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'Groups' Page

The Groups page provides an overview of the groups created in the database and allows administrators to create and manage groups.

Admin Console 'Group' Page

'Group' Page Features

The Groups page includes summary information, group-management actions, a search field, and a group register.

FieldDescription
GroupsShows how many groups exist in the database.
Create GroupOpens the dialog used to create a new group.
Search groupsSearches for a group by name.

Group register

The group register lists the groups currently configured in the database.

FieldDescription
SettingsOpens the settings dialog for the selected group.
NameIndicates the name of the group.
DescriptionA descriptive field that was given to the relevant group (optional).
MembersShows how many users belong to the group.

Each row may also show a group initial badge, the group name, its description, and a member-count badge.

Managing Groups: 'Settings' Dialog

Next to each listed group is a Settings icon. Selecting this icon opens a dialog used to manage the selected group.

'Settings' Icon

'Group Settings' Dialog

The Group Settings dialog is arranged as a tabbed management view. It allows administrators to move between the group’s details, permissions, and access-related sections from one dialog.

The dialog includes the following sections:

FieldDescription
DetailsOpens the group’s details view, where the group profile, users, and module access can be reviewed and updated.
PermissionsLists all possible permission(s) for the relevant group and shows the scope of access granted to that group.
FoldersShows the folder(s) the group can access. A green row with a “+” icon indicates access, while a red row with a “no entry” icon indicates no access.
DataviewsShows the dataview(s) the group can access. A green row with a “+” icon indicates access, while a red row with a “no entry” icon indicates no access.
ProjectsWhere a database includes project(s), this section shows which project(s) the group can access.
RecordsShows the records-related access or record scope available to the selected group.

'Settings' Dialog: 'Details' Section

In the current dialog layout, the Details section acts as the main administrative profile page for the selected group.

FieldDescription
Group detailsShows the group’s name, description, and a high-level overview of the group’s access.
UsersLists the users in the database. An orange check-box with a tick indicates the user belongs to the group, and membership can be managed here.
DownloadsEnables the group to access the Docwize Downloads module.
ExplorerEnables the group to access the Docwize Explorer module.
NewEnables the group to access the Docwize New module.
DataviewsEnables the group to access the Docwize Dataviews module.
SearchEnables the group to access the Docwize Search module.
Admin ConsoleEnables the group to access the Admin Console module.
InboxEnables the group to access the Docwize Inbox.
DashboardsEnables the group to access the Docwize Dashboards module.
MembersShows the members assigned to the group.