Groups Overview

Administrators and Managers with Group-management permission can assign a template or folder of templates to an individual user or a multiple users on the Groups page. Adding users to Groups gives the Administrator the ability to control which template a user has access to.

If a folder is assigned to a Group, all templates associated with that folder will automatically be available to users assigned to that Group.

Please review the article explaining how Templates, Groups, and Users can be structured for easy template sharing by groups.

View a Group

To view a Group, navigate to Admin Settings → Organization → Groups.

The Groups page displays. You can view the following information about Groups:

• Name
• User Count
• Description

The sort feature is available for the name column. You can sort all columns in ascending or descending order.

Create a Group

To create a Group:

1. On the Groups page, click (+)Create Group to create a new Group.
   The Edit New Group menu displays.
   
2. Enter the following information for the Group:
   • Name
   • Description
   • Folders - Selecting a Folder will associate all templates within the folder, or
   • Templates - Selecting a Template will associate only the specified template to the Group
   • Users - Assign existing users to the Group
3. Click Save.

Edit A Group

To edit a Group:

1. On the Group page, click the name of the group you want to modify.
   The Edit Group menu displays.
2. Edit the parameters to your preference in the Group Name, Description, associated Folders, associated Templates, or Users.
    
3. Click Save.

Delete a Group

To delete a Group:

1. On the Group page, check the box to the left of the name of the Group you want to remove.
2. Click the Delete group () button.
   A confirmation message displays.
   
3. Click Delete group.

Learn More

• Training in Claravine Academy: About Templates, Folders, and Groups
• Training in Claravine Academy: Create and Manage Groups