User Tools

Site Tools


Sidebar

Getting started

Slides

Collections

Slideboxes

My Workspace & Organizations

Shares

Courses and Quizzes

Case sharing

AI image analysis marketplace

Security and data compliance

PMA.start

Names and definitions

Questions or in need of support? Contact helpdesk@pathomation.com or go to our helpdesk page

Archived pages:


using_a_group_for_sharing

Using Groups to set up a sharing workflow

Content can be made available to some or all of your users via Groups.
This allows you to manage several different Case reviewers and Case Collections all via the same interface. Here you will see the steps to create a 1/1 relation between a Case Collection and the person assigned to review it. You only need to set this up once, the workflow for case review will link access for new cases added to your Collection automatically to the assigned reviewer.

Walkthrough

Start from the Groups side bar. You can create a group with the + New group button. In the example below there is a group called 'Acme Hospital Case Sharing Group' which you can edit.

First add your Case reviewer in the user tab. Since you want to restrict access for the user to only this Case Collection workflow, remember to give the 'Member' user rights. Read more here License and User Management

Now decide which Case collection or Case Collections you'd like to share, click on the Collections tab in the menu and add the Collection(s). You can select content from the dropdown menu, or start typing to search for the content you want to add.

The content will now appear for your users.

If you would like to, you can notify all group members about the new content using the blue 'Notify members' email button at the top.

using_a_group_for_sharing.txt · Last modified: 2025/07/14 11:36 by rudy