Groups

Group menu

In the Admin Console of OfficeNEXT Safebox, the Groups menu enables administrators to manage organizational groups effectively. This feature allows for the creation, modification, deletion, and searching of groups within the company.

Accessing the Groups Menu

1. In the Admin Console's left-hand menu, click on 'Groups'.

2. A list of existing company groups will be displayed.

Creating a New Group

1. In the Admin Console, select 'Groups'.

2. Click the 'Add Group' button located at the top right of the screen.

3. Enter the desired group name.

4. To add members, click the '+' button next to 'Members', select the users to include in the group, and then click 'Ok' in the 'Share with' in the popup.

5. After configuring the group details, click 'Save' to create the new group.

Click "Add Group"

Add a member

Select members

Administrators can efficiently perform necessary user management tasks, and users can share records with the newly added group when adding records.

Group list

Modifying an Existing Group

1. In the Admin Console, select 'Groups'.

2. Choose the group you wish to edit; an editing detail view pane of the group will open on the right.

3. Click the 'Pencil' icon on the top of the detail view to edit the group.

4. To remove members from the group, select the checkbox and click the 'Trash' icon to delete them, or click '+' to add new members from the organization chart. You can also change the group name by editing the title.

5. Click 'Save' at the bottom of the detail view to apply the modifications.

Edit a group

Deleting a Group

1. In the Admin Console, select 'Groups'.

2. Choose the group you intend to delete; an editing the detail view pane will open on the right.

3. Click the 'Pencil' icon on the top of the detail view to edit the group.

4. Click the 'Delete' button located at the bottom left of the editing pane.

5. Confirm the deletion when prompted.

deleting a group

Removing Group Members (How to Remove Members from a Group)

1. Select the group you wish to modify.

2. In the editing window that appears by pressing the pencil icon on the top, check the selection box to the right of each member you want to remove.

3. Click the Delete button located at the top of the member list and click the "Save" button at the bottom.

4. This will remove all selected members from the group while keeping the group itself intact.

Removing members from a group

Important Note About Administrator Rights

Caution: If a group has only one administrator, you cannot remove administrator privileges from that user's detailed information. This is because removing the only administrator would leave the group without anyone to manage it. If you attempt to uncheck the Administrator privilege and save changes for a user who is the sole administrator of any group, a warning message will appear at the top of the screen stating "This user is the only administrator of a group" and the system will prevent you from removing their administrator rights.

Warning message when removing administrator rights from a group with only one administrator

Searching for a Group

If your organization has numerous groups or teams, utilize the search bar at the top to quickly locate the desired group.

Search a group