To run through the basic steps of creating Shared folders and Groups...

To allow users to share files with other users they need to belong to a Group and this group needs to have a Shared folder attached.

For the purposes of this example we will setup a Group named "Company Group" and there will be an existing admin account "admin" and a user account, "User1".

However first we must create a Shared folder to be used with the group we plan to create.

To create a Shared folder you need to login to the Client Manager and in the left hand toolbar, under the heading "User Management" you will see the caption "Create Shared Folder".

After clicking the "Create Shared Folder" caption you will be taken to the "Create Shared Folder" screen.

Here you can enter a Shared folder name - in this instance we will enter the name "Company Shared", and a personal description for the Shared folder. Their is also a check box marked "Disabled", which will instantly disable the Shared folder after creation, but this is not required for the purposes of this example.

After you have entered these details you should then click the button marked "Create New Shared Folder" to create the Shared folder.

The Shared folder will then be created and the page will refresh to show you a Shared folder details summary page.

The Shared folder details summary page allows you to see details of the Shared folder you have created and the option to either edit or delete the folder.

After you have created the Shared folder you then need to create a new Group.

To create a Group you need to return to the main Client Manager screen and in the left hand toolbar, under the heading "User Management" you will see the caption "Create New Group".

After clicking the "Create New Group" caption you will be taken to the "Create New Group" screen.

Here you can enter a Group name - in this instance we will enter the Group Name "Company Group", a Group Email address which will effectively be the Group admin address and will receive any upload notifications for files uploaded into the group and personal description for the group. Their is also a check box marked "Disabled", which will instantly disable the group after creation, but this is not required for the purposes of this example.

After you have entered these details you should then click the button marked "Create New Group" to create the Group.

The Group will then be created and the page will refresh to show you a Group details summary page.

The Group details summary page allows you to see details of the Group you have created, edit or delete the group and add a new Shared folder.

To add the shared folder you created earlier you need to click the "add new" link.

The page will then refresh to show you the "Add new folder to group" screen.

You then need to select the shared folder named "Company Shared" from the drop down select box.

With the "Company Shared" folder selected you can then specify specific custom file protection options which will prevent files with the extension you detail from being uploaded into the Shared folder.
To do this, check the "use custom file protection" box and in the "Disabled files" input box enter the file extensions you do not want users to be able to upload.

The Shared folder function rights can then be selected by checking the various function check boxes. Any function you check will then be available to all users in the group as soon as they access the Shared folder.

After you have configured the Shared folder option you can then click "Save" to add the Shared folder to the group.

To add the admin account and  "User1" to the group you need to return to the "User list" page which can be accessed via the left hand toolbar, under the heading "User Management".

The user accounts will then be displayed in a list and you will need to click on the username "User1" which will then take you to User1 details page. At the bottom of this page is the button marked "Edit" which you then need to click to edit the account settings.

When the Edit screen opens you will see under the heading "Groups" the option to add "User1" to the new group "Company Group" by checking the "Company Group" check box.

With the "Company Group" checked you then need to apply the changes by clicking "Add Client" at the bottom of the page.

This will then add "User1" to the group "Company Group" .

This process should then be repeated for "admin" or any other users you want to add to the "Company Group".

When admin or User2 logs into their File Manager account a new Shared folder called "Company Shared" will appear and can be accessed to share files to other group members.

Note: The same physical Shared folder can be added to multiple groups each with individual Rights or Disabled file extensions.

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