What are Unassigned Users?
Unassigned Users are users that have been added to a project, but they do not belong to a group. Until they are added to a group, Unassigned Users cannot access documents and folders in a project. The Project Role and Default Content Role of Unassigned Users are Member / No Access, and cannot be changed.
Why use Unassigned Users?
- If you are adding users to a project, but do not yet know which group to assign the users to, add them to Unassigned Users.
- If you are importing users from a spreadsheet, but do not want to break-up the spreadsheet into groups, add all of the users as Unassigned Users, and then move the users to the correct group.
Adding users directly to a group
Instead of adding Unassigned Users you also have the option to:
- Add the users to an existing group, or
- Create a new group, then add the users to it
Adding users to an existing group
To add users to an existing group:
- In Firmex, click Groups & Users.
- On the left side of the Groups & Users page, click the group name to which you want to add the users.
- Click Add Users.
- Follow the steps in the Add Users wizard. When complete, the users will be added to the selected group.
Create a new group, then add users to it
To add a new group, then add users to it:
- In Firmex, click Groups & Users.
- On the left side of the Groups & Users page, click All Groups.
- Click Add New Group.
- Follow the steps in the Add New Group wizard. When complete, the new group is created.
- Follow the steps in the section above (Adding users to an existing group) to add the users to the group.