Help Document

Introduction

Getting started

Configuring SharePoint Servers

Dashboard

Explorer

Reports

Management

Monitoring

Migration

Backup

Alerts

Configuration settings

Customization settings

General settings

Contact support

Troubleshooting tips

Groups Management

Create SharePoint Group

Follow the below steps to create a SharePoint group for one or more site collections.

  • Click on the Management tab. Navigate to Create SharePoint Group under Group Management.

    create-sharepoint-group

  • Select the required Farm/Tenant from the drop-down menu. Click icon-add to select sites. After making the selection click Next.

    create-sharepoint-group

  • Provide a suitable name and description for the SharePoint group in the fields against Task Name and Task Description respectively. Similarly, provide a suitable group name and group description for the SharePoint group in the fields against Group Name and Group Description.

    create-sharepoint-group

  • Under Group Owner, select the name of the user who should be assigned as the owner of the SharePoint group.
  • Select who can view the membership of the group as either Group Members or Everyone.
  • Select who can edit the membership for the group as either Group Members or Group Owner.
  • Select Yes or No to allow requests to join/leave this group.
  • Select Yes or No to allow auto-accept request.
  • Enter a valid email ID to receive membership requests from users.
  • Click Apply to create group. It will direct to a Result Summary page which gives the summary of the operation performed.

Add Users to Groups

Follow the below steps to add one or more users to any number of SharePoint groups.

  • Click on the Management tab. Navigate to Add Users to Groups under Group Management.

    add_users-to-group

  • Select the required Farm/Tenant from the drop-down menu. Click icon-add to select sites. After making the selection click Next.

    add_users-to-group

  • Provide a suitable name and description for the task in the fields against Task Name and Description respectively.

    add_users-to-group

  • Under Select Group, click  to select one or more SharePoint groups. It will open a window, where all the SharePoint groups are listed pertaining to the selected site collections. After selecting the desired SharePoint group(s) by ticking the box against their names, click Select at the bottom of the window.
  • Under Select User, click icon-add to select one or more user(s). It will open the People Picker window, where you can look up the name of a user to add to the selected SharePoint group(s). After selecting the desired SharePoint user(s) by ticking the box against their names, click Select at the bottom of the window.
  • Click Apply to add the selected users to the selected groups. It will direct to a Result Summary page which gives the summary of the result of the operations performed.

Remove Users from Groups

Follow the below steps to remove one or more users from any number of SharePoint groups.

  • Click on the Management tab. Navigate to Remove Users from Groups under Group Management.

    remove-users-from-group

  • Select the required Farm/Tenant from the drop-down menu. Click icon-add to select sites. After making the selection click Next.

    remove-users-from-group

  • Provide a suitable name and description for the task in the fields against Task Name and Description respectively.

    remove-users-from-group

  • Under Select Group, click icon-add to select one or more SharePoint groups. It will open a window, where all the SharePoint groups are listed pertaining to the selected site collections. After selecting the desired users or groups by ticking the box against their names, click Select at the bottom of the window.
  • Under Select User, click icon-add   to select one or more user(s). It will open the People Picker window, where you can look up and select users. After selecting the desired SharePoint user(s) by ticking the box against their names, click Select at the bottom of the window.
  • Click Apply to remove the selected users from the selected groups. It will direct to a Result Summary page which gives the summary of the result of the operations performed.

Copy User between groups

Follow the below steps to copy users from one SharePoint group to many other SharePoint groups.

  • Click on the Management tab. Navigate to Copy Users between Groups under Group Management.

    copy-user-between-groups

  • Select the required Farm/Tenant from the drop-down menu. Click icon-add to select sites. After making the selection click Next.

    copy-user-between-groups

  • Provide a suitable name and description for the SharePoint group in the fields against Task Name and Description respectively.

    copy-user-between-groups

  • Under Select Source Group, click icon-add to select a source SharePoint group. It will pop-open a window, where all the SharePoint groups are listed pertaining to the selected site collections. After selecting the desired SharePoint group by ticking the box against its name, click Select at the bottom of the window.
  • Under Select Target Group, click icon-add to select one or more destination SharePoint groups. It will pop-open a window, where all the SharePoint groups are listed pertaining to the selected site collections.
    After selecting the desired SharePoint group(s) by ticking the box against their names, click Select at the bottom of the window.
  • Under Select User, click icon-add to list the users belonging to the source SharePoint group. From the list generated, select the desired users by ticking the boxes against their name and click Select at the bottom of the window.
  • Click Apply to execute the operation. It will direct to a Result Summary page which gives the summary of the operations performed.

Delete SharePoint Groups

Follow the below steps to delete one or more SharePoint groups.

  • Click on the Management tab. Navigate to  Delete SharePoint Groups under Group Management.

    delete-sharepoint-group

  • Select the required Farm/Tenant from the drop-down menu. Click icon-add to select sites. After making the selection click Next.

    delete-sharepoint-group

  • Provide a suitable name and description for the SharePoint group in the fields against Task Name and Description respectively.

    delete-sharepoint-group

  • Under Select Group, click icon-add to list all the groups pertaining to the selected site collections. From the list generated, select the desired groups by ticking the boxes against their name and click Select at the bottom of the window.
  • Click Apply to delete the groups. It will direct to a Result Summary page which gives the summary of the operations performed.