Create Groups

00:05

The next task in the workflow is creating user groups,

00:08

groups have roles and permissions assigned to them that define the

00:12

actions they can take and the Vaults they can access.

00:15

As a member of a group, A user has all the permissions and roles assigned to the group.

00:20

By default, every new user is added to a group called everyone.

00:26

As with creating users, in order to create groups,

00:29

you will need to log in as an administrator.

00:32

Then in the tools menu, select administration,

00:35

if using the ADMS console or if using Vault client.

00:39

Select tools, Administration, Global Settings,

00:44

then select manage groups as shown.

00:49

Next click the new group button.

00:55

Now, the group dialog box is filled out with values for group name and email.

00:60

Remember to select the enable group check box

01:02

to ensure the group is available to use.

01:05

You also select roles and Vaults for a group.

01:08

The example of roles added for this user are

01:12

Document Editor (level 2)

01:14

and Document Manager (Level 2).

01:16

The Vault selected in this example is My-Intro-Vault.

01:21

To add the group members, click add and add a user or group to the group Members list.

01:26

Groups can be composed of users or other groups.

01:30

Groups can be disabled, turning off all permissions assigned to the group.

01:34

The permissions and roles assigned to a group

01:36

are independent of individual user roles and permissions.

01:42

note that there have been some user interface changes starting in version 2022.

01:48

Instead of Managed Groups and clicking on New Group, you select Manage Access,

01:53

then New from the Groups tab. The new group profile dialog box displays for you

01:59

to enter the required information.

02:01

The linked to option enables you to associate

02:04

a group profile to an active directory group.

02:09

In this demonstration we create a new user group

02:13

using the ADMS console.

02:15

We select tools

02:18

administration,

02:19

then manage groups.

02:22

After clicking the new group button, the dialog boxes filled out

02:29

including selecting roles

02:36

and once finished

02:38

clicking OK.

02:40

And then also selecting Vaults for selecting the Vault access for the new group

02:47

and then you add the members

02:50

for the new group.

02:56

Note that as mentioned, there have been user interface changes

03:00

starting in version 2022.