Groups

Each user can create their own groups, and can request to join any existing groups. These groups are used by implementation guide permissions to assign multiple users read/edit access to an implementation guide and its templates/profiles.

To manage groups, select the menu for your name in the top-right corner of Trifolia, and click "My Groups".

The top portion of the screen shows groups that you manage as well as groups that you are joined to.

The bottom portion of the screen shows groups that you may request to join.

If you are a manager of a group, you will have options to Edit and/or Delete the group. If you are only a member of the group, you will have options to view the group, but no options to edit the group.

Editing a group

Create a new group by clicking the "Add" button in the top-right of the "My Groups" screen.

Edit an existing group (if you are a manager of the group) by clicking the "Edit" button to the right of the group.

Name	The name of the group that is displayed to all users
Description	The description is shows to all users so that they know what the group represents
Anyone can join	When checked, anyone can join the group without approval, and joining the group is automatic as soon as the user clicks "Join". When not checked, an email is sent to the managers of the group to indicate which user would like to join the group. The managers are responsible for logging into Trifolia and adding the user to the group.
Disclaimer	Disclaimers are shown in two places: When users request to join the group, the disclaimer is shown to the user prior to them joining. When the user clicks "Join", they are effectively agreeing to the terms of the disclaimer. Users that are members of a group with a disclaimer are shown the group's disclaimer under the "Help" > "Disclaimers" menu.
Managers	The list of users that are responsible for managing the group. These users can edit the details of the group, including adding/removing other managers and members.
Members	The list of members that belong to the group. These members are granted permissions to implementation guides when the group is assigned permissions to the implementation guide.