Group Management Admin Screen

Use Group Management to create and maintain the user security groups that Secure Folders uses for folder access.

A user can belong to a group without being a member of Security Admin.

Group Management is separate from licenses and user types. For Viewer and Creator license information, see User Management Admin Screen.

Analytics groups are separate from the groups and relationship attributes on a user's profile in Emburse Enterprise, Emburse Professional, or Emburse Spend. Profile groups are not added to Analytics.

Access Group Management

In the left navigation, select the Admin tab. Then select Group Management.

Admin tab with Group Management selected in the left navigation.

The list shows your user security groups, including Security Admin.

"All Users" is the default permissions group that gives every user access to a folder. It is not a security group that can be managed on the Group Management admin screen. See Manage Permissions in the Secure Folders topic for details.

Create a Group

  1. Select CREATE GROUP.

    Create Group button on the Group Management page.

  2. Enter a group name and select SAVE.

    Create Group dialog with a name in the Group Name field.

    If the name is already in use, an error displays and the group is not created.

  3. After the group is created, you can add members in the Manage Members dialog.

    Manage Members dialog with selected users listed as current members.

    To keep the group but leave it empty, select CANCEL.

    Manage Members dialog with no members and Cancel highlighted.

  4. After you save a group containing members, select APPLY to confirm your choices.

    Apply confirmation listing the members of a new group.

Rename a Group

When you rename a group, its members and folder permissions stay the same

If the new name is already in use, an error displays. Enter a different name.

You cannot rename the Security Admin group.

  1. From the Actions menu, select Rename.

    Actions menu open on a custom group, with Rename highlighted.

  1. Enter the new name, then select RENAME.

    Rename dialog with a new name in the New Group Name field.

Delete a Group

Deletion can change members’ folder access and cannot be undone.

You cannot delete the Security Admin group.

  1. From the Actions menu, select Delete.

    Actions menu open on a custom group, with Delete highlighted.

  2. In the confirmation dialog, enter the group name to confirm the deletion.

  3. Select DELETE GROUP.

    Delete dialog with the group name entered.

Manage Members

When you add or remove a group member, that person gains or loses access to every folder assigned to the group.

An administrator can add or remove Security Admin members via Manage Members.

  • Only Creators can be Security Admin members.

  • The group must contain at least one Creator.

For details on what Security Admin members can do in company folders, see Secure Folders.

  1. From the Actions menu, select Manage Members.

    Actions menu open on a custom group, with Manage Members highlighted.

  2. Current members display in the right column. To add a member, select the plus button next to the user in the left column.

    Plus icon highlighted next to a user who is not a current member.

  3. To remove a member, select the trash button next to the user in the right column.

    Trash icon highlighted next to a current member.

  4. Select SAVE.

    Manage Members dialog with Save highlighted.

  5. Review the member list, then select APPLY to submit the change.

    Apply confirmation listing the updated members, with Apply highlighted.

Assign a Group to a Folder

When the group includes the members you want, assign it from the folder permission list. See Manage Permissions in the Secure Folders topic for details.

Groups do not count toward the limit of 10 named users on a folder.

Related Information

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