User Groups can help to further restrict documents, or allow you to add users to the calendar, appointments, or documentation.

Permissions Required

• Manage User Groups

Managing User Groups

To manage user groups, you must have the "Manage User Groups" permission.

Access User Groups

1. Navigate to "Settings" and "User Groups."

Create or Update a User Group

1. Select "New Group" to create a new group, or select the name of the group you would like to update.

2. Enter the "Group Name" and "Description."

3. Select the time zone from the "Time Zone" drop-down. In the Calendar view, the members' schedules will display in the selected time zone.

4. All users will be listed in the "Add Group Members" drop-down. Select each user you would like to have added.

5. For each member of the group, verify the "Read" and "Write" status for each. "Read" will give the user read-only access. "Write" will allow the user to edit unlocked documents.

6. To remove a member, select the trash can icon in the "Delete" column.

7. To adjust the order of the group in this list, and when viewing the group in the calendar, select "Calendar View."

8. Select the arrows next to the name of the member, and drag that user to the desired placement.

9. Select "Save."

Next Steps

• Utilizing user groups



10. User Groups report