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Group Edit

When you click on the Action button in the Groups screen, you have three options:

  1. Add Members

  2. Manage Group

  3. Delete Group

By selecting Manage Group, you will be redirected to the Group Edit screen. This screen provides several tabs to manage various aspects of the group.

Tabs in the Group Edit Screen​

  1. Manage Group

    a. Edit Members: You can edit the roles of existing members in the group.

  2. Settings

    a. Here, you can configure group-specific settings such as privacy options, member permissions, and notification preferences.

  3. Documents

    a. This tab is used to upload, view, and manage documents related to the group.

  4. Activity

    a. The Activity tab shows a log of recent activities within the group, such as new members joining or documents being added.

  5. Notes

    a. Use this tab to add and manage notes related to the group.

  6. Comments

    a. This section allows group members to leave comments and engage in discussions.

How to Use Each Tab​

Add Members​

  • Add Members: You can add members to the group with different roles such as Host, Co-host, Viewer, or Member.

  • Assign Roles: Select the appropriate role for each member when adding them to the group.

Manage Group​

  • Edit Group Details: Click on the fields to update the group's name, description, and other information. Save changes by clicking the Save button.

  • Edit Members: Modify the roles of existing members in the group. You can change their roles or remove them from the group.

Settings​

  • Privacy Options: Choose between public, private, or hidden group settings.

  • Member Permissions: Set permissions for what members can do within the group.

  • Notification Preferences: Configure how and when members receive notifications about group activities.

Documents​

  • Upload Documents: Click the Upload button to add new documents.

  • View Documents: Click on a document to view its contents.

  • Manage Documents: Use options to rename, delete, or move documents.

Activity​

  • View Activity Log: See a list of recent activities within the group.

  • Filter Activities: Use filters to view specific types of activities.

Notes​

  • Add Notes: Click the Add Note button to create a new note.

  • Manage Notes: Edit or delete notes as needed.

Comments​

  • Leave a Comment: Type your comment in the text box and click Post.

  • Engage in Discussions: Reply to comments and participate in group discussions.