This article explains how and where to create groups, which can then be used in Documents to manage access, as well as Affected by and Read Acknowledgment settings.
Through Documents » Settings » and under the Groups section, you can create employee groups to assist in managing your documents. These groups can simplify the administration of Access and Concerns functions in their respective categories under Navigate later on.
To add a group, click on the plus sign icon (1), enter a name for the group, and save your changes. To add or remove users from the group, use the person icon (2). If you need to deactivate the group or rename it, you can do so by clicking on the edit icon (3).
Note:
- A user can belong to multiple groups.
- There is no limit to the number of groups that can be created on the site. However, it is advisable to avoid creating groups based on your departments. Instead, utilize the system's Departments feature available under the Employees module to manage your category settings for Access and Concerns. Please refer to the related article for more information.
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Last updated: 13 February, 2025