Adding Members to Groups in Folios

How to Add Members | Add users to folio groups.

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.
Note: Users who have both folio and site administrator permissions, see Adding Members to Groups in Cartella Site Settings for details to add members to global groups.

In specific Cartella areas where a group has assigned permissions, its members have joint content management responsibilities and share levels. In the Multiple Selection dialog lists, the users' full names and login names display.

To a add member to a user group:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > Manage > Groups.
  3. Click Users in the group's table row.
    The Multiple Selection dialog displays.
  4. Optional: Enter the initial letters of the user's username or name in the Search field.
    1. Click Filter.
      Cartella filters users in the Available Choices list.
  5. Select the user(s) to add in the Available Choices list.
    Note: Click CTRL+Shift to select multiple users.
  6. Click the right arrow button.

    The users move from the Available Choices list to the Selected Choices list.
  7. Click OK
    Cartella adds the users as members to the group.