Creating Groups for ScreenPal team plans

Creating Groups for your team

If you are a Team Owner or Team Administrator of a Team Plan, you can create collections of users called Groups.  Your Team Members can then share content to these groups without having to select individual Team Members. You can also enable a group to override the team visibility setting configured in your team's Hosting: Content settings.

Create a new group

1. Log into your account and click My Content at the top of the page.
2. In the toolbar at the top of the page, click Users.



3. In the menu on the left side of the page, click ( ) next to Groups.




4. This opens the New Group dialog. Enter a name for the group and, if applicable, select the Parent Group to which you'd like to add it.



5. If you have the Yes, require content only visible to Team Users option selected under Content: Hosting in your Content Hosting settings, all content uploaded by members of your team is automatically set to Team User visibility and the Allow group members to choose visibility option is displayed on the New Group box. To enable members of this group to select their own visibility setting for the content they upload, select the checkbox for Allow group members to choose visibility for their content.  More information about this option can be found in the article titled Setting up hosting.

5. Click Save.

Add a subgroup

You can add subgroups to a parent group. At this time, items shared to a parent group will not be automatically shared to the sub-groups within it.

1. First, select the parent group.
2. In the top right corner of the page, click . This opens the New Sub Group dialog.



3. For Group Name, enter a unique name for the sub-group.
4. If you have the Yes, require content only visible to Team Users option selected under Content: Hosting in your Content Hosting settings, all content uploaded by members of your team is automatically set to Team User visibility and the Allow group members to choose visibility option is displayed on the New Sub Group box. To enable members of this sub-group to select their own visibility setting for content they upload, select the checkbox for Allow group members to choose visibility for their content.  More information about this option can be found in the article titled Setting up hosting.

5. Click Save.

The sub-group is displayed under the parent group in the order in which it was created.


Add and remove users from a group

1. To edit the members of a group, select the group from the left side of the page.
2. To add a user to the selected group, click  in the upper right corner of the page. This opens the Users For dialog. 
3. Select the checkboxes next to the names of the users within your team that you want to add to the group. You can also search for users using the Search Users field.
4. Clear the checkboxes next to the names of the users you want to remove from the group.
5. Click Save.

Edit or delete a group

You can delete a group at any time by selecting it and clicking .
Warning: Deleting a group also deletes all of the sub-groups under it.
To edit the name of a group, click  to open the Edit Group dialog. Enter a new name for the group and then click Save.

Share a video to a group

1. Log into your team account.
2. Click My Content at the top of the page.
3. Click Videos on the left navigation menu, hover over the video you'd like to share, and click the Details button.
4. Click the Users button:



This opens the Users box:



5. Under Add groups or people, search for and select the group with whom to share the video.
6. Click Save.Result: The selected video is shared with the group you chose.

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