Managing Groups

Groups are a way for Administrators to restrict or add permissions to specific users or groups of users. Please contact your Administrator if you would like to request access to a particular group.

Note: If you are not an Administrator, you will not have the ability to view "Groups" in your Settings. 

Adding a Group

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click Groups. Here you will see all of the current "Groups" that have been created.
3. Click the Add Group button in the upper right-hand corner.
4. Enter the desired name in the "Group Name" text box.
5. To add members, type the name of the person you would like to add in the search box under Members. Then, click their name.
6. To add or remove permissions, click the Permissions tab and select or deselect each permission. 

Note: To delete a group, click the red Delete button to the right of the group name.

Managing Group Permissions

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click Groups.
3. Click the group you wish to modify.
4. Scroll down to Permissions (under the list of members) and click the Edit icon on the right-hand side.
5. In the "Edit Permissions" pop-up menu, choose which permissions are available to members of that group by utilizing the toggle.
6. Click the Confirm button to save your selections.

Assigning Group Permissions by Document or Partner

If you select "Can View Specific Document Types" or "Can View Documents From Specific Partners" you can customize what the group will see. For example, you can choose the specific documents by selecting or deselecting the document by clicking the button to the right of the document type. An orange chekbox indicates the group will have access to that document type.

For specific partners, you can search for the partner you would like to include by typing the name in the "Search Partners" box and clicking on the partner.