Company Settings - Groups

You can use the Groups functionality to group users in your organization and give them permissions, such as approvals, requesters, signers etc.

1. To configure and edit groups, go to the Settings menu on the sidebar, and click on Users & groups.

2. Click on the Groups tab. You will see a list of your organization's groups. You can also click on this link which should take you to that page.

Default groups

There are three default groups which cannot be deleted.

1. Everyone: This group contains all the users who have been given access to your company's SimpleDocs instance. It exists to easily provide everyone with a specific permission or role in a workflow.
2. Administrators: Users in this group can manage company settings as well as workflows.
3. Designers: Users in this group can manage workflows, but cannot modify company settings.

Create a new group

1. Click on the "Create a group" button, on the right top corner of the screen
2. Give your groups a descriptive name. e.g. Sales Requesters. Your group will be added to the list.

3. To add users, click on the group, and then on the Add user button.

4. Select each user that you want to add to the group and click on the button Add member.

5. The user will now appear on the group and you will see a confirmation message at the top of your screen.

Using groups in workflows

When designing your workflows, you incorporate groups to facilitate permissions.

1. Go to the Roles and Permissions tab

2. When adding approvers, you can select individual users or an existing group. By selecting a group, you are allowing all of its member to approve requests created out of this workflow.

3. Select the desired group, and click on Save. The same applies to Signers.
4. You can add multiple groups to both approvers and signers.