How to View and Manage Group Details
This document provides instructions on how to access and manage the details of a specific group within your organization.
Prerequisites
Before managing group details in the OfficeSeries application, it's important to have administrative privileges or the required permissions. Additionally, a basic knowledge of navigating the OfficeSeries interface and an understanding of group roles, permissions, and the organization's group management policies are essential.
Getting Started
To access a specific group:
Log into the OfficeSeries application.
Navigate to the "Groups" menu.
Select the group you wish to view.
You will be redirected to the overview page for the selected group.
Group Overview
The overview page presents key information about the group, including its name, description, and members.
What You Can View
Group Name: Displays the name of the group.
Description: Provides a brief description of the group.
Edit Group Option: Allows for editing the group's details, such as its name and description.
Group Owners: Lists the owners of the group.
Group Members: Lists the members of the group.
Note: Your ability to perform certain actions, such as editing a group or managing group permissions, depends on your role and permissions. For detailed instructions on managing group roles and permissions, refer to our Directory Security and Permissions Guide.
How to Update Group Details
To modify a group's details, such as its name and description, follow these steps:
Log into the OfficeSeries application.
Navigate to the "Directory" menu and select the "Groups" submenu.
Select the group you wish to update.
Click "Edit Group" button.
Update the "Group Name" and "Description" fields as needed.
Click "Save" to apply the changes.
Review the group overview page to confirm the updates.
For more detailed instructions on updating group details, refer to our Updating Group Information Guide.
How to Manage Group Owners and Members
To ensure proper access control within your organization, it's crucial to manage group permissions accurately. This involves adding or removing group owners and members with precision. Follow the steps below to navigate through the OfficeSeries application and make these adjustments.
Adding Group Owners and/or Members
Log into the OfficeSeries application.
Navigate to Directory Management by going to the "Directory" menu on the main navigation bar.
Click on "Groups" to see the list of groups.
Choose the group you want to modify.
Look for the "Access Control" or similar option within the group's settings to manage ownership and membership.
Click "Add Owner" or "Add Member" as needed. A dialog box will open for selection.
Search for and select the individuals to add. Multiple selections are allowed.
Click "Add Owners" or "Add Members" button within the dialog to confirm.
Check the group's overview page to ensure the correct additions.
For more detailed instructions on managing group owners and members, refer to our Managing Group Owners and Members Guide.
Removing Group Owners and/or Members
Log into the OfficeSeries application.
Select the "Directory" menu.
Click "Groups" to view the list.
Select the group to modify.
Navigate to "Access Control" or similar option within the group's settings.
Identify the "Owners" or "Members" to remove on the list. Each will have a "Remove" option.
Click "Remove" next to the name. A dialog box may appear for confirmation.
Click "Yes" or "Ok" to confirm the action.
Verify the removal by ensuring the names are no longer listed on the overview page.
For more detailed instructions on managing group owners and members, refer to our Managing Group Owners and Members Guide.
Summary
This document has provided the steps to access, update, and manage group details in the OfficeSeries application. It's important to keep group information current and to manage permissions appropriately. Always check your permissions before making changes.