{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Create groups of users > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/create-groups-of-users\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/create-groups-of-users\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Create groups of users","date_published":"2017-03-03T15:19:03Z","date_modified":"2017-05-08T15:21:50Z","id":"https:\/\/help.docman.com\/knowledge-base\/create-groups-of-users\/","url":"https:\/\/help.docman.com\/knowledge-base\/create-groups-of-users\/","author":{"name":"Oliver Edwards","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/916760a3861c94b0f12d9658070815ac6150c9ba5291c9b5304733d70e0fdb9e?s=96&d=mm&r=g"},"summary":"Groups are useful when wanting to send tasks or discussions to more than one person.\r\nCreating a group\r\nYou can organise users into groups in Docman and this is done within the settings area of the system. \u00a0This is accessible from the notification b\u2026","content_html":"Groups are useful when wanting to send tasks or discussions to more than one person.\r\n

Creating a group<\/h3>\r\nYou can organise users into groups in Docman and this is done within the settings area of the system. \u00a0This is accessible from the notification bar at the top of the screen. \u00a0If you can\u2019t access settings you might not have the correct role assigned so speak to your System\u00a0Administrator to help you with this.\r\n\r\nChoose the User Groups menu item and you'll see a list of any groups that are already configured in your system. \u00a0The action to create a new group is at the bottom of the list.\r\n\r\n\"\"<\/a>\r\n\r\nWhen creating a new group you must make sure that your group name is unique and that you add at least one member to the group.\r\n\r\n[ht_message mstyle=\"alert\" title=\"CHECK\" \" show_icon=\"true\" id=\"\" class=\"\" style=\"\" ]Adding and removing people from groups. \u00a0If someone is added to a group, they will see all tasks for that group regardless of when they were added to the group. If someone is removed from the group, they won\u2019t be able to see any tasks for that group. The only exception to this is where tasks have been created with the 'all must complete' completion option. This means the tasks will still be present even if the user was removed from the group.[\/ht_message]\r\n

Making a group inactive<\/h3>\r\nYou can make a group inactive by using the quick actions available on the group list, or you can change the status of the group within the group profile by selecting the group name from the list. \u00a0This launches the group profile and you can check the 'inactive' status in here. \u00a0Remember to update before leaving the screen to commit your changes.\r\n\r\n\"\"<\/a>\r\n\r\n[ht_message mstyle=\"info\" title=\"TIP\" \" show_icon=\"true\" id=\"\" class=\"\" style=\"\" ]It's a really good idea to keep up to date with the maintenance of the groups for your organisation. If someone leaves your organisation, make sure you make them inactive in Docman so that they are not part of any active user groups.[\/ht_message]","tags":[]}]}