Document Groups - Adding, Editing and Deleting

Document groups are organisation groups/committees that contain users who are authorised to see any document packages that are allocated to that group e.g. Council, WHS Committee.

When creating a new document package, a group or groups can be flagged to receive notification and be able to access the documentation. 

Adding a New Group

1. Click Boardroom Central in the left hand side navigation pane
2. Click 'Settings' in the top right hand side of the screen.
3. Click on the 'Document Groups' button
4. Click the '+ Add New' button
5. Add the name of the new Group
6. Click the 'Submit' button

Editing an Existing Group

1. Click Boardroom Central in the left hand side navigation pane
2. Click 'Settings' in the top right hand side of the screen
3. Click on the 'Document Groups' button
4. Locate the document group you want to edit and click on the pencil icon
5. Make the necessary changes
6. Click the 'Submit' button

Deleting an Existing Group

1. Click Boardroom Central in the left hand side navigation pane
2. Click 'Settings' in the top right hand side of the screen
3. Click on the 'Document Groups' button
4. Locate the document group you want to edit and click on the pencil icon
5. Change the 'Status' from 'Active' to 'Deleted'
6. Click the 'Submit' button

Users can then be allocated access to the Groups via User/Group Permissions.