User management

Add and manage site groups

To view existing
Admin
 and
Site groups
, navigate to
Admin
 >
User management
 >
Groups
:

Adding groups

To add a new site or system group, select
Add
 in the
Groups
 screen:
note
If you select
System group
, you are asked which System Group you want to add.
Select
New site group
 to display the
New site group
 screen:
Enter a name for the new group, and optionally enter a group description. If another site is available on your instance, you can copy folder and file permissions. You can also assign existing members to the group in the
Members
 field.
note
A single group may contain members from different organisations.
Select
Save
 to save your changes and create a new group.
If you want to create another group, select the
Add another group
 checkbox and after you select
Save
, the
New site group
 screen is displayed again. Fill out the details and select
Save
 to create a second group.
Group permissions
To manage group permissions click here.
Naming groups
There are several scenarios in which users have permission to see group names on the site, so they should be named appropriately. These include, but are not limited to, the following:
  • Site administrators have complete access to groups
  • Content administrators can see and configure which groups may view and edit file content and wiki content
  • Member administrators can view groups that they are a member that group, from the
    Admin
     tab.
  • Reporting administrators have full access to the list of groups and the members of each group
  • Files module: A user with folder admin rights can view permissions for files and folders for which they have folder admin rights
  • Wiki module: A user with edit rights to a page can edit the permissions on that page, including adding or removing the access rights to any group that would have at least view rights to that wiki page by default
  • Tasks module: A user can see the name of any group assigned to a task, provided the user has at least view access to the task. Users with edit rights to the Tasks module may assign tasks to any group in which they are a member

Editing a group's membership and name

To edit the details of a group, either, click the name of the group in the
Groups
 screen, or navigate to the
More actions
 button for the group you want to edit, and select
Edit details
:
The
Group details
 screen opens:
  • To change the group's name, edit the name in the
    Group name
     field
  • To add additional members to the group, search for the names of the users to be added to the
    Members
     field, and press
    Enter
    .
  • To remove existing site members, click the red
    x
     next to the member you want to remove.
  • Select
    Save
     to save your changes
All changes take effect immediately.
note
A single group may contain members from different organisations; users may be members of more than one group.

Removing a group

To remove a group, select the checkbox next to the group and select
Remove
:
The following screen is displayed:
Select
Remove
 to confirm the removal of the group.
note
Removing a group does not remove any of the group's members from the site. Non-administrative users who are not members of a group, on a site that uses group-based security, cannot access any content on that site. (Those are unallocated users and can be identified from the Users page.)

View the members of a group

Click the name of the group on the
Groups
 page to display the
Group details
 screen:
A list of all users is displayed under the
User
 section. The second column displays the organisation for each user.
note
Administrators can remove users if needed.

This article applies to:

  • Product: HighQ
  • Subject: User account