How to Create a Group in the VDR/Portal

To create a Group in your VDR/Portal follow these steps. Groups help increase the efficiency of document sharing and help with organization within your portal.

Steps:

1. Navigate to ‘Groups’ in the top header.
2. Select ‘Create Group’.

3. Add a name for the group. 
   1. Everyone – Check this if you want to include everyone in your Workspace.
   2. Answers Group – Check this if you want this group to have access to Altvia Answers Dashboards.
   3. Add Users – 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 VDR/Portal to have access to the documents shared with this group, skip the step of adding users and check the ‘Everyone’ box.