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Unassigned Users

Note: This article reflects the Groups functionality released in January 2016

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?

  1. 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.
  2. 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:

  1. Add the users to an existing group, or
  2. Create a new group, then add the users to it

Adding users to an existing group

To add users to an existing group:

  1. In Firmex, click Groups & Users.
  2. On the left side of the Groups & Users page, click the group name to which you want to add the users.
  3. Click Add Users.
  4. 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:

  1. In Firmex, click Groups & Users.
  2. On the left side of the Groups & Users page, click All Groups.
  3. Click Add New Group.
  4. Follow the steps in the Add New Group wizard. When complete, the new group is created.
  5. Follow the steps in the section above (Adding users to an existing group) to add the users to the group.

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