Adding/Editing Groups

DocBits Groups & Permissions Tutorial: Set User Roles, Access Rights & Secure Your Workspace

To add a new group or change the permissions of an existing group, you can do the following:

• Navigate to Group Settings: Log in to your admin account and go to Group Settings in the admin panel.

This window will open:

• Click the + New button: If you want to add a new group, click the + New button to start the process of adding a new group.

• Fill out the table: Provide the group name and a description of the group.

• Save the details: Once you have filled in the group and description, click the "Save" button.

Editing Groups:

• Edit Groups: To edit groups, click on "edit", here you can change the group name

• Enable Groups & permissions: To make the group visible, "Groups & permissions" must be enabled.

• Check the results: After saving, review the results to make sure the group was successfully added, edited, or updated.