How to add Groups & Users within Configuration

How to add Groups & Users within Configuration

Adding/updating Groups & Users 


To begin your GreenFolders Configuration, sign into GreenFolders. Navigate to the top left and click the GF icon. Click Configuration. 

 


Once in Configuration, you will see a list on the left hand side. Navigate to locate Greenfolders at the top left. You'll then see Users and Groups underneath. 


 

Note: create your groups and update the Security Privileges within the Groups tab and then add your Users to Group so they automatically get the Privileges that the Group has. This will save you time so that you don’t have to continually update individual Users Privileges at a one-off bases and can instead just make them a member of a group.

How to create a New Group: 
  • Click Groups 
  • Click New 

  • Name your New Group  
  • Click "Can Group be Assigned items" if it isn’t already checked. If you do not want folders, task, etc. to be allowed to be assigned to the group then leave it unchecked. 
  • Click Security Privileges at the top to update the Privileges you’d like the Members of this Group to have
  • Now add your Users to the Group by clicking Members tab at the top 

  • Click Add and click on each user you’d like to add. Hold the ctrl button to choose multiple at a time. 
  • Once done, click OK, then click create/save 

How to add New Users:  
  • Click on Users under GreenFolders within Configuration 
  • Click New

  • Add Username, Password, Display Name, & Email 
  • Check the box next to “ password never expires” - Do this so your users do not have to continually update their password 
  • Once done, click “Member Of” tab at the top 

  • Add the New User to a Group to give the New User the Security Privileges that are set for that Group 
  • Click create/save
Click here to watch out short video tutorial on adding a new user to GreenFolders. 


Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance.


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