Pro: Creating Groups

Groups can be used to share cases and tags with multiple users, giving the same share permissions to all selected users at once. Groups can be created by users with the manager role.

After logging in to Guardify, select "Users & Groups" on the left navigation bar, and then click the "My Groups" tab at the top of the page. This page contains groups that you created or are a member of. 

Select Add at the top right of the screen to create a new group.  

Fill in the Group Name field at the top, and then click Add Users.

This will prompt you to select users that you have already added to the system. You can add as many users as you'd like to a group.

Click Add when you’ve selected the users you'd like to add to this group. Then click Create.

Your group will now show up in your "My Groups" list, with a collapsible view of all users you have added to that group.

Once a group is created, you can find the name of your group in the "Group" list when you are sharing a case or saving a tag.

Note: To add or remove a user from a group, click the pencil icon next to the group. Deleting a user will remove their access to interviews and tags shared with the group. Adding a user to a pre-existing group will give them access to any active shares and tags that have been shared with that group previously.