Create a Group, Assign Users to the Group & Activate a Group Intray

Summary:

This article describes how to create a group, assign users to the group & activate a group Intray.

More information:

If you need to create a group and/or group Intray, follow the steps below.

1. Log in to Virtual Cabinet and click on the “Admin” tab.
    
2. Then click on the “View Groups” option in the “Users and Groups” section.
   
   
    

3. In the new window that appears, click on the “Add” button.

   (If your group already exists and you are just looking to give it an Intray, click on the group and then click the “Edit” button).
   
   

4. Type in a Group Name as shown by arrow A. (If you’ll be giving the group an Intray, this will be the name used).

   If you want to give the group an Intray, tick the box next to the “Enabled” value in the Intray section as shown by arrow B. (This intray will be available for use to all Members of the group).
   
   
    

5. Click on the Members tab (C). Then click on “Add” to assign users to the Group (D).
   
6. In the window that opens, select the users you want to add to the group (E) and then finalise the change by hitting OK (F) (You can hold Ctrl or Shift to add multiple users at once, like selecting multiple files in Windows).