the groups listed on the left side menu. Note: If the group you are looking for is not listed, select 'More...' to view additional groups.
- Select 'New' and then Add Users
- 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.
- Type again and select another member.
- Select'Share'.
- The page will refresh displaying the user accounts as member(s).
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 / Update User Groups.
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