User manual

Groups Tab
The Groups tab is used by site and project administrators to add, edit, or delete
groups. Site Administrators and Project Administrators, who have the ability
to create members, can create site or project level groups. Groups can be created
a the site or project level. Site level groups can be added to any project within
the site. A project level group is created for a specific project and can only be
added to projects that the creator has administrator rights to.
By using groups to assign members, you treat many individuals as a single
entity, allowing you to manage dozens of individuals at once rather than one
at a time. For example, if there are many project members who require Review
permission, you might create a reviewers group, add all the appropriate
members to it, and then add that group to the project.
See
Filtering Options (page 424) for more information about how to customize
your view.
Overview
Creating a group is an effective way to manage project members. Once a group
is created and added to various projects, then new members can be added to
projects via the group. Because the group is already a member of various
projects, the new member automatically has access to all the projects that the
group has access to.
Permissions are assigned at a group level. When a new member is added to
an existing group, that member has access to all projects, folders, or files where
the group is assigned. That is, everyone within the group has the same
permission. Individuals in that group can then work within the project at the
assigned permission level. The default permission is View. For more
information see
Permissions (page 130).
Once a site level group has been created the group can be added to any project.
Project level groups can only be added to the project that the creator has
administrator rights to.
When creating groups, it helps to keep the following thoughts in mind:
■ Using private and hidden groups is an effective way to maintain
confidentiality. Members of a private group cannot be seen by other group
and project members. This is desirable if you want members to be able to
update project files but you don't want them to see who else is updating
documents. For more information see
Private and Hidden Groups (page
128).
110 | Chapter 6 Site and Project Administration