Logged in as a user (RA) with admin privileges, you have access to the Admin tab.
Click the admin tab, and then clientgroups.
A Client Group is a full workspace created for as many users as the administrator decides.
Within a client group it is possible to create subgroups and even personal groups.
The hierachical build-up of client groups, sub-groups and personal groups, provides a number of advantages for the group members and administrators.
For example, it is possible to have a personal group within a client group or sub-group, which allows the owner of the personal group to view and work with all items in the main- and subgroups, but excludes other members from accessing the content within the personal group.
Now, create a new group “MyGroup” based on the already existing “Cacidi” client group. When basing a new client group on an existing group, the new group inherits the web-design of the group it is based on.
The user RA is a System Administrator with special priveliges and as such are able to access and see every clientgroup and subgroup created on the system. All other userlevels created with administrator priveliges will only be able to access the clientgroup and subgroups that the user are currently logged in to.
To create the new group, use the drop down menu and select the “Cacidi” client group.
Notice, instantly you see the new group inherit the web-design of the group it is based on.
With the base design on screen, fill in the New Name field with MyGroup and click the Create Folders button.
Next, it's time to create a subgroup of the new main group MyGroup.
To do so, select MyGroup in the drop down menu and type MySubGroup in the New Name field. Then click the Create Folders button.
With this group hierachy of a main group called MyGroup containing a subgroup called MySubGroup, you are now ready to create group members or users.