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Groups

Create Group

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click Create Group
  3. Choose your group name, start date, and expiration date (expiration date is optional)
  4. Click Create Group

View Group Files

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the group whose files you want to view, or click the [PLACEHOLDER FOR ICON] icon > Group files

View Group Details

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group details

View Group Members

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group members

Add File / Folder to Group

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the group whose files you want to view, or click the [PLACEHOLDER FOR ICON] icon > Group files
  3. From this screen, you can either upload new files from your computer or move already-uploaded files into the Group folder:
    • To upload new files, press the New button and follow standard procedure
    • To move already-uploaded files into the Group folder, click Add Files (Placeholder: Ask PL)

Add User to Group

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group members
  3. Click Invite Users, enter their email into the Users field, and press Invite

Remove File / Folder From Group

Steps

  1. (Details TBD)

Remove User From Group (Admin+ Only)

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group members
  3. Find the user you want to remove and press the [PLACEHOLDER FOR ICON] icon

Delete Group (Owner Only)

Steps

  1. (Details TBD)

Leave Group

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group details
  3. Scroll to the bottom of the page and click Leave Group

Manage Group Member Role in Group (Admin+ Only)

Steps

  1. From the Home screen, navigate to the Groups tab on the left side of the screen
  2. Click the [PLACEHOLDER FOR ICON] icon > Group members
  3. Find the user whose role you want to change and modify the Permission level column

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