User groups are the simplest way to grant access to your chosen resources or set a reminder to a number of people at once. You first create a user group, then assign your existing users into it and share any file, folder, section or the whole account to this group. Any changes in group’s access to resources will affect all the people in this user group. The same user can belong to several user groups at once and a user group can include both users and other user groups in it. If set up, user groups can sync over Microsoft Entra ID (Active Directory) too.

Creating User Groups

1. Log in as an administrator
2. Locate Admin Tools panel on the left side, under the Main Sections
3. Click on “Manage User Groups”
4. Click on the blue “Create User Group” button if this is your first user group. 
   Otherwise the blue button is missing and you can click on the “+Group” button on the toolbar.
5. Choose a descriptive name for the group (for example: Accountants, Management, Project Team, All Employees, etc)
6. Click ‘Create’ button

Adding Users and Groups to a User Group

After you have created at least one user group, you can start assigning your team members into that group.

To assign users (or User Groups) to a User Group, do the following:

1. Log in as an account administrator and locate the Admin Tools panel on the left side of the system, right under the Main Sections
2. Click on ‘Manage User Groups’
3. Create a user group or click on one you have created before
4. Click on ‘Add User’ or ‘+Member’ on toolbar to add a User, or ‘Add User Group’ to add an existing user group to the group
5. Input a user’s email to the field that appears, or select a user group
   Note that the user has to be signed up to Folderit with that email address as a user name. You can invite people yourself, or they can sign up on their own. You can also add your own user as a member of groups.

Repeat steps 4 and 5 to add more people to the group.

Error message ‘Could not find user.’: There is no user registered in Folderit with that email address. Initiate their registration by going to Manage Users > +User.

Removing Users from a User Group

If you need to remove a user from your user group(s) but not entirely from your team, you can easily do that.

Do the following:

1. Log in as an account administrator
2. Locate Admin Tools panel on the left side, under the Main Sections
3. Click on Manage User Groups
4. Click on the user group you need to remove the user from
5. Click on the settings icon next to the user to open up settings menu
6. Click on Remove

To remove the user from other chosen groups as well, repeat the steps 3 to 6. 

To remove the user from your system completely, cutting off their access to any and all resources under your account, read Removing a User.

Renaming a User Group

If you need to rename your existing user group, follow these simple steps:

1. Log in as an account administrator
2. Locate Admin Tools panel on the left side, under the Main Sections
3. Click on “Manage User Groups”
4. Click on the settings (gear) icon on the right side of the group’s name to open settings menu
5. Choose ‘Rename’
6. Type in the new name and Save

That’s it! Now the group has a new name.

Deleting a User Group

If you no longer need a user group and want to remove it, follow these simple steps:

1. Log in as an account administrator
2. Locate Admin Tools panel on the left side, under the Main Sections
3. Click on “Manage User Groups”
4. Click on the settings (gear) icon on the right side of the group’s name to open settings menu
5. Choose ‘Delete’
6. Confirm deletion by clicking on Delete again when you are asked

That’s it, the user group is now removed. Note that it will not delete the users, so if the users have been given permission to access some resources as a member of another group or individually, they still can!