Add or Edit a Group

Home > selected Organization > menu or right-click > Settings > General > Groups > New Group | Edit
Project > Settings drop-down > Organization Settings > General > Groups > New Group | Edit

Requires Organization - Groups - Add/Edit Permissions

If you have the appropriate permissions, you can add a new Group entry or edit the information for an existing Group.

Add or Edit Group Options

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters.(required) – Specify the account name for this Group within the Organization. The Group name must be unique and is subject to validation upon creation. You cannot edit the name of a configured Group. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a period, hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Group names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + / : ; , < = > ? @ [ \ ] ^ { | } ~ “ ”

• Description Provides a helpful description of an item. A description can have up to 255 characters. – An optional description of the Group.

• Role — A role represents a set of permissions to apply actions to objects. If you have the appropriate permissions you can select the default role (determined by the Set as Default option from Role Permissions), another of the predefined roles, or a custom role created for the Organization. By default, the predefined roles have the following permissions:
• Organization Administrator — Always has permissions to manage all Organization Settings and all aspects of Projects within the Organization; cannot be edited or deleted.
• Project Administrator — Has view permissions for all Project Data nodes in the Navigation Tree and add/edit permissions for some of those nodes, such as Tags, Folders, Saved Searches, Workflows, Comparisons, and Synthetic Documents. Also has document-related permissions to add or remove Tags from documents and documents from a Folder, download native document and PDFs, and view document reports, as well as view permissions for some settings and the ability to edit the list of Metadata View Fields.
• Project Member – Has limited permissions to perform general document search and analysis, but not to control any aspects of the Project.
• Claimant — Used in Reef Claims (previously known as Class Action) Projects on a Reef Express system; not intended for use in eDiscovery.

OK or Cancel Actions

The following actions control whether the Group configuration is saved or discarded:

• OK – Verifies the new or modified Group configuration. As long as you have addressed all required fields, this option saves the new or modified Group information.
• Cancel – Cancels the addition or modification of an Organization Group.