Groups

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION   Access the client's Workplace Online > Team > Groups

You'll use this page to view and/or manage your team's groups. A group is a collection of users. You can share projects or folders with groups, which makes sharing simpler and more convenient. You can also email an entire group, which streamlines communication.

There are several pre-populated default groups, marked by a badge, that will help you get started. Membership in these default groups cannot be modified and they cannot be deleted.

NOTE  If you are using multiple instances of Workplace Server, you can easily distribute projects to all those servers at once by adding them to a group. For more information, please refer to About Workplace Server.

How to...

Click the up or down arrow next to a column heading to sort items in ascending or descending order.

  1. To filter by group name or email address, use the dropdown menu in the upper left corner of the list. You may select All Groups, Top Groups, Not Empty Groups, or Empty Groups (if Active Directory is enabled, you will see additional options). The list will automatically update.
  2. To filter by group name, begin typing your query in the Filter field. The list will automatically update.

NOTE  To remove a query filter, click the icon in the Filter field or next to the filter name.

Use the check boxes on the left side of the group list to select more than one group.

Hover over a group and click or right-click on a group, then select one of the following options:

Menu Item How to use it
Add Members
(Only available if the group is not a and you are an
administrator or super administrator)		 Select this option to add members to the group. This will open the Add Members popup:

Begin typing the name of the user you want to add and select it from the dropdown, or click the icon to select the user from your team.

Click Add.
Assign policy profile
(only available to administrators and super administrators)		 Select this option to assign a policy profile to the group. This will open the Assign Policy profile popup:

Click in the blank field and select a policy profile.

Click Assign.
Edit
(Only available to administrators and super administrators)		 Select this option to edit the group. This will open the Edit Group popup.

Edit the fields as necessary, then click Update.
Email Select this option to send an email to the entire group. An empty message, with recipients already populated, will open in your default email application.
Delete
(Only available if the group is not a and you are an
administrator or super administrator)		 Select this option to delete the group. This will open the Delete Group popup.

Please note that all members in the deleted group will lose access to all projects shared with this group.

Neither the members in, nor the projects shared with this group will be deleted. Only the group will be deleted.

If you are still certain you want to delete the group, click Delete.
  1. Click the Add a Group button. This will open the New Group popup:
  2. Complete the fields as follows:
Field Description
Name* Enter the name of your new group.
Email If you have a group email (email alias) for this group, enter it here. It will be used for emailing the entire group instead of individual email addresses.
Description Enter an optional description of the group.
  1. Click Create.