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how_to_create_and_manage_a_group_of_users

How to Create and Manage a Group of Users

Within your organization it can be helpful to create subdivisions of users in groups, for example to give them access only to specific content such as in these examples:

  • Year 1 general biology class vs Year 2 human histology class
  • Gastric tumour multi disciplinary team meeting vs Breast tumour MDT
  • Liver second opinions vs Lymphoma second opinions

As an Aministrator or editor you define which Member users can access the group and control what content they can see based on their licences .

Create a new Group

The 'Groups' tab on the sidebar allows you to create groups of users and manage access to the content you have created, like collections or courses for education organisations or case collections for case sharing and AI.

Adding content and making changes to your group

Click the edit icon next to your group to start adding members and content

How to add users

Remember the purpose of a group is to use it in the context of restricted access to content for a group of users, you don't want these users to have access to all the information in your organisation and also they should not be able to change anything. My Pathomation allows you to assign different roles to users.

The different roles are Manager, Editor and Member.

  • Managers have all rights including uploading, sharing and payment plans.
  • Editors have all rights related to content creation and user management.
  • Members can only see what was assigned to them by Editors or Managers, and have no rights to upload slides or change content.
Ability Member Editor Manager
Upload WSIs No Yes Yes
Collections View Create Create
Slideboxes View Create Create
Courses View Create Create
Groups View Create/Invite Create/Invite
Quizzes Participate Create/Invite/review Create/Invite/review
Shares No Yes Yes
Financial Management No No Yes
License Management No partial complete

Adding existing members of an organisation (1) and inviting new users (2) can be performed in the “User” tab. existing members of an organisation really means just that. when you start typing the name of a user that already belongs to your organisation, the rest of the name auto fills. You can add more then one user to add here. When you are ready click add. invite new users allows you to add new persons to your organisation, you can also decide their role with this feature.

Which users are in my organisation and groups?

You can get an overview of the group in Info [1]
You can edit the users in a group in [2]
Content for the users in your group can be assigned via the Collections, Slideboxes, Courses and Quizzes tabs [3]
You can read more about assigning content to groups here

Any new content will be visible for the group members when they login, and you can push mail notifications to them about new content using the blue 'Notify Members' email button at the top

how_to_create_and_manage_a_group_of_users.txt · Last modified: 2026/04/30 13:41 by rudy