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Managing KnowledgeTree > DMS Administration > Users and Groups > Manage Groups > Viewing / Editing / Deleting Groups
This procedure Displays, Edits, and Deletes groups. It also Adds Users and Sub Groups to groups, and Removes Users and Sub Groups from groups.
Perform the following steps:
| 1. | Open Users and Groups in DMS Administration; then, click Manage Groups to open the Group Administration page. |
| 2. | Display groups - one or more. If you are searching for a specific group, enter all or part of the group name in the Group Name field; then, click search for groups. Alternatively, click view all groups. |
Note: The following information is provided for each group: group name, unit name (if
the group has been added to a Unit); sub groups (if any); plus, links to the following
functionality - edit the group, manage users, manage sub-groups.
| • | delete a group? Click the Delete icon for the relevant group. |
| • | add users to a group or remove users from a group? Go to step 5. |
| • | add new sub-groups to the group, or remove sub-groups in the group? Go to step 6. |
| 4.1. | Click the Edit icon for the relevant group to open the Edit Group Details page. |
| 4.2. | Make the required changes. The following information is editable: |
| • | change the name of the group |
| • | define whether members of the group have unit administration privileges |
| • | define whether members of the group have system administration privileges |
| • | add or remove the group from a unit |
| 4.3. | Click save changes to group. |
| 5.1. | Click Manage Users for the relevant group to open the Manage Users in [group name] page. |
| • | add new users to this group? Go to step 5.3. |
| • | remove users from this group? Select one or more users in the Assigned Users field; then, click the adjacent left-pointing arrow to move these users to the Available Users field. Click save changes. |
| 5.3. | Populate the Available Users field - click Show All to display all users, or enter criteria in the Filter field to view a selection of users matching this criteria - e.g. insert 'b' to display any names starting with 'b'. |
| 5.4. | Select one or more users in Available Users; then, click the adjacent right-pointing arrow to add these users to the Assigned Users field. |
| 6. | Add or remove sub groups: |
| 6.1. | Click Manage sub-groups for the relevant group to open the Manage Sub-Groups in [group name] page. |
| • | add new sub-groups? Go to step 6.3. |
| • | remove sub-groups? Select one or more groups in the Assigned Groups field; then, click the adjacent left-pointing arrow to move these groups to the Available Groups field. Click save changes. |
| 6.3. | Populate the Available Groups field - click Show All to display all groups, or enter criteria in the Filter field to view a selection of groups matching your criteria - e.g. insert 'b' to display group names starting with a 'b'. |
| 6.4. | Select one or more groups in Available Groups; then, click the adjacent right-pointing arrow to add these users to the Assigned Groups field. |
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