Manage Groups

Groups can be very useful when you have several users with similar privileges accessing a Library .  Placing users in groups simplifies access management, since you can apply across-the-board changes easily.

For instance, if you work for an HIT vendor or consulting firm – and need to provide guest access to hospital or provider users, you might want to manage all hospital users as a single group.  This will be easier to manage than setting permissions individually, and you’ll ensure that everyone in the group has the same privileges.

Manage these group and access privileges from the Manage Document Library section.

Note:  To create groups, you need Administrator rights. Refer to Manage sharing and privileges to learn how to assign Administrator rights to a user.

Create Groups

  • Log in to a Library in Caristix Workgroup.
  • In the Main Menu, click the arrow beside your username
  • Click Manage Profile Library.The Manage Document Library appears
  • Select the Groups tab
  • Click Add… button
  • Provide a group name and a description
  • Click OK

 

Add Users/Groups to a Group

  • Log in to a Library in Caristix Workgroup.
  • In the Main Menu, click the arrow beside your username
  • Click Manage Profile Library. The Manage Document Library appears
  • Select the Groups tab
  • In the tab panel at the bottom, select the Group Members tab
  • Click Add… button. A new row appears
  • Select the user or group to add. (Note that you can add one group to another.)
  • Click OK