To create a Group in ShareSecure follow these steps. Groups help increase the efficiency of document sharing and help with organization within your portal.
Steps:
- Navigate to “Groups” in the top header.
- Select ‘Create Group’.
- Add a name for the group. Under ‘Add Users to This Group’, type in the names of the users you wish to add. As you start to type, the potential users will start to auto-populate and you will be able to select the user you’d like.
Note: If you would like to include all users in your instance of ShareSecure to have access to the documents shared with this group, skip the step of adding users and check the ‘Everyone’ box. If the group should have access to Answers Dashboards, check the ‘Answers Group’ checkbox.
