Creating a User Group

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the document vault of your choice.
  4. Still in the left-side tree view, highlight User Groups and then click New User Group... on the task pane.
    The User Group Properties dialog is opened.
  5. In the Name field, enter a name for the new user group.
  6. Click Add... to add users to this group.
    The Select Users or User Groups dialog is opened.
  7. Select the users to be added to the user group and click Add.
    You can add several users at once by holding down the Shift key while selecting users to select a series of consecutive items on the list or by holding down the Ctrl key to select several individual items on the list.
  8. Optional: Enable the Group members are synchronized from the domain and click Define... if you want to retrieve the users from a domain.
    For more information, see Importing User Groups.
  9. Optional: On the Advanced tab, define an alias for the user group.
    For more information, see Associating the Metadata Definitions.
  10. Click OK to finish creating the user group.

Results

The user group that you have just created is added to the User Groups list.