Create a team

User management is a structuring aspect of the tool: the ability to manage users' access rights, their teams, and the possibility of giving them roles within the tool. This feature is only available to Administrators, and the first Administrator is the one who assigns admins and users. 

You can access the “User access management” tab in the Configuration tab in the thumbnail.

Create a team

To create a team, go to the “Teams” tab, next to “Users” on top of the list in “User management”.

Click on “Add a team”. Fill out the pop-up form with the Title of the team, Status (active or inactive) and Members. 

To add a member to the team, click on “Choose some options” to display the drop-down the list of members and select the ones you wish to add.

Keep in mind that you can add members to different teams at once. You may also delete a member from its existing team to transfer him to a new team. 

Then check the Watermark settings boxes to set your preferences.

The watermark settings serve a crucial role in adding a layer of security and branding to your documents.
By applying watermarks, you can visually protect and uniquely identify your files. They work as a deterrent against unauthorized sharing or distribution of your documents.

By setting up team-specific watermarks, you reinforce the confidentiality of the content and add a layer of accountability.

You can choose your watermark text and color according to your preferences. 

If you wish to notify users when new documents have been added to the team in the last 24 hours, check the corresponding box.

Once all the information is filled out, click on “Confirm”.

Edit a team

To edit your team, click on the pencil icon to the right of the line of your team in the “Actions” column. You can edit all the information you have set up when creating your team.

Delete a team

To delete your team, click on the recycle bin icon on the right of the line of your team in the “Actions” column. 

A window will appear to confirm your wish to delete the team: “You are about to delete the team X.” 

When deleting your team, you also have the option to remove its users from the group. 

Check the box if you wish to do so, otherwise, leave it unchecked and click on “Confirm” to permanently delete the team. 

Documents that have been added to the team will not be affected. The admin, and other users the admin has given the right to, will still be able to view them.

Note that if you are part of the team, you must remove yourself from said team before deleting it.