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Home CMS Documentation Home Cartella Using Cartella Folio and Module Managers Folio Administration Managing Folios Groups Creating Groups in Folios

Creating Groups in Folios

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.
Note
Users who have both folio and site administrator permissions, see Creating Groups in Cartella Site Settings for details to create global groups.
Create groups to manage users. Adding users to groups allows folio administrators to add multiple users to the same role.

These groups associate with the specific folios and cannot be used outside of the folio or its children (i.e., sub-folios, modules).

To create a folio group:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > Manage > Groups.
  3. Click Create New Group.

    The Create Group view displays.
  4. Enter the group name in the Name field.
    Troubleshooting
    If another group uses the same name, an error message displays. 
    Duplicate Entry. Group with this name already exists.
    Cartella requires unique names for all groups. If the name already exists and doesn't display the existing group in the Groups view, then the name exists in a different folio or sub-folio.
  5. Click Submit.
    Cartella creates the group.