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. Click User Groups.
    Tip: If the list contains a large number of items, you might want to filter it. To filter the view, open the View menu and click Filter. Enter a desired text to filter the column contents.
  6. On the task pane, click 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. Click 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 click 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 click Define... if you want to retrieve 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.
    For more information, see Associating the Metadata Definitions.

    When you have automatic aliases in use and you write 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>. Define automatic aliases for your vault in the configurations editor.

  12. Click 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 may 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 may monitor the progress of the task in M-Files Admin in the Background Tasks section. For more information, see Monitoring Background Tasks.