Groups

Prerequisites

Access Level:Sub-admin, Admin

Permission Requirements

• . Basic Vault Interaction
  • View metadata for own files (necessary to download)
  • View access/sharing/project history of own files
  • Create file metadata
  • View keys for own files (necessary to download)
  • Download own files' content
  • View directories
  • Create directories
  • Delete directories
• . Basic Group Interaction
  • View groups they are a member of
  • View keys for groups they are a member of
  • Create groups
  • Rename own groups and transfer ownership
  • Add users to groups they are a member of
  • Edit other members in groups they are a member of
  • Remove other users from groups they are a member of
  • Delete groups they are the owner of
• . Basic Project Interaction
  • View projects they are a member of
  • View other members in projects they are a member of
  • Classify resources with projects they are active in
• . Project Management
  • Declassify resources tagged with projects they manage
  • Edit metadata for projects they manage
  • Delete projects they manage
  • Add users to projects they manage

Access Group Directories

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. View all the groups you have access to in the right panel.

info

• Users with user roles can only view the groups they are part of.
• Users with sub-admin roles and admin roles can view the groups they manage.
• Users with super-admin roles can view all existing and past groups.

note

You can use the search bar to find a group in the right panel.

View Groups from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Users section.
3. Click the Groups section in the top left panel.
4. View all existing and past groups in the system.

info

You must be a user with admin or super-admin role to access groups from the management.

View Your Group Members from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group you want to view its members.
4. In the new window, view the list of group members on the right.

Create a Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Create group button.
4. In the pop-up, enter the group name.
5. Click Create.
6. In the new pop-up, enter user names to add to the group.
7. Select their user permissions in the group.
8. Click Add to group.

note

• The box Add users to group after creation is checked by default.
• You may be asked to enter your password upon group creation.

info

When you create a group you are automatically assigned the group owner role.

Create a Group Tagged by a Project from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Create group button.
4. In the pop-up, enter the group name and select the project to tag the group with.
5. Click Create.
6. In the new pop-up, enter user names to add to the group.
7. Select their user permissions in the group.
8. Click Add to group.

caution

You can only add users to a group if they are members of the project the group is tagged with. Users must satisfy project requirements to join a project-tagged group.

Manage a Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button to the appropriate group.
4. Select Open overlay.
5. In the pop-up, view the group details.

note

Group members can be managed by a group owner or by a group member with group permissions granted by the owner.

Add a New Member to a Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open the group overlay.
4. In the new window, click the Add a new member section in the left panel.
5. In the pop-up, enter the user name to add to the group.
6. Select the user's permissions in the group.
7. Click Add to group.

info

You cannot add members to a project-tagged group unless you are a member of the same tagged project.

Change Group Members' Permissions

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, select the user you wish to change permissions for.
5. On the left panel tick or untick the permissions as needed.
6. Once done, click Close.

Promote a Group Member to Owner of the Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, select the user you wish to promote to group owner.
5. Click Promote to owner button in the top left panel.
6. In the pop-up, click Yes to confirm.

danger

When you promote a member to group owner, you will lose all ownership permissions. You will no longer be able to delete the group, but you can leave it. The promoted user, as the new group owner, will have the ability to delete the group but will not be able to leave it.

Remove a Group Member

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, select the user you wish to remove from the group.
5. Click Remove from group button in the left panel.
6. In the pop-up, click Yes to confirm.

caution

Deleted group users cannot interact with the group files in any way.

Rename a Group

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button to the group you wish to rename.
4. Select Rename.
5. In the pop-up, enter the new group name.
6. Click Rename.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, click the Rename group section in the left panel.
5. In the pop-up, enter the new group name.
6. Click Rename.

Change the Project in a Group

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button to the group you wish to change project.
4. Select Change project.
5. In the pop-up, select the project.
6. Click Classify.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, click the Change project section in the left panel.
5. In the pop-up, select the project.
6. Click Classify.

caution

• You must be a certified member of the project you want to tag your group with.
• Multiple groups can share the same project tag.
• Non-members of the project can view the tagged group's contents only after being granted certified project membership by an admin.

Forcefully Change the Project in a Group

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button to the group you wish to change project.
4. Select Change project.
5. In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
6. Select the project to tag the group.
7. Click Force change with admin privilege.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, click the Change project section in the left panel.
5. In the pop-up, tick Use my permission to override rules, re-tag resources with any visible project, regardless of current project relations.
6. Select the project to tag the group.
7. Click Force change with admin privilege.

Remove Project from a Group

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button to the group you wish to change project.
4. Select Change project.
5. In the pop-up, select No project (unlocked).
6. Click Declassify.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, click the Change project section in the left panel.
5. In the pop-up, select No project (unlocked).
6. Click Declassify.

Make a Group Member a Group Manager

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the group to open group overlay.
4. In the new window, select the group member you wish to promote to group manager.
5. Tick the Add Members permission in the left panel.
6. View the role change under the Role collumn on the right.

Download Group Content

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Group Directories section on the left panel.
3. Select the group file(s) or directory(ies) you wish to download.
4. Click Download in the top center panel.
5. In the prompt, preview files and directories structure.
6. Select the destination of your download.
7. Click Download.

danger

Downloading a group's contents will remove its encryption. It is your full responsibility to secure the files.

note

• You may be asked to enter your password when changing the download destination.
• You can set a default download destination for groups by clicking Set as default after making your selection.

Compute Disk Usage of a Group

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Group Directories section on the left panel.
3. Select the group(s) for which you want to compute the disk usage.
4. Click the Open Full Menu button in the top center panel.
5. Select Compute Disk Usage in the top center panel.

Delete a Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button next to the group you want to delete.
4. Select Delete.
5. In the pop-up, click Yes to confirm.

info

You can only delete a group if you are the group owner. If you are a member, you can only leave the group.

Leave a Group

1. Go to the Vault icon in the top left panel.
2. Click the Groups card on the right panel.
3. Click the Open Full Menu button next to the group you want to leave.
4. Select Leave group.
5. In the pop-up, click Yes to confirm.

info

You can only leave a group if you are the group member. If you are an owner, you can only delete the group.