Groups

1 Group Creation
- 1.1 Required Permissions
2 Add Group
- 2.1 Assign Users to a Group
- 2.2 Office365 Group Creation
- 2.3 Add Security to a Group

CAM user groups can be added or edited here. Commonly Data Uploader will upload the firm’s groups, but manual groups can be managed here.

Group Creation

Go to the quick actions icon with 9 cubes and click on Account Management.

Account Management shows the following tabs:

2. Once the page loads, click the Groups tab. Then follow the Add Group steps below.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
Permission for viewing User Management	Access the User Management Module
Create Groups	Add a new user groups (Hides the Add Group button)
View Groups in User Management	View User Management> Groups tab (Hides the Group tab)

Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Add Group

Click the Add Group button.
In the window for Add Group, type information in the provided fields, based on the table below, then click Save.

Field	Description

Field	Description
Group Name	Enter a name for the group.
Description	A brief description for the group created through the dialog.
Preferred Service	Select the user group's preferred CAM service.

The list of information displays in the following columns:

Column Name	Description

Column Name	Description
Name	User name as entered above.
Description	Description as entered above.
Last Edited	The last updated date and time.
Created By	Name of the user who created the group.
Actions	Click the icon to access the Action menu. Select Edit to update the user group information. In the Edit Group window, make the necessary changes and click Update. Select Users to add users to a groups. Select Delete to remove a user group.

Click the Refresh button on the bottom left corner of the page to manually refresh and update the Group tab.

Assign Users to a Group

In the Menu column,
Click the above icon and select Users.
In the window for Users, click Add Users. In the Assign User window, type information in the provided fields, based on the table below.

Field	Description

Field	Description
Selected Group	Displays the selected user group name.
Users	Select the user name from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the user name, which will auto-complete if it is added in Users.

3. Click Save.

4. If successfully added, a message for Update Complete is displayed. The list of information displays in the following columns:

Column Name	Description

Column Name	Description
Name	Displays the user name added to the group.
Email	Displays the email address of the user.
Last Edited By	Name of the user who was logged in when the change was made.
Action Menu	Click the icon, select Remove to delete the user from the group.

Office365 Group Creation

You can create Office 365 groups from CSV or from the Workspace Wizard. Visit CSV Parameters for CSV metadata needed, or Workspace Wizard for the steps to set up a group creation wizard.

Add Security to a Group

Click Security in the Action column.
In the Security window, click the Assign Role button
Select the Group from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Groups.
Select the Role from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Roles
Click Assign

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