User manual

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:
■ Private and hidden groups are effective ways to maintain confidentiality.
Members of a private or hidden 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).
■ A group owner does not have to be a project administrator. It is possible
for an administrator to initially create a group and then transfer ownership
to a non-administrator. The group owner can then edit the group through
the
Using the Member List (page 18).
■ You may add up to 500 members to a group at a time. To create groups
larger than 500 members, simply perform more than one add operation.
■ Review the organization of your project before creating groups. For example,
it's a good idea to organize and create separate groups according to job
function (owners, architects, general contractors, and so on). Then you
can apply the group to the appropriate projects.
Create a group
Click the New button to start the
Creating a Group (page 102).
Edit a group
Click the Edit button. Follow the directions for
Editing a Group (page 128).
You can also edit groups in the
Using the Member List (page 18). Click the
Member List toolbar button,
. Right-click a group and choose Edit.
Delete a group
Site administrators can delete a site and project level groups; project
administrators can only delete project level groups. Group owners can delete
site and project level groups (but they cannot add groups to different projects).
62 | Chapter 6 Site and Project Administration