A user group is a logical grouping of users. User groups make the distribution of documents and assignment of security easier.

There are two types of user groups

  1. Global User Groups
  2. Local User Groups

Global user groups are defined at the system level and can be applied to or used in all libraries

Local user groups are defined at the library level and can only be used in the library in which it was created.

Creating a Global User Group:

  1. Click on the "Control Panel" link.
  2. Click on "Global User Groups".
  3. Click on "New" from the left sidebar.
  4. Enter a name for the user group, then click "OK".

Adding users to a Global User Group:

  1. To add users to the new group, highlight the group name from the list.
  2. Click on the "Add Member" link from the left sidebar.
  3. Select the users you wish to add to this user group by clicking on the check boxes for each user.
  4. Click on the "OK" button.

Creating a Local User Group:

  1. Click on the "Control Panel" link.
  2. Click on "Libraries".
  3. Select the library for which you wish to create a Local User Group.
  4. Click on "Local Groups".
  5. Click on "New" from the left sidebar
  6. Enter a name for the user group, then click "OK".

Adding users to a Local User Group:

  1. To add users to the new group, select the group name from the list.
  2. Click on the "Add Member" link from the left sidebar.
  3. Select the users you wish to add to this user group by clicking on the check boxes for each user.
  4. Click on the "OK" button.

Deleting a User Group:

  1. Navigate to the "User Group" list (either in the "Global User Groups" area, or in the "Local User Groups" area for the library in question).
  2. Select the User Group you wish to delete from the "User Group" list.
  3. Click on the "Delete" link located in the left sidebar.
  4. Click "OK".

Security considerations

Only the System Administrator and members of the "User Managers" system user group can create and manage global user groups

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