Memberships

About Memberships

The purpose of memberships is to assign users as members of groups and to set permissions at the group level. This ensures that users inherit the permissions of the groups in which they are members, without needing to set permissions for every user individually.

Groups may also be members of other groups. For example, you may have a set of folders for San Francisco-based resources and a set of folders for New York-based resources, and each set of folders is visible to a given group of users. If you want the New York users to have access to the San Francisco folders in addition to their own, then you can make the New York group a member of the San Francisco group to inherit those permissions.

Any given group can be a member of multiple groups and its members inherit the combined permissions of all of those groups.

Managing a User’s Groups

To add a user to groups or remove them from groups:

1. Open the Tools  menu.

2. Select Security > Users.

3. Navigate to the folder where the user is located.

4. In the list, find the user you want to edit and click their name. The user properties screen opens.

5. Under the Groups tab, you can see a list of groups to which the user is a member. This user inherits the permissions of all of those groups. The folder location of each group is shown in the Path column (note this does not necessarily indicate the permissions of those groups).

6. Click the Add to Group button to add this user to groups. This opens a dialog in which you can perform the following:

   1. In the tree, select the folder where groups are located.

   2. Optionally type a phrase into the Name box and click Search to filter the list to items with a matching name.

   3. Find the groups in the list that you wish to add and check the boxes next to them.

   4. Repeat the above steps to find groups in other folders. Your selections from each folder are retained.

   5. Click OK to add the user as a member to the selected groups.

7. Click the Remove  button next to a group to remove the user’s membership of it.

8. Click Save to save the changes or click Back to discard any changes without saving.

Managing Members of a Group

To add and remove members (users or other groups) in a group:

1. Open the Tools  menu.

2. Select Security > Groups.

3. Navigate to the folder where the group is located.

4. In the list, find the group you want to edit and click its name. The group properties screen opens.

5. Under the Groups tab, you can see a list of groups to which the current group is a member. This group and its members inherit the permissions of all of those other groups. The folder location of each group is shown in the Path column (note this does not necessarily indicate the permissions of those groups).

6. Click the Add to Group button to add this group to other groups. This opens a dialog in which you can perform the following:

   1. In the tree, select the folder where groups are located.

   2. Optionally type a phrase into the Name box and click Search to filter the list to items with a matching name.

   3. Find the groups in the list that you wish to add and check the boxes next to them.

   4. Repeat the above steps to find groups in other folders. Your selections from each folder are retained.

   5. Click OK to add the current group as a member to the selected other groups.

7. Click the Remove  button next to a group to remove the current group’s membership of it.

8. Click Save to save the changes or click Back to discard any changes without saving.