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Groups

Groups

CAMĀ user groups can be added or edited here. Commonly Data Uploader will upload the firmā€™s groups, but manual groups can be managed here.

Group Creation

  1. 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 theĀ GroupsĀ tab.Ā 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 theĀ Add GroupĀ button)

View Groups in User Management

View User Management>Ā GroupsĀ tab (Hides the Group tab)

Tip:Ā ReadĀ hereĀ for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Add Group

  1. Click theĀ Add GroupĀ button.

  2. In the window forĀ Add Group, type information in the provided fields, based on the table below, then clickĀ 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. SelectĀ EditĀ to update the user group information. In theĀ Edit GroupĀ window, make the necessary changes and clickĀ Update. SelectĀ UsersĀ toĀ add users to a groups. SelectĀ DeleteĀ to remove a user group.

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

Assign Users to a Group

  1. In theĀ MenuĀ column,

    Click theĀ above icon and selectĀ Users.

  2. In the window forĀ Users, clickĀ Add Users. In theĀ Assign UserĀ 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 inĀ Users.

3. ClickĀ Save.

4. If successfully added, a message forĀ Update CompleteĀ 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, selectĀ RemoveĀ to delete the user from the group.

Ā 

Office365 Group Creation

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

Add Security to a Group

  1. ClickĀ SecurityĀ in the Action column.

  2. In theĀ SecurityĀ window, click theĀ Assign RoleĀ button

  3. Select theĀ GroupĀ 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.

  4. Select theĀ RoleĀ 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

  5. ClickĀ Assign

Ā 

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