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Managing groups

With DocIntel, you can easily control who has access to which documents by creating groups for users. This way, you can release documents to a group of users all at once, instead of having to manage permissions individually. With ad-hoc groups, you can easily enforce TLP markings. For example, if you only want the attendees of a specific conference to see TLP:Red slides, you can create a group for them.

The administrative functions for groups, including modifying membership and permissions, require special permission. If you don’t see the buttons or links described in the documentation, please check that your user level has the correct permissions for those actions.

Creating a group

To create a group, follow the steps below:

  1. Click on Administation then group in the left sidebar,
  2. Click on Create button on the top right,
  3. Fill out the details, including a name and a description,
  4. Select the parent group if any,
  5. Click on Create button.

Updating a group

To update a group, follow the steps below:

  1. Click on Administation then group in the left sidebar,
  2. Select the group you want to edit by clicking on the group name in the table,
  3. Click on Edit button on the top right,
  4. Edit the details, including a name and a description,
  5. Select the parent group if any,
  6. Click on Save button.

Removing a group

To remove a group, follow the steps below:

  1. Click on Administation then group in the left sidebar,
  2. Select the group you want to edit by clicking on the group name in the table,
  3. Click on Delete button on the top right,
  4. Confirm that you want to remove the group by clicking the Yes, delete! button.

Adding a member

To add a member to a group, follow the steps below:

  1. Click on Administation then group in the left sidebar,
  2. Select the group you want to edit by clicking on the group name in the table,
  3. On the panel in the right side bar, select the user to add,
  4. Click on Add button.

Removing a member

To remove a member from a group, follow the steps below:

  1. Click on Administation then group in the left sidebar,
  2. Select the group you want to edit by clicking on the group name in the table,
  3. Find the user in the table,
  4. Click on Remove link in user’s row.