Creating a user group

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Select User Groups.
    Tip: If the list contains a large number of items, you can filter it. To filter the view, open the View menu and select Filter. Enter a desired text to filter the column contents.
  6. On the task pane, select New User Group....
    Result:The User Group Properties dialog is opened.
  7. In the Name field, enter a name for the new user group.
  8. Select Add... to add users to this group.
    Result:The Select Users or User Groups dialog is opened.
  9. Select the users to be added to the user group and select Add.
    You can select more than one item at once. Hold down the Ctrl key to select multiple individual items or hold down the ⇧ Shift key to select adjacent items on the list.
  10. Optional: Enable the Group members are synchronized from the domain and select Define... if you want to get the users from a domain.
    For more information, see Importing user groups.
  11. Optional: On the Advanced tab, define an alias for the user group.
    Use semicolons (;) to separate many aliases.
    For more information, see Associating the metadata definitions.

    When automatic aliases are in use and you enter a name on the General tab, the Aliases field on the Advanced tab is automatically filled in. The alias has the format <predefined prefix>.<name>. Configure automatic aliases for your vault in Advanced Vault Settings.

  12. Select OK to finish creating the user group.
The user group that you have just created is added to the User Groups list.
Note: Object permissions are updated as an asynchronous background task. Object permissions can be updated when, for example, a named access control list, a user, a user group, or the value of a pseudo-user (such as a project manager) is modified. You can monitor the progress of the task in M-Files Admin in the Background Tasks section. For more information, see Monitoring background tasks.