Add user group to a box

Add user group to a box

A user group is used to filter for members of a box. You select a user group and are offered a number of possible members for the box. To add members to a box, you need the rights of a box owner or a box administrator.   If you are not shown all available users and user groups in this list, uncheck the "Show members only" checkbox. To add user groups to a box, you need the role of a box owner or box manager.


Proceed as follows:

  1. Open the box by clicking on the name of the box.
  2. Click the 3-dot menu in the toolbar at the top right.
  3. Select the "Members" option.
  4. Use the checkbox to turn off the "Show members only" function.
  5. To select members of a user group, click on the "Group icon" in the toolbar.
  6. Select the desired user group via the checkbox.
  7. The individual users are displayed in the table.
  8. Click on the "Documents" icon in the green toolbar.
  1. Select the "Edit selected members" option.
  2. Select "Member" in the topmost field.
  3. Click on the "Save" button.

Alternatively, you can show the user group via the "Group icon"  and change it to "Member" in the "Role" column for the desired users.



This article did not answer your question?

We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible.  



     Create ticket



Disclaimer
The content of this online help is intended solely for information and documentation purposes for our product idgard® and can be changed at any time without prior notice. We assume no responsibility or liability for errors or inaccuracies. Due to technical developments, uniscon GmbH reserves the right to change the functional scope of the product at any time.

(C) uniscon GmbH
    • Recent Articles

    • Delete multiple users at the same time

      In the user administration, you can delete multiple user accounts at the same time using batch actions. Which users you can delete depends on your own permissions and on the permissions of the users whose user accounts you would like to delete. To ...
    • Change the user status for multiple users at the same time

      In the user administration, you can deactivate multiple activated user accounts or reactivate multiple deactivated user accounts at the same time. Regardless of which users you select, the batch options are only performed for those users for whom ...
    • Manage permissions for multiple users at the same time

      In the user administration, you can change permissions for multiple users at the same time. Which permissions you can grant or modify depends on your own permissions and on the permissions of the users whose user accounts you would like to edit. To ...
    • Modify user groups and notifications

      You can assign multiple users to the same user groups in the user administration. You can also edit the notification settings for multiple users at the same time. To assign multiple users to the same user groups at the same time, proceed as follows: ...
    • Batch actions

      You can perform actions for multiple users at the same time in the user administration. When you select one or multiple users in the user overview, the available batch options are displayed in the top bar. The user overview, filter, and search field ...
    • Related Articles

    • Add user to a user group

      Add user to a user group You can only create groups out of already created users. To do this, you need the corresponding permission from an Administrator. Proceed as follows: Open the Administration Click on the user group An extensive dashboard ...
    • Authorize user group for files

      If members of a data room are to be authorized for folders or documents, then "Extended Rights Management (ERM)" is suitable for this. To give a user certain permissions to folders or files, this user must first be assigned to a user group. The ...
    • Creating a user group

      Creating a user group You create a user group in the Administration menu and assign individual names to user groups. To create a user group, you need the corresponding permission from an Administrator. Proceed as follows: Click on Administration Now ...
    • Delete a user group

      Delete a user group In the Administration you can delete a user group. If a user group is deleted, the users contained in it will remain. To use this feature the permission of an Administrator is required. Proceed as follows: Open the Administration ...
    • Add/remove users of a Box

      Add/remove users of a Box To belong to the communication circle of a box, the user must be added to a box. To see the available users, you may need to turn off the "Show members only" feature. To add users to a box, the role of owner or manager of a ...
    • Popular Articles

    • Uploading files

      Uploading files You can upload one or more files up to a size of 5 GB. For a fee, we can increase the size limit of 5 GB for you. You can only upload files with the "Write" permission. There are two methods with which you can upload files to a box. ...
    • Folder upload - behaviors and limitations

      Unsupported characters in file names will be replaced by an underscore during the upload process, this applies to these characters: *, /, \, ?, :, <, >, ^, ", &, | Example: M&A_Overview.xlsx will be renamed to: M_A_Overview.xlsx File names that ...
    • View box activities in the journal

      In data rooms and depending on the setting, certain activities can be registered in a journal. You can view the data room journal if you have the permission to do so. To view box activities in the journal: 1. Open the data room the journal of which ...
    • Welcome to the idgard® online help

      Welcome to the idgard® online help This online help is the main source of information for learning and working with idgard®. Click on one of the following links to obtain further information about idgard®. To use the online help: Search article Enter ...
    • Isn't encryption on the device the best bet for a safe cloud?

      Isn't encryption on the device the best bet for a safe cloud? The term „cloud computing“ encompasses two aspects: Data storage in a cloud for one’s self, excluding multiple or third-party access. Data processing or storage of information in a cloud, ...