Groups

Select Groups to restrict document access: This feature is used in designating certain documents to be viewable only by private groups. Administrators must create the groups, but anyone adding a document can elect to limit access to specific groups. This can be useful in times when you have a Project with clients or partner organizations added as users who you do not want to have access to certain documents.

Add a group (you must be a project administrator to do this):

• Go to the administration page by clicking on the "Manage: this project" link at the upper right corner of the screen
• Click on the link on the right labeled: "Add New Group"
• Fill out the form, along with the members of the project you wish to be a part of the group. Please note that when selecting members you must select the member by the drop-down tab and then click the add button to select them to the group.
  

Edit / Remove Groups (must be a project administrator to do this): To edit a group or delete it, go to the "Manage: this project" link at the upper right corner of the screen. Then click the link on the right side which says "Edit / Remove Groups" and click on either the "edit" icon or "delete" icon next to the group. Then fill out the form and submit.

Selecting a document to be seen by a specific group: When either adding a document or editing one, on the right hand side there will be a "Document Access" section immediately above the folder selection area. You can either select to allow everyone to see the document (which is the default setting) or specify a group who will be the only ones to see it. Note that you can select more than one group to have access to the document.