Creating a New Group

The Create group workflow guides you through a simple, step-by-step process to set up a group, assign users, and control document access.

The process is structured into four clear stages:

1. Group details
2. Add users
3. Add documents
4. Review details

Enter a group name and optional description to define the group’s purpose. This helps keep your organisation structured and easy to manage.

Select the users to include in the group. You can search and filter by username, status, or role to quickly find and add the right people. The Manage Selections basket allows client administrators with large app user cohorts to seamlessly remove erroneous selections.

Assign the documents the group should have access to. User filters such as company or active ingredient to narrow your results and efficiently select relevant content.

Review your selections before finalising. This step provides a clear summary of:

• Group details (name and description)
• Users added (including status and role)
• Documents assigned (with key information such as active ingredient and company)

Note – You can use the Change links to quickly edit any section without restarting the process.

Once you’re satisfied, select Create this group to complete the setup.

The progress tracker at the top of the screen shows your position at each stage, making it easy to move forwards or back as needed.

In summary, this guided workflow ensures that groups are set up accurately, giving the right users access to the right documents with confidence.