Create and manage Groups in your Team
Create Groups in WorkDrive based on member roles or profiles and easily add the Group members to Team Folders.
Create a Group
1. Click your profile picture in the top-right corner, then select
Team Details
.
By default, the
MEMBERS
tab will be selected.
2. Select the
GROUPS
tab.
3. Click the
+ GROUPS
button in the top-right corner.
4. Enter a Group name.
5. Enter a description if needed.
6. Add members by entering their name or email address, then assign each a Group role: Group Admin or Group Member.
- A Group Admin can add new members to the group, change member roles, and remove members from the group. They can also edit the Group Info (name and description).
- A Group Member can only view the list of the members in their Groups
7. Click
CREATE
.
You can now view and manage the Groups in your team from the Team
Groups tab
.
- Only Team Admins can create Groups in WorkDrive
- You can assign users to multiple Groups and they can access data according to the permissions assigned to each Group
- The Groups feature is available in all WorkDrive plans.
Manage Groups
1. Click your profile picture in the top-right corner, then select
Team Details
.
By default, the
MEMBERS
tab will be selected.
2. Select the
GROUPS
tab.
3. Hover over a Group and select the (...) icon.
4. Click
Edit Group
to change the Group name and description.
5. Click
Manage Members
to add new members, change member roles, and remove members from the Group.
6. Click
Delete Group
to remove the Group from your team.
- Only Group Admins can edit Group Info, manage members, or delete Groups
- When a Group is deleted from a Team, all members will lose access to the associated Team Folders where they have been added.
WorkDrive Groups and Org Groups
- Groups created within the WorkDrive app are said to be WorkDrive Groups. These Groups can't be used in other Zoho apps.
- Org Groups created in Zoho One (Collaboration Groups, not Department Groups), Zoho Workplace, and Zoho Directory can be used to assign or add Group members to WorkDrive and other Zoho apps.
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