Profile

To change a group name and description

Click GROUPS. Click the group name. In the Edit General Information section, make your changes and click Change Group Information.

All characters in the ISO-Latin-1 (ISO/IEC 8859-1) set are allowed in group names.

1. To add members to a group:

   1. Click GROUPS and click the group-name. The Group Profile (group-name) page opens.
   2. In the Add or Remove Members section, in the Select Users box, click the users to add to the group. Use Ctrl+click to select multiple users. Click Add Member(s).

Group Admins

Administrators and authorized GroupAdmins can designate certain members of the group as GroupAdmins. For more information, seeGroupAdmins.

Limited Members are subordinate users that typically have only a few of the group attributes, such as being visible in the address books of full group Members.

Group Members and External Authentication

II the External Authentication feature has been enabled, MOVEit Transfer can automatically replicate some or all of its user group membership information from an associated LDAP server. As a result, members might be added or removed from the group without explicit actions by the administrator. External Authentication synchronization actions will be logged in the audit trail

To send a message to group members

Click GROUPS and click the group name. In the Add or Remove Members section, click one of the following links.

• Click to Compose (insecure Email Message to All Members. Opens a compose message dialog box in your default email program, with the email addresses of group members in the To: field
• Click to Compose Package to this Group. Use this link if security is a priority. Opens the New Package page. For more information, seeSend a Package.

To change GroupAdmin Settings

Click GROUPS. Click a group name. The group profile page opens. In the Edit GroupAdmin Settings section, make your selections and click Change GroupAdmin Settings.

These settings determine the authority that GroupAdmins of this group have over group members.

• Change the logo and announcement for this group: GroupAdmins can view the profile pages for their groups and have access to the Edit Logo and Edit Announcement sections.
• Add new users as group members and edit/delete existing group members: GroupAdmins of this group can add, delete and modify details about the end user members of the group, and change the security status of end user group members.

  If this option, or the Change Passwords of Existing Group Members option is enabled, GroupAdmins can change the security status of end user group members as well.

• List all users in the organization and add existing users as group members: GroupAdmins of this group can list all end users in the organization, and add those users to their groups, thereby gaining any administrative authority they are granted by the group over those users.
• Change passwords of existing group members: GroupAdmins of this group can change passwords of the end user members of the group, and change the security status of end user group members.
• Have the following permissions on member home folders: Checkboxes indicating the permissions that GroupAdmins in this group have on the home folders of end user members.
• List and edit temporary users added by group members: GroupAdmins in this group have administrative access to Limited Members of the group. Temporary users created by group members are automatically assigned to the group as a Limited Member.

  Enable this option if you want GroupAdmins to be able to see and control who the group's full time end users are communicating with.

• Set a member's file quota to any value up to: Specifies how high GroupAdmins can set the user quotas for individual end user members of this group. For example, if this value is set to 50 MB, a GroupAdmin can set an individual user quota to 1 MB or 25 MB but not 60 MB.

  A value of 0 KB or 0 MB indicates there is no restriction on the GroupAdmin's ability to set end user member file quotas.

• Set a member's ad hoc transfer quota to any value up to: Specifies how high Group Admins can set the user Ad Hoc Quota setting for individual end user members of this group. For example, if this value is set to 50 MB, a GroupAdmin can set an individual Ad Hoc Quota to 10 MB or 20 MB but not 60 MB.

  A value of 0 KB or 0 MB indicates there is no restriction on the GroupAdmin's ability to set end user member ad hoc quotas.

• Set a member's per-package attachment quota to any value up to: Specifies how high Group Admins can set the user Maximum Attachment Size setting for individual end user members of this group. For example, if this value is set to 5 MB, a GroupAdmin can set an individual user maximum attachment size to 1 MB or 2 MB but not 6 MB.

  A value of 0 KB or 0 MB indicates there is no restriction on the GroupAdmin's ability to set end user member attachment quotas in effect.

To change Group Member settings:

• Click GROUPS. Click a group name. The profile page opens. In the Edit Member Settings section, make your selections and click Change Member Settings.

  These settings determine the privileges conferred on members of this group. The settings available here depend on the organization-level settings set by the administrator in SETTINGS > Ad Hoc Transfer > Access > Registered Senders, Unregistered Recipients, and Unregistered Senders. For more information, seeAd Hoc Transfer.

• Send packages: End user members of this group can send packages.

  This setting is available only when the organization-level Registered Users setting is set to Members of groups that grant Ad Hoc Transfer access.

  • Send packages to registered users not listed in their address books: End user members of this group can send packages to registered users who are not in their address book.
  • This setting is available only when the organization-level address book setting is set to Members of groups that grant this permission.
  • Send packages to recipients who are not currently registered users: End user members of this group can send packages to unregistered users.
  • This setting is available only when the organization-level setting is set to Members of groups that grant this permission.
  • See limited members in their address book (if allowed to see individual group members): Temporary users are listed in the address books of all the normal members of a group (those users who have this group in their address book with the Allow Packages to Individual Members of Group(s) setting applied).

Select this option if you want all members of a group to be able to communicate with any temporary user that is created for an Ad Hoc Transfer with any other normal group member.

Note: Temporary users created as an unregistered recipient of, or unregistered sender to, a normal member, are always listed in the address book of that one member. This option determines that they are also included in the address books of the other group members.

Example: Group A has three registered users: Member 1, Member 2 and Member 3. Member 1 sends a package to Temp 1. If this option is selected, Temp 1 is listed in the address books of Member 2 and Member 3, as well as in Member 1's address book.

Similarly, if Temp 2 self-registers to send a package to Member 2, Temp 2 is listed in the address books of Member 1 and Member 3, as well as that of Member 2.

With this option not selected, Temp 1 would only appear in Member 1's address book, and Temp 2 would only appear in Member 2's address book.) Select this option if all members of a group should be able to communicate with any temporary user that is created for an Ad Hoc Transfer with any normal group member.

To change the Display Profile

Creates the look and feel of the web interface for GroupAdmins and regular members of this group.

1. Click GROUPS. Click a group name. In the Change Display Profile section, make your selections in the following fields.

   When set to None, the associated members use the display profile configured for their user class. If a user is a member of more than one group, each with its own selected display profile, the user uses a display profile that combines the settings of the individual display profiles that would normally apply to the user

   • GroupAdmin Display Profile.
   • Member Display Profile.
   • Edit Display Profiles link. Opens the SETTINGS > Appearance > Display > Display Profiles page.
2. Click Change Display Profiles

   Note: User Class display profiles are set by the admin for the organization in SETTINGS > Appearance > Display > Display Profiles

To view Folder Permissions for the group:

• Click GROUPS. Click the group name. Locate the View Folder Permissions section.

  This section lists the folder permissions that have been explicitly assigned to this group. To add, delete or change these permissions, follow the links to the folders and use the change permission links on the various folders.

To View and Change Address Book Information:

1. Click GROUPS. Click the group name. The group profile page opens. Locate the Address Book Information section.
2. Click Edit Address Book for this Group. The Edit Group Address Book opens, listing the users and groups to which any member of the group can send packages.

   Note: For users and groups to be listed, Ad Hoc Transfer must be enabled for the MOVEit Transfer system.

   To remove a user or group from the address book, click the X icon.

   To add a user or group to the address book: Make selections in Select User or Group. Use Ctrl+Click to select multiple items. Select any of the options:

   • Allow Packages to individual Members of Group(s). Members of the selected groups appear in the list of the current group's available recipients.
   • Also Add Administrators to Address Books of Selected Users/Groups. Adds the current group to each of the selected users' and /or groups' address books.

     Tip: To permit all members of a group to send packages to all other members of their group, add the group to its own address book and select the Allow Packages to Individual Members of Group(s) option.

To make custom email notifications available to group members:

1. Click GROUPS. Click the group name. The group profile page opens. Locate the Group Custom Email Notifications section.
2. In the Select Notification field, select the notification to apply to the group. Use Ctrl+click to select multiple items. Click Add Custom Notification(s).

   The Select Notification field lists existing custom notifications that were created in SETTINGS > Appearance > Notification > Custom. For more information, seeCustom Notifications.

   Edit Custom Notification. This link opens the SETTINGS > Appearance > Notification > Custom > Edit Custom Email Notifications... page

To edit the group announcement:

• Click GROUPS. Click the group name. The group profile page opens. Locate the Edit Announcement section. Add or edit the information in the box. Click Change Announcement.

  A group announcement appears in the Announcements section of the Home page of all members of the group. If a user is a member of multiple groups that have configured group announcements, all associated announcements appear.

To add or edit a group logo:

Images must be in .GIF format and less than 100,000 bytes. Recommended width is 340 to 620 pixels. 580 pixels is ideal with an 800-pixel organization logo.

1. Click GROUPS. Click the group name. The group profile page opens. Locate the Edit Logo... section.
2. Click Choose File, A browse box opens. Select the file. Click Upload Group Logo. The new logo replaces any existing logo.

   The logo is placed at the top of the content section of the MOVEit Transfer web page for all members of the group. If a user is a member of multiple groups that have configured group logos, all associated logos appear.