Adding Groups


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Managing KnowledgeTree > DMS Administration > Users and Groups > Manage Groups > Adding Groups

This procedure Adds a group in KnowledgeTree.

 

Note: You can use this section to import Active Directory groups. The imported group may be edited to manually synchronize the Active Directory user/group membership.

 

 

Perform the following steps:

1.Login using your administrative credentials to open DMS Administration; then, click Manage Groups to open Group Administration.

 

2.Click Add a new group to open the Add a new Group page.

 

3.Are you adding the new group ...

 

from an external authentication source that has already been configured for KnowledgeTree? Select the authentication source; then, click Add from source. Enter the group's name in the text field; then, click search for groups to display a list of available groups. Select the groups to add; then, click Add. Go to step 4.

 

from an external authentication source that has not yet been configured for KnowledgeTree? Add the new authentication source to enable the authentication provider's plugin; then, return to this procedure to add the user from the pre-configured external authentication source.

 

manually, within KnowledgeTree? Go to step 4.

 

4.Define a name for the group in the Group Name field.

 

5.Do you want to assign ...
system administrative privileges to all members of this group? Select the System Administrators check box.

 

unit administrator privileges to all members of this group? Select the Unit Administrators check box.

 

neither of the above? Leave the Unit Administrators check box and the System Administrator check box de-selected; then, go to step 7.

 

6.Click create group.

Note: A system message informs you that the new group has been created.

 

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